Client Operations Representative

Position Overview 

The 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 (AE).  This involves, but is not limited to: 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.  

What will you do at Insight 

• The Client Operations Representative will be responsible for developing efficient practices to serve business needs. 

• Work on special projects for clients and sales force as needed. 

• Attend Company, vendor, and publisher trainings and webinars, as directed. 

• Build relationships with other Insight departments and increase efficiencies where applicable. 

• Prioritize and respond to incoming client calls and emails 

• Research technical information on product requests and ensure access to procurement. 

• Responsible for correct and accurate order processing. 

• Prepare, manage and submit sales quotes accurately into the appropriate quote entry system. 

• Research technical information on product requests and ensure access to procurement. 

• Ensure special bid pricing is applied and correct cost is captured on every order before order is released. 

• Ensure contract compliance 

• Request and/or set up new client sold-to’s, bill-to’s, and ship-to’s as needed. 

• Manage pricing (agreement manager, contract module) and work with vendors on special pricing. 

• Assist clients with their web accounts with Insight. 

• Ensure correct and accurate order fulfillment 

• Responsible for RMA management, credit re-bills and collections facilitation. 

• Follow-up on all open client returns in a timely manner. 

• Follow through to make sure the replacement order (if applicable) is placed and shipped. 

• Positive interaction with Customer Service /Purchasing on RA/Replacements. 

• Keep sales force informed of any problems and final resolution of issue. 

• Provide order status for client base. 

What you’ll need to join Insight 

• Preferably Bachelor’s Degree in any course 

• College Level 

• Some experience in customer service, operations, and other related experience.  

• Able to thrive in an environment characterized by rapidly changing requirements and an ongoing focus on meeting operational objectives 

• Strong written and verbal English communications skills 

• Able to successfully manage multiple priorities