Client Operations Representative

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