Client Operations Specialist Sr
Indexed description
Insight at a Glance
- Received 35+ industry and partner awards in the past year
- $9.2 billion in revenue
- #20 on Fortune’s World's Best Workplaces™ list
- 14,000+ engaged teammates
- Recognized as a Great Place to Work in the year 2022, 2023, 2024 and 2025
- $1.4M+ total charitable contributions in 2023 by Insight globally
As a Client Operations Specialist Sr., you are 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'll get to:
What You'll Do At Insight
- 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
- Prepare, manage and submit sales quotes accurately into the appropriate quote entry system
- Ensure correct and accurate order fulfillment
- Preferably Bachelor’s Degree in any course
- Atleast 3–4 years of experience in SME environments, with a strong background in customer service, operations, and related functions
- Strong written and verbal English communications skills
- Able to thrive in an environment characterized by rapidly changing requirements and an ongoing focus on meeting operational objectives
We offer all the benefits you expect—health, dental, vision, PTO—plus:
- Health Insurance Available on Day 1 of employment (HMO) with 2 free dependents
- Hybrid Set up
- Group Life Insurance
- Freedom to work from another location—even an international destination—for up to 30 consecutive calendar days per year.
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!
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