Client Operations Representative

Requisition Number: 105567 

Client Operations Representative

Location:

This is a hybrid opportunity where you will work [#] days in the office, [#] days a week from home.

Insight at a Glance

• 14,000+ engaged teammates globally
• $8.2 billion in revenue in 2025
• Certified as a Great Place to work in 9 Countries in 2025
• Fortune 500 Company (No. 447) in 2025
• Received 25+ industry and partner awards in the past year
• $1.4M+ total charitable contributions in 2024 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 organizations through complex digital decisions.

About the role

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.  Along the way, you will get to:

• 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.  

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

• 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 

• Strong commitment to company values and operating principles 

What you can expect
We’re legendary for taking care of you, your family and to help you engage with your local community. We want you to enjoy a full, meaningful life and own your career at Insight. Some of our benefits include: 

• Freedom to work from another location—even an international destination—for up to 30 consecutive calendar days per year.
• HMO on Day 1 with 2 free dependent.

But what really sets us apart are our core values of Hunger, Heart, and Harmony, which guide everything we do, from building relationships with teammates, partners, and clients to making a positive impact in our communities.

Join us today, your ambITious journey starts here.

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.

When you apply, please tell us the pronouns you use and any reasonable adjustments you may need during the interview process.

At Insight, we celebrate diversity of skills and experience so even if you don’t feel like your skills are a perfect match - we still want to hear from you!

Insight does not accept unsolicited resumes from recruiters or employment agencies. Unsolicited resumes will be treated as direct applications from the candidate, and recruiters or agencies who submit candidates for this position without a prior, written vendor agreement will not be eligible for any form of compensation, even if the candidate is hired.