Client Operations Associate

The Client Operations Associate/ Specialistis responsible for Supporting the sales team by helping turn opportunities into completed orders. This role focuses on building quotes, registering deals, and coordinating with internal teams to get orders processed quickly and accurately.

Core Responsibilities

1. Quote & Deal Support

• Build quotes based on sales requests

• Register deals with manufacturers

• Work with vendors/distributors to get pricing

• Help structure deals to meet pricing and margin targets

2. Order Processing

• Review and validate orders before submission

• Ensure all required information is complete and accurate

• Submit orders to procurement and track progress

3. Coordination Across Teams

• Work with Sales (Client Directors), distributors, manufacturers, presales engineers, procurement, and logistics

• Help move deals from request →quote →order →delivery

• Support multiple Client Directors based on team priorities and workload (not assigned to just one individual)

• Communicate regularly with teammates to understand workload and offer help when capacity allows

• Proactively assist others when available, and seek help when workload is high

• Work as a team to ensure all requests are completed on time, regardless of who receives them

4. Issue Resolution

• Help resolve delays with pricing, orders, or shipments

• Follow up with internal teams or partners as needed

• Escalate issues when something is blocked

5. Basic Data & Tracking

• Keep Salesforce opportunities updated

• Track deal status and key dates

• Ensure requests meet intake requirements

Role Scope & Expectations

• Primarily supports internal teams, with potential for limited client interaction

• Focused on execution, not deep technical design

• Expected to develop a strong understanding of the products and solutions being quoted

Success in this role looks like:

• Fast, accurate quote turnaround

• Clean and complete order submissions

• Fewer delays or errors in processing

• Strong coordination across teams

• Success in this role is measured by team efficiency, not individual efficiency.

How this supports Mid-Market

• Enables higher volume handling without impacting turnaround times

• Allows the team to stay focused on sales activity while maintaining operational quality

Preferred Experience & Attributes (Nice to Have)

• Experience with Salesforce or similar CRM tools

• Experience with IT quoting, VAR environments, or distributors (e.g., Ingram Micro, TD SYNNEX)

• Strong communication skills across teams and partners

• Team-first mindset with a focus on overall success, not individual ownership

• Proactive attitude - consistently asking “How can I help?”

• Comfortable asking questions and seeking clarity when needed

• Willingness to step in and support teammates when capacity allows

Working Hours Expectation

• Resources should align to East Coast business hours to support the team effectively

• Target coverage is approximately 8:00 AM - 5:00 PM Eastern, with a 1-hour lunch

• Some flexibility on exact start/end times is fine, as long as there is strong overlap with East Coast working hours

Education and Experience

• Bachelor’s degree preferred, or equivalent relevant experience

• Associate- 3+yrs | Specialist-7+yrs of experience in Sales Support, Customer Operations, or a related role

• Experience in the technology industry(OEM hardware, software, SaaS, or subscription-based models preferred)

Knowledge, Skills, Abilities

• Proven ability to work in a high-volume, fast-paced renewal or sales environment

• Strong written and verbal communication skills with the ability to clearly articulate pricing, terms, and next steps

• Excellent organizational, time management, and multitasking skills

• Strong analytical and mathematical aptitude, including the ability to calculate margins using cost-plus, list-based, and flat GPM% models

• Ability to work independently while collaborating effectively with cross-functional teams

• Experience using Salesforce or similar CRM systems (required)

• Moderate proficiency in Excel

• Detail-oriented with a strong focus on accuracy and follow-through

• Customer-focused mindset with the ability to maintain professionalism in sales-centric environments

• Strong work ethics and commitment to a positive, balanced work environment