Client Operations Specialist

AHEAD

. Manage the transaction lifecycle from quote to cash .

Posted 10/7/2026full-timeRemote • United StatesMid-LevelSenior💰 $80,000 - $90,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing the transaction lifecycle, from quote to cash, while effectively coordinating internal resources and maintaining strong vendor relationships. Proficient in utilizing Salesforce for opportunity management and skilled in analyzing client needs to enhance customer satisfaction and profitability.

Highest-signal resume keywords

Salesforce ExperienceSales SupportClient Relationship ManagementMathematical AptitudeOrganizational Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Transaction Lifecycle ManagementPricing and Proposal PreparationInvoice Aging ManagementMargin Percentage CalculationClient Needs Analysis

Soft Skills

Strong Verbal CommunicationStrong Written CommunicationInterpersonal SkillsTime ManagementMultitasking Skills

Tools & Technologies

SalesforceCRM Software

Certifications & Qualifications

Bachelor’s Degree

Industry Keywords

Technology IndustrySales EnvironmentVendor RelationshipsCustomer SatisfactionGross Profit Margin

About the role

Key responsibilities & impact

Manage the transaction lifecycle from quote to cash
Identify account requests and coordinate internal support team resources
Review, manage, and maintain pipeline and forecast with assigned Client Directors
Schedule recurring meetings to review Salesforce opportunities
Address customer questions and issues and provide timely solutions
Engage internal and external support teams on issue resolution
Assist Client Directors in structuring deals
Prepare customer pricing and proposals
Develop and maintain vendor relationships
Accept customer orders and verify booking documents
Coordinate monthly accounts receivable meetings to review invoice aging and past-due invoices
Develop and maintain Client Profiles and records of past quotes
Provide value-added services such as SLAs, presentations, and order history
Assist Client Directors in protecting and increasing Gross Profit Margin and customer satisfaction
Develop and maintain pre- and post-sales contact with assigned accounts

Requirements

What you’ll need

Bachelor’s degree is required
2-3 years of Sales Support preferred, with Technology industry experience preferred
Must be located in EST/CST
Ability to understand and analyze client needs and link them to company offerings
History of working in a high volume, fast-paced sales environment required
Strong verbal and written communication skills
Strong interpersonal skills
Organizational and time management skills
Ability to work independently with minimal supervision
Ability to work effectively and efficiently under pressure
Strong mathematical aptitude and ability to calculate margin percentages using cost+, list-, and flat GPM% models
Experience with Salesforce or other CRM preferred
Outstanding multitasking skills
Understanding of general business principles

Benefits

Comp & perks

Medical, Dental, and Vision Insurance
401(k)
Paid company holidays
Paid time off
Paid parental and caregiver leave
Cross department training and development
Sponsored certifications and credentials for continued learning
Multi-million-dollar technology lab
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