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 you’ll 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
- Work with vendor or manufacturer for pre and post sales requests
- 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
- Backlog Management
- Provide order status for client base