[Remote] Client Operations Specialist - Renewals | Remote, USA
Note: The job is a remote job and is open to candidates in USA. Optiv is a leading security solutions provider, and they are seeking a Client Operations Specialist - Renewals to assist Client Managers and Directors in managing recurring renewal business. This role involves generating price quotes, processing orders, and providing excellent client service to support the renewal and maintenance contracts business.ResponsibilitiesSupport Client Managers / Client Directors in the Great Lakes region by proactively monitoring existing renewal business with a timely generation of quotes, validation of service contracts, auditing, and management of all aspects of the renewable pipeline using Salesforce.comProvide excellent client service and communication via available tools and resources. Respond quickly and accurately to requests from internal business functions as well as outside clients and partnersCoordinate & advise Client Manager, Client Director & Clients to explore various opportunities: upsell level of services support, authorized support, multi-year contracts, technology refreshes (EOL/EOS), co-term contracts in combination with various partner technologiesMake strategic and competitive pricing recommendations utilizing various pricing tools to maximize Optiv’s profit marginsCoordinate with client management team to identify upsell/cross sell opportunities, negotiate discounts with vendors and distributors, and strategize ways to increase value for client while maximizing marginsProvide information on maintenance contracts and asset tracking as requestedPrepare and submit accurate orders for purchasingProvide system reporting to the Client Manager/Client Director, operations, and management upon requestAct as liaison between Client Manager/Client Director and Optiv internal business unitsFacilitate the completion of client requested documentation, including RFPs, supplier forms, and other nonstandard documentsCollaborate with internal teams to share best practices, ideas, training, that support Optiv’s culture and core valuesBuild a professional relationship with Client Managers / Client Directors so as to reflect Optiv's Core ValuesProactively follow-up with clients/manufacturers/distributors/Client Managers/Client Directors to support the renewals sales cycleParticipate in corporate compliance trainings, operations/systems improvements, user-acceptance testing and personal career development activitiesDevelop and maintain product and industry knowledgeMaintain account health through data integrity, credit standing etcActively volunteer to complete tasks on behalf of peers that are out of the officePerform other duties as assignedSkillsAssociates 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 preferredTwo or more years of experience in Business-to-Business Sales/Client Services role requiredPrior experience in Client Relationship Management software (CRM) requiredProven ability to prioritize multiple tasks in a fast-paced environment requiredAbility to work in a sales partnership setting, where workflow is determined by incoming requests requiredAbility to build relationships and trust with internal and external partners/clientsAbility to prioritize tasks to align with deadlinesSuperior organizational skills, independent judgment and functional arithmetic skillsPrior experience with managing renewal contracts preferredIntermediate level experience with Microsoft Office; specifically, Microsoft Outlook, Word and Excel. Internet navigation requiredTwo years of experience in technical or information technologies industry preferredSalesforce.com experience preferredBenefitsA company committed to our inclusive value through our Employee Resource GroupsWork/life balanceProfessional training resourcesCreative problem-solving and the ability to tackle unique, complex projectsVolunteer Opportunities. “Optiv Chips In” encourages employees to volunteer and engage with their teams and communities.The ability and technology necessary to productively work remotely/from home (where applicable)Company OverviewOptiv is a cyber security solutions provider in North America that help clients plan, build and run successful cyber security programs. It was founded in 2015, and is headquartered in Denver, Colorado, USA, with a workforce of 1001-5000 employees. Its website is http://www.optiv.com/.Company H1B SponsorshipOptiv has a track record of offering H1B sponsorships, with 2 in 2025, 8 in 2024, 9 in 2023, 11 in 2022, 20 in 2021, 12 in 2020. Please note that this does not guarantee sponsorship for this specific role.