Client Operations Associate/Specialist

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