Job Overview
Location
5 Locations
Job Type
Full-time
Category
Operations
Date Posted
May 10, 2026
Full Job Description
📋 Description
- • The Client Operations Specialist is a sales support role assisting field Client Managers with the development and closing of new business, enabling them to focus on face-to-face client interactions by handling administrative and operational tasks.
- • Day-to-day responsibilities include generating accurate and timely sales quotations using Salesforce.com, processing orders, responding to client and internal inquiries via phone and email, preparing system reports, and acting as a liaison between Client Managers and operations/services teams.
- • Optiv Security Inc. is a fast-paced, remote-friendly organization focused on delivering cybersecurity solutions, where the Client Operations Specialist supports gross margin objectives by streamlining sales operations and ensuring accurate pricing and order processing.
- • In this role, the individual will develop deep product and industry knowledge, enhance CRM and analytical skills, build strong internal and external relationships, and gain experience in pricing strategy, deal registration, and sales operations within a growing technology security firm.
🎯 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.
- • 2 or more years of experience in Business-to-Business Sales/Client Services role required.
- • Prior experience in Client Relationship Management software (CRM) required. Salesforce.com experience preferred.
- • Intermediate level experience with Microsoft Office; Specifically Microsoft Outlook, Word and Excel. Internet navigation required.
- • Ability to calculate figures and amounts such as discounts, margins, percentages
- • 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
- • 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)
Skills & Technologies
About Optiv Security Inc.
Optiv Security provides cybersecurity advisory, technology integration, and managed security services to large enterprises and government agencies. The company designs, implements, and operates layered defenses that combine strategy, risk management, identity protection, cloud security, threat intelligence, and incident response. It partners with hundreds of technology vendors to deliver vendor-neutral solutions, helping clients reduce complexity, close security gaps, and maintain compliance across hybrid environments.
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