Client Business Specialist - Field Team

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.

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

• 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

• 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

• 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