Client Operations Specialist - Calgary - Insight Enterprises, Inc.

Description

Client Operations Specialist

Location: The role will be a hybrid position located in Canada in one of our hub offices (Mississauga, Montreal, Calgary, or Edmonton).

Insight at a Glance

• 14,000+ engaged teammates globally
• $9.2 billion in revenue
• Received 35+ industry and partner awards in the past year
• $1.4M+ total charitable contributions in 2023 by Insight globally

Now is the time to bring your expertise to Insight. We are not just a tech company; we are a people‑first company. We believe that by unlocking the power of people and technology, we can accelerate transformation and achieve extraordinary results. As a Fortune 500 Solutions Integrator with deep expertise in cloud, data, AI, cybersecurity, and intelligent edge, we guide organisations through complex digital decisions.

About the role

As a Client Operations Specialist, you'll be responsible for providing customer service and managing the sales processes for an assigned team of Account Executives. Your role is to assist with quoting, ordering, account management, mailbox and call management, part requests, report generation and order fulfillment. You'll become our AEs go‑to for pre‑sales support functions, including pre‑qualification of accounts, product pricing, research, configuration and product information.

As a Client Operations Specialist you will:

• Connect with customers, partners and internal stakeholders to solve problems in support of the organization's sales requirements. This will require that you prioritize and respond to incoming client calls and emails, follow up on all open client returns in a timely manner, ensure orders are accurate, placed, fulfilled and shipped, and keep the sales teams informed of happenings within accounts.
• Prepare, manage and submit sales quotes accurately into the appropriate quote entry system. Research technical information on product requests and ensure access to procurement.
• Manage pricing (agreement manager, contract module) and work with vendors on special pricing. Ensure special bid pricing is applied and the correct cost is captured on every order before order is released. Also ensure contract compliance where necessary.
• Assist in special projects for clients and our sales teams, providing reporting, requesting and setting up new client sold‑to's, bill‑to's, and ship‑to's, assisting clients with Insight web accounts and providing ad hoc status updates.

What we're looking for

• Bachelor's degree (B.A.) from a four‑year college or university; or one to five years related experience and/or training; or equivalent combination of education and experience.
• Ability to effectively present information and respond to questions from groups of managers, clients, and other teammates.
• Strong communication (verbal and written), organization, problem‑solving and time‑management skills.
• Able to build relationships and quickly develop trust with clients, as well as internal personnel.
• Must be able to adhere to tight service level agreements (SLAs) and multi‑task effectively.

What you can expect

We're legendary for taking care of you, your family, and helping you engage with your local community. We want you to enjoy a full, meaningful life and own your career at Insight. Some of our benefits include:

• Freedom to work from another location—even an international destination—for up to 30 consecutive calendar days per year.

But what really sets us apart are our core values of Hunger, Heart, and Harmony, which guide everything we do, from building relationships with teammates, partners, and clients to making a positive impact in our communities.

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, and even if you don't feel like your skills are a perfect match, we still want to hear from you Insight does not accept unsolicited resumes from recruiters or employment agencies. Unsolicited resumes will be treated as direct applications from the candidate, and recruiters or agencies who submit candidates for this position without a prior, written vendor agreement will not be eligible for any form of compensation, even if the candidate is hired.

About Insight

Insight's success begins with our people making meaningful connections every day. Our culture lives in our teammates. Insight is looking for great people who will embrace our values of Hunger, Heart and Harmony. Hunger to create new opportunities for our clients. Heart to make a positive impact in people's lives. Harmony to celebrate each other's unique contributions to bring solutions to clients.

Join us as we work to deliver the best solutions through Intelligent Technology, the new IT.

• Global technology provider of IT hardware, software and service solutions
• Fortune 500 company founded in 1988
• 5,400 teammates worldwide, operating in 22 countries
• One of The Valley's 2015 Healthiest Employers (Phoenix Business Journal)
• 2015 Dell Healthcare Partner of the Year, 2015 HP PartnerOne Financial Services Partner of the Year, 2014 Cisco Global Architectural Excellence Partner of the Year, Microsoft's No. 1 Global Licensing Solution Provider

Job Segment: Operations Manager, Pre‑Sales, Cloud, Compliance, Fulfillment, Operations, Sales, Technology, Legal

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