Client Services Representative

About The Company Presidio is a leading technology solutions provider dedicated to transforming industries through innovative digital solutions, AI-driven analytics, cloud computing, cybersecurity, and next-generation infrastructure. With a history rooted in building traditional IT foundations and expanding into cutting-edge areas like automation and data insights, Presidio serves as a trusted partner for organizations across various sectors. The company’s mission is to bridge gaps, eliminate hurdles, optimize costs, and mitigate risks by developing customized applications, offering managed services, and creating forward-thinking solutions that drive strategic outcomes globally. Presidio’s team of experts is committed to pushing the boundaries of technology and fostering a culture of innovation, collaboration, and excellence. For more information, visit www.presidio.com.

About The Role The Client Services Representative at Presidio plays a crucial role in supporting the sales and customer service functions by creating accurate customer quotes and providing general assistance to Account Managers and clients. The role requires a strong familiarity with vendor product configuration tools, order-entry systems, and transactional processes, along with industry standards and norms. Candidates should demonstrate exceptional attention to detail and the ability to thrive in a fast-paced environment. Success in this position hinges on effective communication, organizational skills, and a technical affinity to understand and articulate product and service offerings. The ideal candidate will work independently and collaboratively, ensuring customer needs are met efficiently and accurately. This role involves regular interaction with Account Executives, customers, and sales colleagues, emphasizing the importance of clear communication and problem-solving skills. Travel requirements are minimal, with approximately 5% travel expected.

Qualifications

• Bachelor’s degree or equivalent work experience, including military service
• Minimum of 3-5 years of experience in sales support, preferably within a Technology Solution Integrator environment (Cisco preferred)
• Strong analytical and problem-solving skills
• Excellent organizational skills with meticulous attention to detail
• Ability to manage multiple tasks simultaneously in a high-volume environment
• Quick learner with a proactive attitude and adaptability to changing priorities
• Effective oral and written communication skills
• Proficiency in Microsoft Office applications, especially MS Excel (intermediate to advanced skills)
• Experience with Salesforce CRM platform
• Desire to learn and maintain technical product knowledge

Responsibilities

• Respond promptly to all incoming quote requests for products and attached services from assigned customers and account managers
• Receive, validate, and process purchase orders, ensuring accuracy and compliance with business terms
• Manage and expedite orders based on product availability and shipping schedules
• Respond to customer inquiries regarding product availability, order status, invoicing, and billing
• Coordinate and submit RMA requests with the RMA department as needed
• Provide order status updates to outside sales teams and customers
• Generate weekly status reports for designated accounts to monitor progress and performance
• Verify and reconcile purchase orders against quotes to ensure order accuracy
• Demonstrate proficiency in Cisco Commerce Workspace and other relevant tools
• Work collaboratively with management to meet departmental goals and KPIs
• Support other Customer Service Representatives when necessary
• Ensure all customer POs are validated for accuracy and compliance with terms and conditions
• Maintain detailed records of transactions and communications for audit and reporting purposes

Benefits

• Competitive salary and performance-based incentives
• Comprehensive health insurance packages including medical, dental, and vision coverage
• Retirement plans with company matching contributions
• Paid time off and holidays to promote work-life balance
• Opportunities for professional development and continuous learning
• Collaborative and innovative work environment
• Flexible work arrangements where applicable

Equal Opportunity

Presidio is an Equal Opportunity / Affirmative Action Employer and a VEVRAA Federal Contractor. We are committed to creating an inclusive environment where all qualified applicants receive consideration for employment without regard to race, color, creed, religion, national origin, age, sex, citizenship, ethnicity, veteran status, marital status, disability, sexual orientation, or gender identity.