Source Job

$75,000–$100,000/yr
US

  • Manage transaction lifecycle from quote to cash and coordinate internal support team resources to ensure customer satisfaction
  • Review, manage, and maintain pipeline and forecast with assigned Client Directors.
  • Work with assigned customers to address questions/issues and provide timely solutions

Salesforce CRM Multitasking

20 jobs similar to Client Operations Specialist

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Europe

  • Support the operational lifecycle of deals, assisting Account Executives, Account Managers, Customer Success Managers, and RevOps with contract setup, billing coordination, and issue resolution.

Pacvue is the leading software suite for eCommerce advertising, sales, and intelligence. They help some of the world’s largest brands grow their business on Amazon, Walmart, Instacart, and other marketplaces and work with sellers and agencies of all sizes.

US 3w PTO

  • Troubleshoot product and technical issues
  • Communicate with clients by phone and email
  • Document solutions in reusable articles to support future issue resolution

Experian is a global data and technology company, powering opportunities for people and businesses around the world. A FTSE 100 Index company listed on the London Stock Exchange (EXPN), they have a team of 23,300 people across 32 countries, with corporate headquarters in Dublin, Ireland.

US

  • Personally source and build pipeline through consistent, high-quality outbound activity
  • Lead complex, high-value sales cycles from first touch through close
  • Maintain exceptional CRM hygiene, pipeline visibility, and forecast accuracy

Candidly helps people plan, borrow, repay, and save for college with an AI-driven platform. They partner with employers, financial institutions, and retirement record keepers, serving over 35 million Americans and are a high-growth, Series B startup with a remote, international team of 70+.

5w PTO

  • Supports a business unit sales team across different regions and multiple brands.
  • Provides sales administration, CRM support, data analysis, reporting, and information entry support.
  • Assists in data quality management and supports business unit reporting or analysis requirements.

Tahaluf is the largest B2B live and on-demand events organiser in Saudi Arabia by space, attendance, colleagues, and revenue. Our team fosters a culture of collaboration, creativity, and a little fun. Scaling at this pace also requires exceptional local partners, and Tahaluf is proud to work with a range of government and non-government organisations at the forefront of Saudi Arabia’s B2B and B2C large-scale events scene.

US

  • This candidate maintains pipeline and forecast hygiene in Salesforce.
  • They oversee sales performance analytics, develops seller scorecards, and manages commissions.
  • The ideal candidate ensures data accuracy, delivers timely insights, and maintains a disciplined forecast cadence.

HSP Group is a premier provider of global expansion services, helping companies simplify the complex challenges of operating internationally. With scale-up organizations and innovative technology firms expanding at unprecedented speed, HSP is uniquely positioned to become their trusted global partner.

$50,000–$70,000/yr
US

  • Review, evaluate, approve, and implement new client Service Contract requests.
  • Respond to, investigate, and resolve customer issues on the eCommerce Website or Learning Management Systems.
  • Communicate with internal teams and external LMS providers to address and resolve issues impacting course delivery and system changes.

Colibri Group provides professional education for various industries. They value love, joy, boldness, teamwork, and curiosity, fostering a positive and inclusive work environment for their employees.

$47,449–$62,043/yr
Canada

  • Support the Regional Sales team with back-office administration and agent interactions.
  • Assist with sales pipeline updates and maintain sales scorecards.
  • Manage and resolve day-to-day operational queries from both Sales and Agents.

Western Union is a global financial services company that provides money transfer and payment services. They have over 8,000 employees serving 200 countries and territories, with a focus on diversity and inclusion.

US 4w PTO

  • Develop and Manage a Robust Sales Pipeline
  • Own the Sales Process
  • Lead In-Depth Evaluations

Bloomerang provides a giving platform and support for nonprofits. They enable nonprofits to raise more, recruit more, and retain more, fueling maximum impact.

US

  • Source new clients through cold calling and social media prospecting.
  • Develop and manage a pipeline of prospects throughout assigned geography.
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Rewards Network helps restaurants grow revenue, increase traffic, and boost customer engagement through financial and marketing services. They are a driven and diverse team that excels in collaboration, issue resolution, and taking ownership of both personal growth and company success.

North America Canada

  • Own all aspects of pipeline and forecast management and reporting.
  • Own sales territory analysis and design, coverage models, compensation plan design, quota modeling and headcount plans / tracking.
  • Create analytical reports, dashboards, and insights to support the business.

ServiceNow began in San Diego, California, in 2004 and has grown into a global market leader. They provide AI-enhanced technology to over 8,100 customers, including 85% of the Fortune 500®, connecting people, systems, and processes. They aim to make the world work better for everyone.

US

  • Facilitate customer documentation for vendor onboarding.
  • Update information in Salesforce.com and maintain vendor portals.
  • Produce professional bid proposals and negotiate contract terms.

