Client Operations Specialist – Intelligent Operations

AHEAD

. Assist assigned Client Directors in protecting and increasing Gross Profit Margin and customer satisfaction .

Posted 10/2/2026full-timeRemote • United StatesMid-LevelSenior💰 $75,000 - $100,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong sales support capabilities with a focus on customer satisfaction, effective communication, and the ability to manage the transaction lifecycle. Proficient in utilizing Salesforce for pipeline management and maintaining client relationships in a fast-paced technology environment.

Highest-signal resume keywords

Sales Support ExperienceSalesforce ProficiencyCustomer Relationship ManagementMathematical AptitudeTechnology Industry Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Transaction Lifecycle ManagementMargin CalculationProposal PreparationVendor Relationship DevelopmentClient Needs Analysis

Soft Skills

Strong Communication SkillsOrganizational SkillsTime ManagementMultitaskingProblem-Solving Skills

Tools & Technologies

Salesforce.comCRM Software

Certifications & Qualifications

Bachelor’s Degree

Industry Keywords

Gross Profit MarginCustomer SatisfactionHigh-Volume Sales EnvironmentPre-Sales ContactPost-Sales Contact

Tech Stack

Tools & technologies

ReactSFDC

About the role

Key responsibilities & impact

Assist assigned Client Directors in protecting and increasing Gross Profit Margin and customer satisfaction
Manage the transaction lifecycle from quote to cash
Coordinate internal support team resources to ensure customer satisfaction
Review, manage, and maintain pipeline and forecast in Salesforce.com
Schedule recurring meetings with Client Directors to review opportunities
Work with customers to address questions and issues and provide timely solutions
Assist Client Directors in structuring deals and prepare customer pricing and proposals
Develop and maintain vendor relationships to improve communication, discounts, and turnaround on registration and special-pricing requests
Accept customer orders and verify booking documents are complete and accurate
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
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 in MST/PST
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, organizational, time-management, multitasking, and problem-solving skills
Ability to work independently with minimal supervision and under pressure
Understanding of general business principles
Strong mathematical aptitude and ability to calculate margin percentages using cost+, list-, and flat GPM% models
Experience with Salesforce or another CRM preferred
Ability to adapt and react to situations
Ability to build rapport and interact effectively with internal and external clients

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
Diversity, belonging, and employee resource groups including Moving Women AHEAD and RISE AHEAD
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