Senior Specialist-Client Operations

Introduction to IBM Consulting

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

You'll collaborate with visionaries across diverse industries to enhance the hybrid cloud and AI journey for the world's most innovative and valuable companies. Your ability to accelerate impact and drive meaningful change for your clients is supported by our strategic partner ecosystem and robust technology platforms across the IBM portfolio, including IBM Software and Red Hat.

Curiosity and a constant quest for knowledge are fundamental to success in IBM Consulting. In your role, you'll be supported by mentors and coaches who will encourage you to challenge the norm, investigate ideas beyond your immediate responsibilities, and devise creative solutions that deliver groundbreaking impact for a wide network of clients. Our culture of evolution and empathy focuses on long-term career growth and learning opportunities in an environment that values your unique skills and experience.

Your Role and Responsibilities

This role involves working cross-functionally with various team members to fulfill its functions. You will regularly collaborate with:

• Fellow New Client Operations Coordinators/Specialists for day-to-day data entry and data quality needs.
• Direct and Interactive Marketing Coordinators as Marketing Campaigns are updated and process changes occur.
• Advisors and New Client Sales Team members for New Client Operational requests.
• The New Client Operations Team Manager and Director of New Client Team for regular status meetings.

Job Functions

• 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 the New Client Team Sales.
• Manage Affiliate Marketing portal queues.
• Review automation audit reports to ensure processes are running smoothly and identify issues.
• Assist with Salesforce data quality reporting and maintenance tasks:
• Ensure timely and accurate management of assigned reports from NCT Ops report rotation.
• Handle miscellaneous 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.
• Create New Records, Opportunities, and Intro Meetings in Salesforce as requested by the sales team.