Quench aims to reduce plastic bottle consumption by providing on-demand filtered water solutions to over 120,000 customers in North America. They offer bottle-free water coolers, ice machines, and coffee brewers under a subscription model and have over 1,200 team members across 90 locations.

US

  • Advising business customers by phone and presenting our software solutions.
  • Acquiring new customers and building long-term relationships.
  • Managing your sales pipeline and customer data in our CRM system.

Revalize empowers manufacturing businesses to better design, model, develop, and sell - powering greater outcomes across the entire manufacturing value chain. They lead with an AI-forward mindset, serving more than 16,000 global customers and is a portfolio company of TA Associates and Hg.

$120,000–$150,000/yr
US

  • Research, target, detect, and prospect new clients/opportunities within large enterprise organizations.
  • Develop and deploy ongoing prospecting and lead generation methodologies.
  • Manage and maintain pipeline and sales cycles, as well as record activities in our CRM (Salesforce).

RWS unlocks global understanding by growing the value of ideas, data, and content. It has a global culture of diversity, innovation, and opportunity where employees are smart and engaged, and the company embraces diversity, equity, and inclusion.

US

  • Source new clients through cold calling and social media prospecting to meet & exceed sales quotas.
  • Develop and manage a pipeline of prospects throughout assigned geography and set up in-person meetings.
  • Build relationships by interacting with prospective clients and maintaining active engagement with leads.

Rewards Network helps restaurants grow revenue, increase traffic, and boost customer engagement through innovative financial and marketing services. They are a driven and diverse team excelling in collaboration, issue resolution, and ownership of personal growth and company success.

Europe 5w PTO 3w maternity 2w paternity

  • Support sales teams throughout the full sales cycle, ensuring compliance with Smartsheet policies and meeting customer needs
  • Work within Salesforce.com CRM & CPQ to assist sales representatives
  • Review contracts and order documentation for accuracy and completeness

Smartsheet has helped people and teams achieve for over 20 years. They build tools that empower teams to automate the manual, uncover insights, and scale smarter. They welcome diverse perspectives and nontraditional paths.

US Unlimited PTO

  • Identify and research potential clients, including decision-makers at institutions.
  • Conduct initial outreach through calls, emails, and social channels to generate interest.
  • Qualify leads by understanding client needs and determining fit with CORE’s technology.

PeopleGrove+CORE Higher Education Group helps colleges and universities drive real outcomes as the trusted leader in student and alumni lifecycle engagement, clinical and non-clinical experiential education and career readiness. Leveraging over 100 professionals, they offer innovative software solutions to scale and optimize a wide range of programs.

US

  • Develops and executes business plan for assigned territory
  • Meets or exceed sales goals through cold calling, networking, qualifying, managing and closing sales opportunities
  • Develops key customer stakeholder relationships and drive customer adoption of Lifeway products

Lifeway is dedicated to making disciples of Jesus Christ. They have a strong Work from Anywhere (WFA) culture that is deeply focused on their mission and values and provide equipment and resources to ensure team members have access to a productive and ergonomic workspace.

$80,237–$139,077/yr
US 3w PTO

  • Oversee end‑to‑end I‑9 client support, managing the full case lifecycle in Salesforce.
  • Perform technical troubleshooting and data analysis to identify core issues, trends, and compliance risks.
  • Partner cross‑functionally with Product, Engineering, Implementation, and Operations to resolve issues.

Experian is a global data and technology company, powering opportunities for people and businesses around the world. As a FTSE 100 Index company listed on the London Stock Exchange, they have a team of 22,500 people across 32 countries and invest in people and new advanced technologies to unlock the power of data.

US 3w PTO

  • Conduct intake of complex sales opportunities to ensure completeness and readiness for review
  • Manage collaboration with cross-functional stakeholders, including Contracts/Legal, Pricing, Compliance, Vetting, and Billing
  • Identify recurring issues, bottlenecks, and quality gaps in deal execution. Recommend process improvements and opportunities for automation

Experian is a global data and technology company, powering opportunities for people and businesses around the world. As a FTSE 100 Index company listed on the London Stock Exchange (EXPN), they have a team of 22,500 people across 32 countries and their corporate headquarters are in Dublin, Ireland.

$60,520–$89,000/yr
US

  • Support a world class sales team by solving Salesforce cases and meeting our monthly SLA
  • Collaborate with cross-functional partners (Enablement, Data, Engineering, Marketing) and RevOps team members to reduce contact rate
  • Investigate operational, technical, or process failures to identify underlying causes rather than just treating symptoms

Headway is building a new mental healthcare system that everyone can access by making it easy for therapists to accept insurance and scale their practice. They are a Series D company with over $325m in funding that has grown into a diverse, national network of over 60,000 mental healthcare providers across all 50 states and have served over 1 million patients.