Client Operations Specialist

As a Client Operations Specialist at Harbor, your key responsibilities will include managing Salesforce data accuracy, generating and processing sales paperwork, supporting client engagement, and ensuring compliance with commercial standards. You'll assist territory leads, maintain detailed records, and ensure seamless communication among different departments, all while delivering exceptional client service.

Harbor requires candidates for the Client Operations Specialist position to have a Bachelor's degree in Business Administration, Operations Management, or a related field. Additionally, 2-5 years of experience in Sales, Sales Operations, or a similar role is essential, along with proficiency in Salesforce or other CRM systems, excellent organizational skills, and strong communication abilities.

The Client Operations Specialist plays a vital role in supporting Harbor's business development efforts. This includes working closely with Client Engagement and Solution Leads to ensure accurate data, timely communication, and effective processing of proposals and contracts, all of which are crucial to advancing business opportunities.

The work environment at Harbor is collaborative and dynamic. As a Client Operations Specialist, you will work in a hybrid setting, allowing a blend of in-office teamwork in Moncton and remote flexibility. The atmosphere encourages proactive collaboration across departments while maintaining a strong focus on client satisfaction.

At Harbor, there are ample growth opportunities for Client Operations Specialists. With hands-on experience in coordinating operations and client engagement, you will be well-positioned to advance within the organization, develop your skills in sales and project management, and potentially move into roles with increased responsibility in business operations or client strategy.

When answering this question, explain your method for prioritizing tasks, such as using a digital task manager or creating a daily to-do list. Highlight your ability to assess urgency and importance, and provide an example of a time when you successfully managed competing priorities in a previous role.

Discuss your level of proficiency with Salesforce. Mention specific functionalities you are familiar with, such as data entry, reporting, and pipeline management. If possible, share an experience where your CRM skills led to improved efficiency or clearer communication within your team.

Mention your approach to communication, which may include regular check-ins, updates, and utilizing collaborative tools. Share a specific example of how your communication strategies helped facilitate a successful project or maintain client relations in a previous role.

Describe your coping mechanisms for stress, such as staying organized or breaking projects into smaller, manageable tasks. Provide an example of a time when you met a deadline under pressure, highlighting the positive outcome and what you learned from the experience.

Discuss your attention to detail and review processes. Mention techniques like creating checklists or using templates to ensure accuracy in documents such as SOWs. You could also cite an instance where meticulous documentation had a key role in project success.

Explain your method for tracking renewals and keeping clients informed. Emphasize the importance of proactive communication and setting clear expectations, and share a specific example demonstrating your success in renewing a client's agreement.

Provide an example of a conflict or challenge with a client, detailing your approach to resolution. Focus on your empathy, communication skills, and the steps you took to turn the situation around, highlighting the successful outcome.

Demonstrate your knowledge of compliance and regulatory requirements as they pertain to the legal industry. Discuss why compliance is critical, and share how you have ensured adherence to standards in previous roles, potentially including your experience working with legal contracts.

Talk about the various roles involved in client engagement and why collaboration among these roles leads to better client service. Provide an example illustrating how teamwork positively impacted a project or client relationship.

Be sincere in your response, mentioning specific aspects of Harbor's mission or work culture that resonate with you. Discuss how these align with your professional goals and how you believe you could contribute to the company’s success.