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Client Operations Specialist - Strategic Manager

Optiv

Full-time
USA
operations
documentation
coaching
automation
reporting
The job listing has expired. Unfortunately, the hiring company is no longer accepting new applications.

To see similar active jobs please follow this link: Remote Customer Success jobs

This position can be hired remotely anywhere in the U.S.

The Client Operations Specialist – Manager is responsible for coaching, managing, and developing a team of approximately 10 Client Operations Specialists, whose central focus is supporting a field sales organization with quoting, strategic pricing, order placement, client service and issue resolution. The Client Operations team supports area gross margin objectives by giving account managers more time to sell and ensures a smooth buying process for clients.   

 

How you'll make an impact

  • Organize, direct and motivate Client Operations Specialist (COS) team members to align with strategic objectives 

  • Set quarterly goals/objectives for each COS team member 

  • Monitor COS team member progress towards goals/objectives 

  • Actively work with sales and operations on process improvement initiatives 

  • Drives the development and training of new COS team members and provides ongoing performance coaching to existing COS team members 

  • Troubleshoot advanced problems, provide guidance for complex quote/order scenarios 

  • Act as escalation path for regional director 

  • Load balance volume between COS team members 

  • Develop and execute advanced reporting, possibilities include quote/order accuracy rate of COS team, SLA attainment, transactional volume, deal registration analysis 

  • Create and maintain COS training/reference documentation 

  • Maintain COS team data on company intranet  

  • Conduct annual performance review of each team member and informal quarterly performance reviews. 

  • Build process workflows to scale team as sales force grows 

  • Manage month/quarter end activities as necessary 

  • As new opportunities arise within the organization, additional responsibilities will be assumed. 

  • The Client Operations Specialist – Manager Position has approximately 8-10 direct reports.  

 

What we're looking for 

  • Associates Degree (A.A.) or equivalent from two-year College or technical school; or six months to one year related experience and/or training; or equivalent combination of education and experience preferred.  

  • 2 or more years of experience in Business-to-Business Sales/Client Services role required.  

  • Intermediate level experience with Microsoft Office; Specifically Microsoft Outlook, Word and Excel. Internet navigation required. 

  • 2 years of experience in technical or information technologies industry preferred.  

  • Prior experience in Client Relationship Management software (CRM) required. Salesforce.com experience preferred. 

  • Ability to work in a sales partnership setting, where workflow is determined by incoming requests required.   

  • Ability to build relationships and trust with internal and external partners/clients.   

  • Ability to prioritize tasks to align with particular deadlines 

  • Ability to lead and motivate direct reports, often remote. 

  • Superior organizational skills, independent judgment and functional arithmetic skills. 

 

 

What you can expect from Optiv

  • A company committed to championing Diversity, Equality, and Inclusion through our Employee Resource Groups.

  • Work/life balance

  • Professional training resources

  • Creative problem-solving and the ability to tackle unique, complex projects

  • Volunteer Opportunities. “Optiv Chips In” encourages employees to volunteer and engage with their teams and communities.

  • The ability and technology necessary to productively work remotely/from home (where applicable)

EEO Statement

Optiv is an equal opportunity employer. All qualified applicants for employment will be considered without regard to race, color, religion, sex, gender identity or expression, sexual orientation, pregnancy, age 40 and over, marital status, genetic information, national origin, status as an individual with a disability, military or veteran status, or any other basis protected by federal, state, or local law.

Optiv respects your privacy. By providing your information through this page or applying for a job at Optiv, you acknowledge that Optiv will collect, use, and process your information, which may include personal information and sensitive personal information, in connection with Optiv’s selection and recruitment activities.  For additional details on how Optiv uses and protects your personal information in the application process, click here to view our Applicant Privacy Notice. If you sign up to receive notifications of job postings, you may unsubscribe at any time.

About the job

Full-time
USA
23 Applicants
Posted 2 weeks ago
operations
documentation
coaching
automation
reporting
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Client Operations Specialist - Strategic Manager

Optiv
The job listing has expired. Unfortunately, the hiring company is no longer accepting new applications.

To see similar active jobs please follow this link: Remote Customer Success jobs

This position can be hired remotely anywhere in the U.S.

The Client Operations Specialist – Manager is responsible for coaching, managing, and developing a team of approximately 10 Client Operations Specialists, whose central focus is supporting a field sales organization with quoting, strategic pricing, order placement, client service and issue resolution. The Client Operations team supports area gross margin objectives by giving account managers more time to sell and ensures a smooth buying process for clients.   

 

How you'll make an impact

  • Organize, direct and motivate Client Operations Specialist (COS) team members to align with strategic objectives 

  • Set quarterly goals/objectives for each COS team member 

  • Monitor COS team member progress towards goals/objectives 

  • Actively work with sales and operations on process improvement initiatives 

  • Drives the development and training of new COS team members and provides ongoing performance coaching to existing COS team members 

  • Troubleshoot advanced problems, provide guidance for complex quote/order scenarios 

  • Act as escalation path for regional director 

  • Load balance volume between COS team members 

  • Develop and execute advanced reporting, possibilities include quote/order accuracy rate of COS team, SLA attainment, transactional volume, deal registration analysis 

  • Create and maintain COS training/reference documentation 

  • Maintain COS team data on company intranet  

  • Conduct annual performance review of each team member and informal quarterly performance reviews. 

  • Build process workflows to scale team as sales force grows 

  • Manage month/quarter end activities as necessary 

  • As new opportunities arise within the organization, additional responsibilities will be assumed. 

  • The Client Operations Specialist – Manager Position has approximately 8-10 direct reports.  

 

What we're looking for 

  • Associates Degree (A.A.) or equivalent from two-year College or technical school; or six months to one year related experience and/or training; or equivalent combination of education and experience preferred.  

  • 2 or more years of experience in Business-to-Business Sales/Client Services role required.  

  • Intermediate level experience with Microsoft Office; Specifically Microsoft Outlook, Word and Excel. Internet navigation required. 

  • 2 years of experience in technical or information technologies industry preferred.  

  • Prior experience in Client Relationship Management software (CRM) required. Salesforce.com experience preferred. 

  • Ability to work in a sales partnership setting, where workflow is determined by incoming requests required.   

  • Ability to build relationships and trust with internal and external partners/clients.   

  • Ability to prioritize tasks to align with particular deadlines 

  • Ability to lead and motivate direct reports, often remote. 

  • Superior organizational skills, independent judgment and functional arithmetic skills. 

 

 

What you can expect from Optiv

  • A company committed to championing Diversity, Equality, and Inclusion through our Employee Resource Groups.

  • Work/life balance

  • Professional training resources

  • Creative problem-solving and the ability to tackle unique, complex projects

  • Volunteer Opportunities. “Optiv Chips In” encourages employees to volunteer and engage with their teams and communities.

  • The ability and technology necessary to productively work remotely/from home (where applicable)

EEO Statement

Optiv is an equal opportunity employer. All qualified applicants for employment will be considered without regard to race, color, religion, sex, gender identity or expression, sexual orientation, pregnancy, age 40 and over, marital status, genetic information, national origin, status as an individual with a disability, military or veteran status, or any other basis protected by federal, state, or local law.

Optiv respects your privacy. By providing your information through this page or applying for a job at Optiv, you acknowledge that Optiv will collect, use, and process your information, which may include personal information and sensitive personal information, in connection with Optiv’s selection and recruitment activities.  For additional details on how Optiv uses and protects your personal information in the application process, click here to view our Applicant Privacy Notice. If you sign up to receive notifications of job postings, you may unsubscribe at any time.

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