Client Operations Representative
Insight Enterprises, Inc.
Pasig, PH
11h ago

Client Operations Representative

Pasig City - Philippines

Position Overview

The Client Operations Representative Level 1 will be responsible for providing customer service and managing the sales processes of their assigned Account Executive or team of Account Executives (AE).

This involves, but is not limited to : quoting, ordering and account management, mailbox and call management, part requests, report generation, order fulfillment, reporting, and collections.

Pre-sales support functions include : pre-qualification of accounts, product pricing, research, configuration and product information.

What will you do at Insight

  • The Client Operations Representative will be responsible for developing efficient practices to serve business needs.
  • Work on special projects for clients and sales force as needed.
  • Attend Company, vendor, and publisher trainings and webinars, as directed.
  • Build relationships with other Insight departments and increase efficiencies where applicable .
  • Prioritize and respond to incoming client calls and emails
  • Research technical information on product requests and ensure access to procurement.
  • Responsible for correct and accurate order processing.
  • Prepare, manage and submit sales quotes accurately into the appropriate quote entry system.
  • Research technical information on product requests and ensure access to procurement.
  • Ensure special bid pricing is applied and correct cost is captured on every order before order is released.
  • Ensure contract compliance
  • Request and / or set up new client sold-to’s, bill-to’s, and ship-to’s as needed.
  • Manage pricing (agreement manager, contract module) and work with vendors on special pricing.
  • Assist clients with their web accounts with Insight.
  • Ensure correct and accurate order fulfillment
  • Responsible for RMA management, credit re-bills and collections facilitation.
  • Follow-up on all open client returns in a timely manner.
  • Follow through to make sure the replacement order (if applicable) is placed and shipped.
  • Positive interaction with Customer Service / Purchasing on RA / Replacements.
  • Keep sales force informed of any problems and final resolution of issue.
  • Provide order status for client base.
  • What you’ll need to join Insight

  • Preferably Bachelor’s Degree in any course
  • College Level
  • Some experience in customer service, operations, and other related experience.
  • Able to thrive in an environment characterized by rapidly changing requirements and an ongoing focus on meeting operational objectives
  • Strong written and verbal English communications skills
  • Able to successfully manage multiple priorities
  • About Insight

    Today, every business is a technology business. Insight Enterprises, Inc. empowers

    organizations of all sizes with Insight Intelligent Technology Solutions™ and

    services to maximize the business value of IT. As a Fortune 500-ranked global

    provider of digital innovation, cloud / data center transformation, connected

    workforce, and supply chain optimization solutions and services, we help clients

    successfully manage their IT today while transforming for tomorrow. From IT

    strategy and design to implementation and management, our 11,000 teammates

    help clients innovate and optimize their operations to run smarter. Discover more at

  • Founded in 1988 in Tempe, Arizona
  • 11,000+ teammates in 21 countries providing Insight Intelligent Technology
  • Solutions™ for organizations across the globe

  • $9.2 billion in revenue in 2018*
  • Ranked #430 on the 2019 Fortune 500, #14 on the 2019 CRN Solution Provider
  • 2019 Adobe Americas Partner of the Year, 2019 Cisco Global-Americas Partner of
  • the Year, 2019 Intel IoT Solutions Partner of the Year, Microsoft U.S. Azure Partner

    Choice Award for Data / AI, Microsoft Azure Expert Managed Services Provider

  • Ranked #23 on the 2019 Fortune 50 Best Workplaces in Technology, #70 on the
  • 2019 Fortune 100 Best Workplaces for Diversity, and #7 on the Phoenix Business

    Journal 2019 list of Best Places to Work (Extra Large Business)

  • Signatory of the United Nations (UN) Global Compact and Affiliate Member of the
  • Responsible Business Alliance Proforma to include PCM, Inc. for fiscal year ended

    Dec. 31, 2018

    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.

    Today's talent leads tomorrow's success. Learn about careers at Insight :

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