Client Operations Associate

At AHEAD, we prioritize creating a culture of belonging,where all perspectives and voices are represented, valued, respected, and heard. We create spaces to empower everyone to speak up, make change, and drive the culture at AHEAD.

We are an equal opportunity employer,anddo not discriminatebased onan individual''s race, national origin, color, gender, gender identity, gender expression, sexual orientation, religion, age, disability, maritalstatus,or any other protected characteristic under applicable law, whether actual or perceived.

We embraceall candidatesthAt willcontribute to the diversification and enrichment of ideas andperspectives At AHEAD.

The Client Operations Associate/ Specialist is responsible forSupportingthe sales team by helping turn opportunities intocompletedorders.This role focuses on building quotes, registering deals, and coordinating with internal teams to get orders processed quickly and accurately.

Core Responsibilities

1. Quote Deal Support

• Build quotes based on sales requests

• Register deals with manufacturers

• Work with vendors/distributors to get pricing

• Help structure deals to meet pricing and margin targets

2. Order Processing

• Review andvalidateorders before submission

• Ensure all required information is complete andaccurate

• Submit orders to procurement and track progress

3. Coordination Across Teams

• Work with Sales (Client Directors), distributors, manufacturers, presales engineers, procurement, andlogistics

• Help move deals from request quote order delivery

• Support multiple Client Directors based on team priorities and workload (not assigned to just one individual)

• Communicate regularly with teammates to understand workload and offer help when capacity allows

• Proactivelyassistothers when available, and seek help when workload is high

• Work as a team to ensure all requests are completed on time, regardless of who receives them

4. Issue Resolution

• Help resolve delays with pricing, orders, or shipments

• Follow up with internal teams or partners as needed

• Escalate issues when something is blocked

5. Basic Data Tracking

• Keep Salesforce opportunities updated

• Track deal status and key dates

• Ensure requests meet intake requirements

Role Scope Expectations

• Primarily supports internal teams, with potential for limited client interaction

• Focused on execution, not deep technical design

• Expected to develop a strong understanding of the products and solutions being quoted

Success in this role looks like:

• Fast,accuratequote turnaround

• Clean and complete order submissions

• Fewer delays or errors in processing

• Strong coordination across teams

• Success in this role is measured by team efficiency, not individual efficiency.

How this supports Mid-Market

• Enables higher volume handling withoutimpactingturnaround times

• Allows the team to stay focused on sales activity whilemaintainingoperational quality

Preferred Experience Attributes (Nice to Have)

• Experience with Salesforce or similar CRM tools

• Experience with IT quoting, VAR environments, or distributors (e.g., Ingram Micro, TD SYNNEX)

• Strong communicationskills across teams and partners

• Team-first mindset with a focus on overall success, not individual ownership

• Proactive attitude consistently asking How can I help

• Comfortable asking questions and seeking clarity when needed

• Willingness to step in and support teammates when capacity allows

Working Hours Expectation

• Resources should align to East Coast business hours to support the team effectively

• Target coverage is approximately 8:00 AM 5:00 PM Eastern, with a 1-hour lunch

• Some flexibility on exact start/end times is fine,as long asthere is strong overlap with East Coast working hours

Education and Experience

• Bachelors degree preferred , or equivalent relevant experience

• Associate- 3+yrs | Specialist-7+yrs of experience in Sales Support, Customer Operations, or a related role

• Experience in the technology industry (OEM hardware, software, SaaS, or subscription-based models preferred)

Knowledge, Skills, Abilities

• Proven ability to work in a high volume, fast paced renewal or sales environment

• Strong written and verbal communication skills with the ability to clearly articulate pricing, terms, and next steps

• Excellent organizational, time management, and multitasking skills

• Strong analytical and mathematical aptitude, including the ability to calculate margins using cost plus, list based, and flat GPM% models

• Ability to work independently while collaborating effectively with cross functional teams

• Experience using Salesforce or similar CRM systems (required)

• Moderateproficiencyin Excel

• Detail oriented with a strong focus on accuracy and follow through

• Customer focused mindset with the ability tomaintainprofessionalism in sales centric environments

• Strong workethicsand commitment to a positive, balanced work environment

Why AHEAD:

Through our daily work and internal groups like Moving Women AHEAD and RISE AHEAD, we value and benefit from diversity of people, ideas, experience, and everything in between.

We fuel growth by stacking our office with top-notch technologies in a multi-million-dollar lab, by encouraging cross department training and development, sponsoring certifications and credentials for continued learning.

India Employment Benefits include:

Comprehensive health insurancecoverage for employees, with options to extend coverage to dependents

Paid time off and company holidays, along with additional leave benefits as per policy

Flexible work arrangements, supporting work-life balance

Learning and development opportunitiesto support continuous growth and upskilling

Employee wellness initiativesand programs focused on physical and mental well-being

Retirement and statutory benefitsin line with India regulations

Inclusive and people-first culture, with a strong focus on collaboration and ownership

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.