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Optiv

Optiv

via Remote Rocketship

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Client Operations Specialist – Renewals

Anywhere
Full-time
Posted 4/4/2026
Verified Source
Key Skills:
Client relationship management
Contract renewal management
Salesforce CRM

Compensation

Salary Range

$55K - 75K a year

Responsibilities

Manage client renewals, coordinate with client managers, and support contract and sales processes.

Requirements

Requires associate degree or equivalent experience, 2+ years in B2B sales/client services, CRM experience, and strong organizational skills.

Full Description

Job Description: • Support assigned Client Managers / Client Directors by proactively monitoring existing renewal business with a timely generation of quotes, validation of service contracts, auditing, and management of all aspects of the renewable pipeline using Salesforce.com. • Provide excellent client service and communication via available tools and resources. • Respond quickly and accurately to requests from internal business functions as well as outside clients and partners. • Coordinate & advise Client Manager, Client Director & Clients to explore various opportunities: upsell level of services support, authorized support, multi-year contracts, technology refreshes (EOL/EOS), co-term contracts in combination with various partner technologies • Make strategic and competitive pricing recommendations utilizing various pricing tools to maximize Optiv’s profit margins. • Coordinate with client management team to identify upsell/cross sell opportunities, negotiate discounts with vendors and distributors, and strategize ways to increase value for client while maximizing margins. • Select probability for forecasting based on Client Manager/Client Director direction. • Provide ongoing forecasting assistance as needed. • Manage maintenance contract and asset tracking for clients. • Prepare and submit accurate orders for purchasing. • Provide system reporting to the Client Manager/Client Director, operations, and management upon request. • Act as liaison between Client Manager/Client Director and Optiv internal business units • As needed and upon request, participate in client meetings, including but not limited to: Quarterly Business Reviews (QBR), planning, & touch-point meetings. • Facilitate the completion of client requested documentation, including RFPs, supplier forms, and other nonstandard documents • Collaborate with internal teams to share best practices, ideas, training, that support Optiv’s culture and core values • Build a professional relationship with assigned Client Manager / Client Director so as to reflect Optiv's Core Values • Proactively follow-up with clients/manufacturers/distributors/Client Managers/Client Directors other to ensure the sales cycle and the client needs are met • Participate in corporate compliance trainings, operations/systems improvements, user-acceptance testing and personal career development activities. • Develop and maintain product and industry knowledge • Maintain account health through data integrity, credit standing etc. • Actively volunteer to complete tasks on behalf of peers that are out of the office. • Leverage client facing tools to enable enhanced self-service capabilities for clients. • Perform other duties as assigned. Requirements: • 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. • Two or more years of experience in Business-to-Business Sales/Client Services role required. • Prior experience with managing renewal contracts preferred. • Intermediate level experience with Microsoft Office; specifically, Microsoft Outlook, Word and Excel. • Internet navigation required. • Two years of experience in technical or information technologies industry preferred. • Prior experience in Client Relationship Management software (CRM) required. • Salesforce.com experience preferred. • Proven ability to prioritize multiple tasks in a fast-paced environment required. • 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 deadlines • Superior organizational skills, independent judgment and functional arithmetic skills Benefits: • A company committed to our inclusive value 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)

This job posting was last updated on 4/10/2026

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