Client Operations Specialist - Major Accounts

Optiv Rosemead , CA 91770

Posted 2 months ago

At Optiv, we're on a mission to help our clients make their businesses more secure. We're one of the fastest growing companies in a truly essential industry.

In your role at Optiv, you'll be inspired by a team of the brightest business and technical minds in cyber security. We are passionate champions for our clients, and know from experience that the best solutions for our clients' needs come from working hard together. As part of our team, your voice matters, and you will do important work that has impact, on people, businesses and nations. Our industry and our company move fast, and you can be sure that you will always have room to learn and grow. We're proud of our team and the important work we do to build confidence for a more connected world.

The Client Operations Specialist Major Accounts is a sales support role assisting Client Directors, Senior Client Managers, and Client Managers with new business. Specialists complete the supporting functions related to outside sales such as generating price quotes, processing orders, assisting with client inquiries, problem solving and issue resolution. This individual may also interact directly with clients to provide pricing quotations and accept POs in the absence of the account manager. This crucial role interacts with manufacturing partners, internal business partners and outside clients in a fast- paced support atmosphere. Client Operations Specialist Major Accounts serves as the focal point of the CD, Senior CM and client's daily interaction with Optiv. The Client Operations Specialist Major Accounts support the CD, Senior CM gross margin objectives by allowing the CD, Senior CM more time to be in the field with face to face meetings and by recommending the best pricing strategy within their client base.

Primary Duties and Responsibilities:

  • Support assigned Account Managers by producing accurate and timely sales quotations for new product and services business using (CRM system).

  • Provide outstanding and enthusiastic client service and communication both by phone and email. Respond quickly and accurately to requests from inside resources as well as outside clients.

  • Prepare and submit accurate orders to purchasing. Help ensure deals are registered through partnership with the Deal Registration Desk.

  • Select probability for forecasting based on Account Executive direction. Provide ongoing forecasting assistance as needed.

  • Provide advanced system reporting to the CD, Senior CM, operations, and management upon request.

  • Multi-task ongoing activities from multiple people in a fast environment while producing accurate and timely new business quotations for products and services.

  • Develop and retain product and industry knowledge to be used to identify expertise. Commitment to developing knowledge and experience.

  • Provide historical pricing analysis to CD, Senior CM upon request.

  • Act as liaison between CD, Senior CM and operations/services organization.

  • Attend and participate in client facing meetings with CD, Senior CM to streamline client and Optiv operations.

  • Work in tandem with the assigned renewals team member to ensure all maintenance contracts are quoted and presented to CD, Senior CM clients.

  • Attend Quarterly Business Reviews (QBR) with Top Clients

  • Perform other duties as assigned.


  • Associates Degree (A.A.) or equivalent from two-year college or technical school; or six months to one-year related experience and/or training; or equivalent combination of education and experience preferred.

  • 2 or more years of experience in Business-to-Business Sales/Client Services role required.

  • Intermediate level experience with Microsoft Office; Specifically Microsoft Outlook, Word, and Excel. Internet navigation required.

  • 2 years of experience in technical or information technologies industry preferred.

  • Prior experience in Client Relationship Management software (CRM) required. experience preferred.

  • Ability to work in a sales partnership setting, where workflow is determined by incoming requests required.

All your information will be kept confidential according to EEO guidelines.

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Client Operations Specialist - Major Accounts