Client Operations Associate

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