Client Business Specialist, Field Team
Summary
The Client Business Specialist, Field supports multiple Outside Sellers and customers, serving as the end-to-end point of contact for sales execution. This role is responsible for managing sales transactions from quote to cash while supporting Outside Sellers with a customer-first mindset. The ideal candidate is highly organized, detail-oriented, and thrives in a fast-paced, collaborative environment.
Key Responsibilities
Sales Operations
Strategically partner with Solution Architects, Sales Representatives, and internal stakeholders to design and quote IT solutions aligned to client needs Manage the full sales order lifecycle from quote to cash, including:
Navigating complex deal registration and ordering processes across OEMs and distributors Quote creation, purchase order management, returns, delivery coordination, and pipeline forecasting verification
Exercise discretion in determining optimal pricing and vendor options based on manufacturer promotions; collaborate closely with Sales Reps on pricing strategy Track and monitor product and software warranty expirations and renewals Manage cloud licensing by reviewing usage reports and invoices for accurate processing Support reporting, special projects, and ad hoc requests from Sales Reps and management Customer Success
Build and maintain strong internal and external relationships across cross-functional teams Develop a working understanding of client preferences and vendor requirements to ensure seamless customer experience Project Management
Route and assist with quoting requests for Professional Services and Managed Services Support services order setup and billing requirements Position Requirements
Strong organizational skills with exceptional attention to detail Self-motivated with a strong work ethic and the ability to work independently or as part of a team Ability to pivot and reprioritize tasks throughout the day based on evolving business needs Desire to learn and grow knowledge of IT products and services Advanced proficiency in Microsoft Office applications, particularly Outlook and Excel Excellent communication and customer relationship skills Education & Experience
Some college coursework and/or business courses preferred Experience in supply chain or sales operations strongly preferred Prior experience at a technology company is a significant plus Work Conditions
Traditional business hours with flexibility required during peak periods Hybrid role, in-office collaboration is encouraged Computer-based position requiring extended periods of sitting and participation in virtual meetings Ability to operate standard computer equipment, including keyboard, mouse, and related devices
Summary
The Client Business Specialist, Field supports multiple Outside Sellers and customers, serving as the end-to-end point of contact for sales execution. This role is responsible for managing sales transactions from quote to cash while supporting Outside Sellers with a customer-first mindset. The ideal candidate is highly organized, detail-oriented, and thrives in a fast-paced, collaborative environment.
Key Responsibilities
Sales Operations
Strategically partner with Solution Architects, Sales Representatives, and internal stakeholders to design and quote IT solutions aligned to client needs Manage the full sales order lifecycle from quote to cash, including:
Navigating complex deal registration and ordering processes across OEMs and distributors Quote creation, purchase order management, returns, delivery coordination, and pipeline forecasting verification
Exercise discretion in determining optimal pricing and vendor options based on manufacturer promotions; collaborate closely with Sales Reps on pricing strategy Track and monitor product and software warranty expirations and renewals Manage cloud licensing by reviewing usage reports and invoices for accurate processing Support reporting, special projects, and ad hoc requests from Sales Reps and management Customer Success
Build and maintain strong internal and external relationships across cross-functional teams Develop a working understanding of client preferences and vendor requirements to ensure seamless customer experience Project Management
Route and assist with quoting requests for Professional Services and Managed Services Support services order setup and billing requirements Position Requirements
Strong organizational skills with exceptional attention to detail Self-motivated with a strong work ethic and the ability to work independently or as part of a team Ability to pivot and reprioritize tasks throughout the day based on evolving business needs Desire to learn and grow knowledge of IT products and services Advanced proficiency in Microsoft Office applications, particularly Outlook and Excel Excellent communication and customer relationship skills Education & Experience
Some college coursework and/or business courses preferred Experience in supply chain or sales operations strongly preferred Prior experience at a technology company is a significant plus Work Conditions
Traditional business hours with flexibility required during peak periods Hybrid role, in-office collaboration is encouraged Computer-based position requiring extended periods of sitting and participation in virtual meetings Ability to operate standard computer equipment, including keyboard, mouse, and related devices