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Client Operations Specialist
Overland Park, KS, USPosted 2 months ago
remote
Job Description
About the Role
Shamrock Trading Corporation and RTS Carrier Services are looking for a Client Operations Specialist to join the team. This role is responsible for supporting RTS Carrier Services sales efforts and initiatives and performing tasks associated with the management of our partnership programs. This position reports directly to the Client Operations Team Lead
What You’ll Do
Review opportunities submitted by the sales team, while ensuring established procedures are being followed to minimize risk
Process prospective client applications by way of review of external documentation and internal notation into the Sales platform.
Communicate with external partners to process account setups
Work closely with the adjacent Carrier Services Operations Teams to ensure proper communication and flow of incoming accounts.
Evaluate customer case submissions, determine the issue, facilitate a solution, and follow up to ensure resolution
Answer product and service questions from sales team and channel partners
Maintain current records in Sales platform for accuracy
Provide overall support for sales and business development efforts
What You’ll Bring
The employee must be in good standing in current position
The employee must notify current leadership for a potential transfer out of current role
Ideally the employee will have remained in current role for 12 months. Exceptions can be made due to individual circumstances.
Strong customer relations ability/experience with analytical and technical skills. Detail oriented and able to use critical thinking to determine a larger issue
Computer literate in Microsoft Office, basic knowledge and understanding of PC applications. Data entry skills and experience
Effective verbal, written and interpersonal communication skills
Demonstrated organizational and prioritization skills to meet deadlines and communicate results
Ability to work in a team environment