Client Operations Specialist @ Shamrock Trading

INACTIVE

Full-Time

Client Operations Specialist

Posted on 4/26/2024

Shamrock Trading

501-1,000 employees

Provides transportation, finance, and technology services

Fintech

Entry, Junior, Mid, Senior, Expert

Overland Park, KS, USA

Required Skills

Sales

Communications

Lead Generation

Requirements

Strong customer relations ability/experience with analytical and technical skills.
Detail oriented and able to use critical thinking to determine a larger issue
Computer literate in Microsoft Office, basic knowledge and understanding of PC applications.
Data entry skills and experience
Effective verbal, written and interpersonal communication skills
Demonstrated organizational and prioritization skills to meet deadlines and communicate results
Ability to work in a team environment

Responsibilities

Understand and perform all processes from lead generation and prospecting to qualifying and closing new accounts
Review opportunities submitted by the sales team, while ensuring established procedures are being followed to minimize risk
Process prospective client applications by way of review of external documentation and internal notation into the Sales platform
Communicate with external partners to process account setups
Work closely with the adjacent Carrier Services Operations Teams to ensure proper communication and flow of incoming accounts
Evaluate customer case submissions, determine the issue, facilitate a solution, and follow up to ensure resolution
Answer product and service questions from sales team and channel partners
Maintain current records in Sales platform for accuracy
Provide overall support for sales and business development efforts

Description

Company OverviewRTS Carrier Services, a Shamrock brand, is a leading provider of fuel and maintenance savings programs for trucking companies. Our customers have access to exclusive discounts on diesel fuel, tires, preventative maintenance, lodging and more.

Shamrock Trading Corporation is the parent company for a family of brands in transportation services, finance and technology. Headquartered in Overland Park, KS, Shamrock is frequently recognized among the “Best Places to Work” in Kansas City and Chicago and was most recently recognized as one of America’s top 100 “Most Loved Workplaces” by Newsweek. We also have offices in Atlanta, Chicago, Dallas, Ft. Lauderdale, Houston, Laredo, Nashville and Phoenix.
Responsibilities

Shamrock Trading Corporation and RTS Carrier Services are looking for a Client Operations Specialist to join the team. This role is responsible for supporting RTS Carrier Services sales efforts and initiatives and performing tasks associated with the management of our partnership programs. This position reports directly to the Client Operations Team Lead.

Understand and perform all processes from lead generation and prospecting to qualifying and closing new accounts
Review opportunities submitted by the sales team, while ensuring established procedures are being followed to minimize risk
Process prospective client applications by way of review of external documentation and internal notation into the Sales platform.
Communicate with external partners to process account setups
Work closely with the adjacent Carrier Services Operations Teams to ensure proper communication and flow of incoming accounts.
Evaluate customer case submissions, determine the issue, facilitate a solution, and follow up to ensure resolution
Answer product and service questions from sales team and channel partners
Maintain current records in Sales platform for accuracy
Provide overall support for sales and business development efforts

Qualifications

Strong customer relations ability/experience with analytical and technical skills. Detail oriented and able to use critical thinking to determine a larger issue
Computer literate in Microsoft Office, basic knowledge and understanding of PC applications. Data entry skills and experience
Effective verbal, written and interpersonal communication skills
Demonstrated organizational and prioritization skills to meet deadlines and communicate results
Ability to work in a team environment

Benefits Package

At Shamrock we hire bright, ambitious people and give them the tools they need to be successful. By investing in training and development, we hope to become a long-term career for employees, where there are always opportunities for advancement. Shamrock also offers a premier set of benefits for employees and their families:

Medical: Fully paid healthcare, dental and vision premiums for employees and eligible dependents
Work-Life Balance: Competitive PTO, paid leave policies and eligibility for work from home opportunities after a 90 day introductory period
Financial: Generous company 401(k) contributions and employee stock ownership after one year
Wellness: Onsite gym, jogging trail and discounted membership to nearby fitness center

#LI-LW1 #LI-Onsite #rtscarrierservices

Shamrock Trading

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Website

View Company Profile

Shamrock Trading Corporation offers a range of transportation, finance, and technology services through its family of brands, including trucking software and fuel/maintenance savings programs for trucking companies. The company focuses on freight brokerage, managed transportation, factoring, trade finance, and customized funding solutions for exporters.

Company Stage

N/A

Total Funding

N/A

Headquarters

Overland Park, Kansas

Founded

1986

Growth & Insights

Headcount

6 month growth

↑ 4%

1 year growth

↑ 16%

2 year growth

↑ 44%

Benefits

Medical and Insurance Benefits

401(k) and ESOP Retirement Plans

Work Life Balance Program

Wellness Program

Employee Assistance Program

Flexible Spending Accounts

Referral Bonuses

Local Discounts

INACTIVE