Client Operations Specialist - Major Accounts

Optiv Rosemead , CA 91770

Posted 3 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.

upload resume icon
See if you are a match!

See how well your resume matches up to this job - upload your resume now.

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Contracts Specialist Contract Administration

Edison International

Posted 2 days ago

VIEW JOBS 1/15/2019 12:00:00 AM 2019-04-15T00:00 ENERGY FOR WHAT'S AHEAD Are you looking to make a difference in your career? We're working on smarter grids, cleaner energy and tools to help people manage energy more efficiently. About Transmission and Distribution Southern California Edison's (SCE's) Transmission and Distribution Organizational Unit (T & D) is responsible for planning, engineering, constructing, operating, and maintaining transmission and distribution facilities throughout the 50,000-square-mile territory. T&D is the steward of roughly $19 billion in assets that safely and reliably deliver electricity to 14 million residents via SCE's 5 million customer accounts. Position Overview This position will be in the Contract Management, Grid Contracts Origination & Operations group within Southern California Edison's (SCE) Transmission and Distribution Organizational Unit. This position will be responsible for managing a portfolio of transmission related Contracts under the jurisdiction of the Federal Energy Regulatory Commission (FERC), California Public Utilities Commission (CPUC), and the California Independent System Operator (CAISO). Typical Responsibilities: * Responsible for managing and coordinating contract administration activities to ensure all contractual obligations are met and maintained in a manner that ensures good customer relations while representing the interest of the company. * Acts as the single point of contact for customers on contractual matters. * Leads meetings, develops agendas, summarizes and documents decisions and action items, and disseminates meeting minutes. * Monitors and completes contract close-out, extension or renewal, and communicates information to all stakeholders. * Ensures effective and sustainable controls are in place to meet FERC, CPUC, and CAISO compliance requirements. * Develops and follows processes to ensure contracts are managed efficiently, consistently, and in compliance with SCE's commitments under the contracts and its regulatory obligations. * Interprets contract provisions, resolves unusual or politically sensitive disputes, and resolves invoice and payment issues. * Provides advice, solutions, and recommendations on decisions having moderate impact on the organization. * Updates the electronic document storage system and contract database. * Performs other duties and responsibilities as assigned. Minimum Qualifications * Five or more years of experience in a Contract Management, Program Management or Project Management position. * Utility Industry experience. Desired Qualifications * Bachelor's Degree in Engineering, Business, Finance, Economics, Statistics or in a STEM (Science, Technology, Engineering, Mathematics) discipline. * Experience in performing all aspects of contract management, including analyzing significant, and/or unique contract requirements, special provisions, terms and conditions to ensure compliance, defining required actions to satisfy contractual obligations, and resolving contractual issues or disputes. * Familiar with FERC, CPUC, and CAISO tariffs and regulations. * Five or more years of experience in contract management, program management, project management specifically in the areas of compliance, risk management or quality control. * Experience analyzing complex information, formulating logical approaches and making effective recommendations to address complex issues. * Experience prioritizing and managing competing priorities while maintaining close attention to detail, accuracy and timeliness. * Ability to clearly and concisely express information to wide range of persons including non-technical associates, peers, and executive management. * Experience with the development and application of industry best practices, standards, procedures, and compliance as they relate to contract management. * Experience working in a team and cross-functional environment, being able to transition between a lead and support role as driven by the business. * Proficient with Microsoft Word, Excel, PowerPoint, and Visio. Comments * Candidates for this position must be legally authorized to work directly as employees for any employer in the United States without visa sponsorship. * Relocation does not apply to this position. Southern California Edison, an Edison International (NYSE:EIX) company, serves a population of approximately 15 million via 5 million customer accounts in a 50,000-square-mile service area within Central, Coastal and Southern California. Join the utility leader that is safely delivering reliable, affordable electricity to our customers for over 125 years. SCE is a proud Equal Opportunity Employer and will not discriminate based on race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status or any other protected status. Edison International Rosemead CA

Client Operations Specialist - Major Accounts