Client Operations Specialist
3 days ago
What you'll do:
- Support for Client Engagement (CE):
- Assist CE Territory Leads with internal processes for opportunities in their assigned territories, focused on Salesforce data accuracy, timely and accurate paperwork production.
- Hold Weekly 1:1s with assigned CE Territory Leads to help maintain accurate pipeline and forecast data
- Support for Solution Leads (SLs):
- Provide assistance to Solution Leads where they are directly engaged in advancing opportunities – including Salesforce maintenance, client communications and coordination.
- Process and generate SOWs/change request paperwork for the assigned opportunities and manage through to signature.
- Ensure opportunities reflect correct key data for accurate forecasting and provide updates on CE pipeline calls.
- Generate and Process Order / Sales Paperwork:
- Generate and manage sales paperwork – including statements of work (SOWs) and change requests.
- Ensure timely processing and accuracy of documents.
- Manage documents through internal approval and client reviews
- Route documents for signature and monitor / chase
- Provide support on securing timely responses to complete infosec / onboarding questionnaires – including monitoring to ensure these complex responses are not stalled or delayed.
- Opportunity Closure:
- Process completed and signed orders in Salesforce.
- Coordinate handoff to Finance and Delivery teams.
- Renewal Management:
- Monitor and manage renewals processing for applicable solution lines, including sending notifications, monitoring, communications with clients.
- Provide support on high touch renewals – to either the Delivery lead and / or CE lead for the account - to ensure smooth renewal cycles and internal processing.
- Process new reseller opportunities and renewals including liaison with Finance and Reseller teams to confirm licensing and values.
- Compliance & Commercial Standards Enforcement:
- Maintain and enforce Harbor commercial standards and ensure compliance during commercial negotiations.
- Collaborate with the Harbor Legal team on contracts review and execution – including Non-Disclosure Agreements (NDAs) and Master Service Agreements (MSAs), etc.
- Pipeline Management:
- Attend pipeline calls for applicable solution lines to maintain awareness of deal flow and priorities.
- Track follow-ups for assigned teams and carry out action items for CRM maintenance and pipeline health.
- Proposal and RFP Support: Collaborate with opportunity bid teams – including CE Territory Leads and Solution Leads and Partners - on proposal creation and responses to Requests for Proposals (RFPs).
- Project Support: Participate in and complete Client Operations team projects as needed.
We think you'll be a great fit if you have:
- Bachelor's degree in Business Administration, Operations Management, or a related field.
- 2-5 years' experience in Sales, Sales Operations, or similar role
- Proficiency in Salesforce or other CRM systems.
- Strong organizational and multitasking skills.
- Excellent communication and interpersonal skills.
- Ability to work collaboratively with cross-functional teams.
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