Client Operations Associate

AHEAD builds platforms for digital business. By weaving together advances in cloud infrastructure, automation and analytics, and software delivery, we help enterprises deliver on the promise of digital transformation.   At AHEAD, we prioritize creating a culture of belonging, where all perspectives and voices are represented, valued, respected, and heard. We create spaces to empower everyone to speak up, make change, and drive the culture at AHEAD.    We are an equal opportunity employer, and do not discriminate based on an individual's race, national origin, color, gender, gender identity, gender expression, sexual orientation, religion, age, disability, marital status, or any other protected characteristic under applicable law, whether actual or perceived.    We embrace all candidates that will contribute to the diversification and enrichment of ideas and perspectives at AHEAD.  The Client Operations Associate is responsible for Supporting the sales team by helping turn opportunities into completed orders. This role focuses on building quotes, registering deals, and coordinating with internal teams to get orders processed quickly and accurately. Core Responsibilities

1. Quote & Deal Support

• Build quotes based on sales requests

• Register deals with manufacturers

• Work with vendors/distributors to get pricing

• Help structure deals to meet pricing and margin targets

2. Order Processing

• Review and validate orders before submission

• Ensure all required information is complete and accurate

• Submit orders to procurement and track progress

3. Coordination Across Teams

• Work with Sales (Client Directors), distributors, manufacturers, presales engineers, procurement, and logistics

• Help move deals from request → quote → order → delivery

• Support multiple Client Directors based on team priorities and workload (not assigned to just one individual)

• Communicate regularly with teammates to understand workload and offer help when capacity allows

• Proactively assist others when available, and seek help when workload is high

• Work as a team to ensure all requests are completed on time, regardless of who receives them

4. Issue Resolution

• Help resolve delays with pricing, orders, or shipments

• Follow up with internal teams or partners as needed

• Escalate issues when something is blocked

5. Basic Data & Tracking

• Keep Salesforce opportunities updated

• Track deal status and key dates

• Ensure requests meet intake requirements

Role Scope & Expectations

• Primarily supports internal teams, with potential for limited client interaction

• Focused on execution, not deep technical design

• Expected to develop a strong understanding of the products and solutions being quoted

Success in this role looks like:

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