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Client Operations Specialist

2 weeks ago

Remote, Canada Insight Enterprises, Inc. Full time

**Requisition Number**:90472**

**Client Operations Specialist**

**ROLE DESCRIPTION**

As a Client Operations Specialist, you’ll be responsible for providing customer service and managing the Software Licensing sales processes for an assigned team of Account Executives. Your role is to assist with Software Licensing quoting, ordering, account management, mailbox and call management, part requests, report generation and order fulfillment.

You’ll become our AEs go-to for pre-sales support functions, including pre-qualification of accounts, product pricing, research, configuration, and product information.

**WORK PERFORMED**

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

**Essential Functions of the Job**:

- Connect with customers, partners, and internal stakeholders to solve problems in support of the organization’s sales requirements.
- Prepare, manage, and submit sales quotes accurately into the appropriate quote entry system.

Research technical information on product requests and ensure access to procurement.
- Manage pricing (agreement manager, contract module) and work with vendors on special pricing.

Ensure special bid pricing is applied and correct cost is captured on every order before order is released.

You’ll also be the one to ensure of contract compliance, where necessary.
- Assist in special projects for clients and our sales teams: providing reporting, requesting, and setting up new client sold-to’s, bill-to’s, and ship-to’s, assisting clients with Insight web accounts and providing ad hoc status updates.

**MINIMUM REQUIREMENTS**

**Education and/or Experience**:

- Excellent written and spoken communication skills in English.
- Bachelor's degree (B. A.) from four-year college or university; or one to five years related experience and/or training; or equivalent combination of education and experience.

**KNOWLEDGE, SKILLS, AND ABILITIES**
- Ability to effectively present information and respond to questions from groups of managers, clients, other teammates needed.
- Strong communication (verbal and written), organization, problem solving and time management skills.
- Able to build relationships and quickly develop trust with clients, as well as internal personnel.
- Must be able to adhere to tight service level agreements (SLAs) and be able to multi-task effectively.

**PHYSICAL DEMANDS**

The physical demands described here are representative of those that must be met by a teammate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- While performing the duties of this job, the employee is regularly required to:
stand, sit; talk, hear, and use hands and fingers to operate a computer and telephone keyboard, reach, stoop and kneel.
- Specific vision abilities required by this job include close vision, distance vision, and ability to adjust focus due to computer work.
- Light to moderate lifting is required.
- Ability to uphold the stress of traveling.

**WORK ENVIRONMENT**

The work environment characteristics described here are representative of those a teammate encounters while performing the essential functions of this job.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Moderate noise (i.e., business office with computers, phone, and printers, light traffic).
- Ability to work in a confined area.
- Ability to sit at a computer terminal for an extended period of time.

Reference Checks, Criminal Background Checks, Driver’s Abstract and valid driver license if required for the role.

Insight Canada is proud to offer reasonable accommodation to job applicants with disabilities.

Insight is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation or any other characteristic protected by law.

Posting Notes: Remote || Alberta (CA-AB) || Canada (CA) || SALES || None || CA - Calgary, AB; CA - Edmonton, AB; CA - Mississauga, ON; CA - Montreal, QC; CA - Ottawa, ON; CA - Quebec City, QC; CA - Richmond Hill, ON; CA - Toronto, ON; CA - Vancouver, BC; CA - Waterloo,ON; CA - Winnipeg, MB ||