Senior Specialist-Client Operations

A career in IBM Consulting embraces long-term relationships and close collaboration with clients across the globe. In this role, you will work for IBM BPO, part of Consulting that, accelerates digital transformation using agile methodologies, process mining, and AI-powered workflows.

Youll work with visionaries across multiple industries to improve the hybrid cloud and AI journey for the most innovative and valuable companies in the world. Your ability to accelerate impact and make meaningful change for your clients is enabled by our strategic partner ecosystem and our robust technology platforms across the IBM portfolio, including IBM Software and Red Hat.

Curiosity and a constant quest for knowledge serve as the foundation to success in IBM Consulting. In your role, youll be supported by mentors and coaches who will encourage you to challenge the norm, investigate ideas outside of your role, and come up with creative solutions resulting in groundbreaking impact for a wide network of clients. Our culture of evolution and empathy centers on long-term career growth and learning opportunities in an environment that embraces your unique skills and experience.

The role works cross-functionally with various team members to fulfill the functions of this role. The team members that the New Client BPO will work with on a regular basis include: (1) fellow New Client Operations Coordinators/Specialists on day-to-day data entry and data quality needs, (2) Direct and Interactive Marketing Coordinators as Marketing Campaigns are updated and process changes are made, (3) Advisors and New Client Sales Team members for New Client Operational requests, (4) New Client Operations Team Manager and Director of New Client Team for regular status meetings.

Job Functions

1. Efficient and accurate data entry and routing of prospective client tasks in Salesforce:

Understand and use our CRM - Salesforce,

Enter direct mail and marketing campaign reply forms into Salesforce and ensure proper, follow up action items are assigned to New Client Team Sales,

Management of Affiliate Marketing portal queues, and

Review automation audit reports to ensure processes are running smoothly and identify issues

2. Assist with Salesforce data quality reporting and maintenance tasks.

Timely and accurate management of assigned reports from NCT Ops report rotation,

Misc. data quality tasks and projects as assigned by management,

Investigate potential data quality issues and report findings to management,

Complete sales requested record updates in Salesforce accurately and promptly, and

Create New Records, Opportunities and Intro Meetings in Salesforce as requested by sales team

Strong understanding and use of Salesforce, Microsoft Office Excel, Outlook, and Teams

Must be in good compliance/standing with all rules, regulations and policies

Minimum of two (2) years of experience focusing on Marketing, IT or Customer Relationship Management

• Examples of email coding work Knowledge of Marketing Compliance will be a plus point

• Strong communication and interpersonal skills