Client Operations Specialist

Position Overview 

The Client Operations Specialist will be responsible for providing customer service and managing the sales processes of their assigned Account Executive or team of Account Executives (AE).  This involves, but is not limited to: quoting, ordering and account management, mailbox and call management, part requests, report generation, order fulfillment, reporting, and collections.  Pre-sales support functions include: pre-qualification of accounts, product pricing, research, configuration and product information.   

What you’ll do at Insight  

• The Client Operations Specialist will be responsible for developing efficient practices to serve business needs. 

• Work on special projects for clients and sales force as needed.  

• Attend Company, vendor, and publisher trainings and webinars, as directed. 

• Build relationships with other Insight departments and increase efficiencies where applicable. 

• Prioritize and respond to incoming client calls and emails  

• Research technical information on product requests and ensure access to procurement. 

• Responsible for correct and accurate order processing.  

• Prepare, manage and submit sales quotes accurately into the appropriate quote entry system. 

• Research technical information on product requests and ensure access to procurement. 

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

• Ensure contract compliance 

• Provide reporting for clients.  

• Request and/or set up new client sold-to’s, bill-to’s, and ship-to’s as needed. 

• Manage pricing (agreement manager, contract module) and work with vendors on special pricing. 

• Assist clients with their web accounts with Insight. 

• Ensure correct and accurate order fulfillment 

• Responsible for RMA management, credit re-bills and collections facilitation. 

• Follow-up on all open client returns in a timely manner. 

• Follow through to make sure the replacement order (if applicable) is placed and shipped.  

• Positive interaction with Customer Service /Purchasing on RA/Replacements. 

• Keep sales force informed of any problems and final resolution of issue.  

• Provide order status for client base.  

What you’ll need to join Insight 

• Preferably Bachelor’s Degree in any course  

• College Level 

• 2 years of experience in customer service and operations and other related experience.   

• Able to thrive in an environment characterized by rapidly changing requirements and an ongoing focus on meeting operational objectives 

• Strong written and verbal English communications skills 

• Able to successfully manage multiple priorities 

• Proven ability to communicate effectively across all levels of the organization 

• Strong commitment to company values and operating principles 

Preferred 

• Experience supporting or working in logistics, customer service, technical support, operations  

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 sit, talk, hear, and operate a computer, telephone and keyboard. 

• Specific vision abilities required by this job include close vision requirements due to computer work. 

• Ability to uphold the stress of traveling. 

• Regular, predictable attendance is required; including quarter-driven hours as business demands dictate. 

• Must be able to work on the phone for extended periods of time. 

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. 

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.