Job Description
Client Solution Specialist
Leveraging our standard technologies and processes, coupled with our people and corporate structure, we deliver a unique result for our clients. Your clients will experience increased employee productivity, predictability in capital and operating expenditures, reduced downtime and risk, improved employee morale, reduced lost revenue and enhanced business agility.
The Client Solutions Specialist is responsible for preparing accurate and competitive quotes for IT products, services, agreements, and renewals. They will work closely with sales, client strategy, procurement, and architecture departments to gather relevant information to understand the requirements and provide comprehensive pricing information. The role requires strong analytical skills, attention to detail, and excellent communication abilities to effectively collaborate with internal and external stakeholders.
Culture is an integral part of working at VC3. Our company values represent the most important values, the ones we live by:
Passionately Curious
We challenge the status quo seek continual improvement and are constantly learning.
Go Beyond
We show our care through positively impacting others through our actions properly communicating expectations and executing them consistently.
Serve as One
Together we are greater than the sum of our individuals, and that teamwork is essential to success.
Own It
We have the courage to do what’s right, resolve to take responsibility, and the grit to cross the finish line.
Our Core Focus – Developing Growth-Minded People – is about creating excitement and opportunity for those we work with to nurture their growth-mindset.
Key Responsibilities
- Prepare accurate and detailed quotes for products/services based on customer requirements, pricing guidelines, and company policies.
- Collaborate with client strategy, procurement, architecture, product managers, and other internal stakeholders to gather necessary information for creating quoting and maintaining quoting templates.
- Analyze customer requests, specifications, and pricing structures to determine the appropriate pricing strategy.
- Maintain a comprehensive and up-to-date database of pricing information, product catalogs, and relevant documents.
- Review and validate quotes for accuracy, completeness, and adherence to company policies and pricing guidelines.
- Coordinate with various departments to ensure smooth quote approval.
- Communicate with customers to address inquiries, clarify requirements, and provide necessary information related to quotes.
- Monitor and track quote status, follow up on pending quotes, and provide timely updates to other teams.
- Continuously identify opportunities for process improvement, streamline workflows, and enhance efficiency in the quoting process.
- Maintain knowledge of technology products and services applicable to the client base, including hardware, software and VC3 services.
- Contribute to client documentation with accuracy and ensure data integrity.
- Ongoing participation in weekly internal client strategy meetings such as Huddles, L10s, and meetings with designated strategy members
Skills, Knowledge & Expertise
- 3+ years Customer Service Representative experience, required.
- Associate or bachelor’s degree or equivalent real-world experience
- Strong analytical skills with the ability to interpret and analyze complex pricing structures and customer requirements.
- Excellent attention to detail and accuracy, ensuring that quotes are accurate and comply with company policies.
- Proficient in using quoting software, CRM systems, and Microsoft Office suite (Excel, Word, PowerPoint).
- Exceptional organizational and time management skills, with the ability to handle multiple tasks simultaneously and meet deadlines.
- Effective communication skills, both verbal and written, to collaborate with internal teams and communicate with customers professionally.
- A proactive and self-motivated mindset, with the ability to work independently and as part of a team.
- Knowledge of sales processes, pricing strategies, and customer relationship management is a plus.
- High level of integrity and commitment to maintaining confidentiality when handling sensitive pricing and customer information.