Overview
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.
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
#J-18808-Ljbffr
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.
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
#J-18808-Ljbffr