Client Success Specialist

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is the region's trusted leader in computer support and cloud services for small and mid-size businesses. For more than 30 years, weve been serving and satisfying our clients by relieving their technology worries so that they can concentrate on growing their businesses. We have consistently been honored as a Top Managed Services Provider in the nation and have received the Best Places to Work in Pittsburgh award for seven consecutive years.
We are seeking a Client Success Specialist to support our team of vCIOs (Virtual Chief Information Officers). This is a position within our Account Management department and is ideal for a candidate who has career aspirations to grow into an Account Manager /vCIO role. The ideal candidate is someone who enjoys interacting with different personalities, has a high technical aptitude, is detail-oriented, and has good problem-solving skills. This person should be able to thrive in an ever-changing collaborative environment and embrace team achievements while remaining driven to achieve personal goals.
The primary responsibility of this role is to assist the vCIOs with client-facing hardware and software proposals including quoting and purchasing products for resale and shipping and receiving products for clients. This is not a hands-on technical position; however, it does require the person to be able to speak to technological trends and understand the ramifications of different IT strategies within client organizations. This position is a fully onsite position and requires the person to work in our office in Monroeville, PA.
Main responsibilities include:
Assist vCIOs in preparing for Strategic IT Review and Planning Meetings.
Assist in the design and implementation of IT roadmaps.
Generate reports for vCIOs and keep them informed of relevant metrics and issues.
Communicate with and facilitate internal processes on behalf of the vCIOs.
Staying informed of current IT trends and how they apply to different business scenarios.
Work with vCIOs and Procurement Specialist to provide quotes directly to client.
Obtain quotes from suppliers for hardware products, software licenses, online services, maintenance subscriptions and renewals, etc.
Monitor order status throughout the fulfillment process.
Ship and receive products for clients.
Maintain database of information for expiration/renewal dates.
Document work performed, including: a description of issue/opportunity/task, work performed, time worked, and any follow-up required.
Assist Procurement Specialist when needed in order to: Place orders for purchases from suppliers and monitor the manufacturing and delivery of purchased items.
Process internal documentation for purchased items, track purchased items, update changes to subscriptions, and enter billing information into ConnectWise Manage software.
Process any product returns, coordinate with suppliers, ensure credits are issued by suppliers, work with Account Managers and Accounting Department to issue credits to clients.
Provide software license and maintenance subscription documentation to clients.
Requirements
Preferred candidates for this role will have
Two-year Associates degree or four-year Bachelors degree in the field of computers, network administration, Information Technology or Business, or equivalent experience and/or training.
2 years of experience working with quoting and purchasing computer hardware, software licenses, online services and maintenance subscriptions. Managed Services Provider (MSP) experience is preferred.
Ability to communicate IT concepts to non-technical individuals.
Strong interpersonal and organizational skills required.
Business management experience or a strong business background is preferred.
Sales level knowledge, training, and experience with hardware and software technologies and products is preferred.
Experience with ConnectWise Manage software and QuoteWerks software is preferred.
Advanced abilities with Microsoft Office software (Word, Excel and Outlook).
Sales level certifications for various hardware and software products is preferred.
Benefits
Join Wolf Consultings team and enjoy:
Being a part of the strongest and fastest-growing IT networking company in the region.
Working in a fun, energetic, and team-oriented office environment.
This position is based out of our office in Monroeville. We have a spacious office, free parking, and a deli in our building.
Our commitment to helping you grow professionally with training and career advancement opportunities including certification testing support, training, and reimbursement.
Competitive salary and benefits package including 100% employer paid medical, vision and dental insurance at the employee level, generous PTO and holiday offerings, and 401(k) Plan with a company match, and a profit-sharing plan.
Social events and volunteering opportunities inside and outside the office.
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