Client Operations Specialist Employee Full Time

Connection Business Services

Employee, Full-Time

Sacramento, CA

02/05/19

Client Operations Specialist

Western Territory (Remote) #5111

Sacramento, California

COMPANY

Connection Enterprise Solutions

FUNCTIONAL GROUP

Sales Support and Services

Job Title

Client Operations Specialist – Western Territory (Remote)

State

California

Description

Connection Enterprise Solutions is a profitable $1B+ company focusing on providing technology solutions for the Fortune 2000, located in Boca Raton, Florida. Connection Enterprise Solutions is a wholly-owned subsidiary of Connection (CNXN), a $2.5 Billion+ publicly traded company located in Merrimack, NH.

Connection Enterprise Solutions offers a wide range of technology services with over 500 technical certifications and a qualified team of expert engineers, software licensing specialists and project managers to offer best-in-class solutions to our customers. We deliver end-to-end solutions across the entire IT lifecycle–from assessment, design, procurement, and installation to management and asset disposition. Focused on solving the complex business challenges of enterprise customers, Connection Enterprise Solutions is a one-stop source for a full range of IT products and services, including data center, networking, mobility, and software solutions. Offering over a million products from 1,600 technology vendors, Connection Enterprise Solutions’ proprietary cloud based e-procurement system, TRAXX, creates a streamlined, efficient approach to IT procurement that reduces the cost and complexity of buying hardware, software and services. By leveraging our strategic relationships with leading IT manufacturers and software publishers, Connection Enterprise Solutions is able to provide the best pricing and preferred product availability.

Job Summary

Working under direct supervision of the Client Operations Manager, selecting from a variety of established procedures to accomplish assigned duties and responsibilities, the Client Operations Specialist handles the administrative tasks associated with more complex velocity client orders and client standards. The Specialist role requires heavy data entry for velocity quotes, repetitive order entry, client standards and returns. The Specialist monitors the daily Open Order Report for daily actions and provides custom reporting of information required by the client. The Specialist responds timely to client requests regarding order tracking and pricing requests for clients with already established system pricing.

Essential Job Functions:

Order Processing

Responds timely to client requests and prompt placement of orders within company procedural guidelines to meet the client’s SLA.

Understanding of shipment cutoff times for all major distribution partners and carriers

Proactive communication to client on order placements including order ETA and back order information at time of order placement.

Escalates cost changes/EOL to Sales Operations Advisor or IAM

Quote Requests

Provides timely quotes, within 4 hours, for customers on run rate velocity products based on direction from the Sales team.

Assists with quotes for accounts with established pricing.

Sales Administrative Support

Provides administrative support for open order tracking, scheduled and custom reporting, and inquiries on sales orders

Researches open orders and provide ETA information to clients in a report format.

Switches suppliers or recommends replacement products with input from sales team.

Enters and updates order information in the system for all team members to access.

Uses established tools to provide the customer with any one off or scheduled report

Works with Sales team on any complex requests on open orders or reports

Works with management on any request that falls outside the scope of any existing report

Responds to client email requests for tracking, serial numbers, packing slips and other Return Merchandise Authorizations (RMA)

Initiates retur…

Administrative , Virtual Admin , Customer Service , Data Entry , Sales