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Client Operations Specialist (Sales Support)

Calgary, AB, CA

Requisition Number: 76098 

As a Client Operations Specialist (Sales Support), 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, ordering, account management, mailbox and call management, part requests, report generation and order fulfillment.  You’ll become our AEs go-to for pre-sales support functions, including pre-qualification of accounts, product pricing, research, configuration and product information. 

 

What you’ll do at Insight:

 

  • Connect with customers, partners and internal stakeholders to solve problems in support of the organization’s sales requirements.  This will require that you prioritize and respond to incoming client calls and emails, follow-up on all open client returns in a timely manner, follow through to ensure orders are accurate, placed, fulfilled and shipped and, all the while, keep the sales teams informed of happenings within accounts. 
  • Prepare, manage and submit sales quotes accurately into the appropriate quote entry system.  Research technical information on product requests and ensure access to procurement. 
  • Manage pricing (agreement manager, contract module) and work with vendors on special pricing.  Ensure special bid pricing is applied and correct cost is captured on every order before order is released.  You’ll also be the one to ensure of contract compliance, where necessary.
  • Assist in special projects for clients and our sales teams:  providing reporting, requesting and setting up new client sold-to’s, bill-to’s, and ship-to’s, assisting clients with Insight web accounts and providing ad hoc status updates.

 

What you’ll need to join Insight:

 

  • Bachelor's degree (B. A.) from four-year college or university; or one to five years related experience and/or training; or equivalent combination of education and experience. 
  • Strong MS Office skills, especially Excel.
  • Ability to effectively present information and respond to questions from groups of managers, clients, other teammates needed.  
  • Strong communication (verbal and written), organization, problem solving and time management skills.
  • Able to build relationships and quickly develop trust with clients, as well as internal personnel.
  • Must be able to adhere to tight service level agreements (SLAs) and be able to multi-task effectively.

     

**This is a TEMPORARY role**

 

About Insight

Insight’s success begins with our people making meaningful connections every day. Our culture lives in our teammates. Insight is looking for great people who will embrace our values of Hunger, Heart and Harmony. Hunger to create new opportunities for our clients. Heart to make a positive impact in people’s lives. Harmony to celebrate each other’s unique contributions to bring solutions to clients.

 

Join our team as we work to deliver the best solutions through Intelligent Technology Solutions™, the new IT.

  • Global technology provider of IT hardware, software and service solutions
  • Fortune 500 company founded in 1988
  • 5,700+ teammates worldwide, operating in 22 countries
  • 2016 Best Places to Work (Phoenix Business Journal), Great Place to Work Certification
  • 2017 Dell EMC Titanium Black Partner, 2016 HP US Personal Systems Reseller of the Year, 2016 Cisco Gold Certification in North America, Microsoft’s No. 1 Global Licensing Solution Provider

 

Today's talent leads tomorrow's success. Learn about careers at Insight: canadajobs.insight.com.

 

Insight is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation or any other characteristic protected by law.

 

Posting Notes: Calgary || Alberta (CA-AB) || Canada (CA) || OPS || None || CA - Calgary, AB ||


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