
Client Operations Representative
1 week ago
Client Operations Representative
Pasig City, Palawan Insight Enterprises, Inc.
Job Description
Client Operations Representative Level 1 will be responsible for providing customer service and managing the sales processes of their assigned Account Executive or team of Account Executives. This includes quoting, ordering and account management, mailbox and call management, part requests, report generation, order fulfillment, reporting, and collections. Pre-sales support functions include pre-qualification of accounts, product pricing, research, configuration and product information.
Responsibilities- Provide customer service and manage sales processes for assigned Account Executives, including quoting, ordering, account management, mailbox and call management, part requests, report generation, order fulfillment, reporting, and collections.
- Support pre-sales activities: pre-qualification of accounts, product pricing, research, configuration, and product information.
- Develop efficient practices to serve business needs and work on special projects for clients and sales force as needed.
- Attend trainings and webinars as directed; build relationships with other departments to increase efficiencies.
- Research technical information on product requests and ensure access to procurement; ensure correct and accurate order processing.
- Prepare, manage and submit sales quotes in the appropriate system; apply correct special bid pricing and ensure contract compliance.
- Set up new client sold-to’s, bill-to’s, and ship-to’s as needed; manage pricing and work with vendors on special pricing.
- Assist clients with Insight web accounts; ensure correct order fulfillment; manage RMA, credit re-bills, and collections facilitation.
- Follow up on open client returns; ensure replacement orders (if applicable) are placed and shipped; keep sales force informed of problems and resolutions; provide order status to client base.
- Preferably Bachelor’s Degree in any course; College Level
- Some experience in customer service, operations, or related roles
- Able to thrive in an environment with changing requirements and focus on meeting operational objectives
- Strong written and verbal English communication skills
- Able to manage multiple priorities
Today, every business is a technology business. Insight Enterprises, Inc. empowers organizations of all sizes with Insight Intelligent Technology Solutions and services to maximize the business value of IT. As a Fortune 500-ranked global provider of digital innovation, cloud/data center transformation, connected workforce, and supply chain optimization solutions and services, we help clients manage their IT today while transforming for tomorrow. From IT strategy and design to implementation and management, our 11,000 teammates help clients innovate and optimize their operations to run smarter.
About Insight highlights: Founded in 1988 in Tempe, Arizona; 11,000+ teammates in 21 countries; significant revenue and recognitions; Equal opportunity employer; commitment to diversity and responsible business practices.
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