
Order Management Specialist
7 days ago
Location: The role will be a hybrid position located in Pasig, Philippines
Insight at a Glance
- 14,000+ engaged teammates globally
- 20 on Fortune's World's Best Workplaces list
- $9.2 billion in revenue
- Received 35+ industry and partner awards in the past year
- $1.4M+ total charitable contributions in 2023 by Insight globally
Now is the time to bring your expertise to Insight. We are not just a tech company; we are a people-first company. We believe that by unlocking the power of people and technology, we can accelerate transformation and achieve extraordinary results. As a Fortune 500 Solutions Integrator with deep expertise in cloud, data, AI, cybersecurity, and intelligent edge, we guide organisations through complex digital decisions.
About the role
As a Client Operations Specialist, you'll be responsible for providing customer service and managing the sales processes for an assigned team of Account Executives. Your role is to assist with quoting, onboarding, demand planning, order history, price negotiations, software contract creation, account management, and account documentation. You'll become our AE's go-to for pre-sales support functions, including pre-qualification of accounts, product pricing, research, configuration, and product information.
As a Client Operations Specialist you will:
- Build and bolster strong client relationships, maintaining a high level of service and satisfaction. Support the COAM by onboarding clients and projects, assisting with moderate complexity quoting, and helping with price negotiations.
- Ascertain client needs and craft relevant solutions.
- Maximize profitability through deal registration, partner negations, and relationships.
- Take a proactive approach to inventory management and demand planning, , monitoring the pipeline, looking at order history, maintaining rollout schedules and t-minus schedules, leading GPO, creating software contracts, and engaging in lifecycle management.
- Maintain account documentation, ensuring that all client interactions are tracked within our standardized templates and engagement portals.
- Be AmbITious: This opportunity is not just about what you do today but also about where you can go tomorrow. When you bring your hunger, heart, and harmony to Insight, your potential will be met with continuous opportunities to upskill, earn promotions, and elevate your career.
What we're looking for
- Bachelor's degree (B.A.) from four-year College or University; or two to six years related experience and/or training; or equivalent combination of education and experience.
- Previous experience selling computer technology.
- Strong knowledge of Insight tools, products, and services needed.
- Strengths should include strong communication, strategic and critical thinking, and problem solving.
- Must be self-driven, motivated, and results-oriented, particularly towards driving margin expansion and client retention.
- Proven ability to build relationships and quickly develop trust with clients, as well as internal personnel.
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