Client Operations Specialist

Client Operations Specialist

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.  

Location: This is a Hybrid opportunity in Edmonton, Alberta

Insight at a Glance 

• 14,000+ engaged teammates globally 

• #20 on Fortune’s World's Best Workplaces™ list  

• $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 will connect with customers, partners, and internal stakeholders.  We will count on you to support the organizations requirements. Along the way, you will get to:  

• 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 correct cost is captured on every order before order is released.  You’ll also be the one to ensure of 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.   

• Communicate with the sales team with the happenings within accounts. 

• Be AmbITious: This opportunity is not just about what you do today but also about where you can go tomorrow. When you bring your hunger, heart, and harmony to Insight, your potential will be met with continuous opportunities to upskill, earn promotions, and elevate your career. 

What we’re looking for 

• Bachelor's degree (B. A.) from four-year college or university; or two to six years related experience and/or training; or equivalent combination of education and experience.    

• Previous experience selling computer technology highly encouraged.  Strong knowledge of IT products and services needed.  

• Ability to effectively present information and respond to questions from groups of managers, clients, other teammates needed.    

• 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 be able to multi-task effectively.  

What you can expect 
We’re legendary for taking care of you, your family and to help 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. 

• Access to 11 thriving and diverse Teammate Resource Groups 

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 so even if you don’t feel like your skills are a perfect match - we still want to hear from you!