Client Services Representative (USA Remote)

Presidio, Where Teamwork and Innovation Shape the Future 
At Presidio, we’re at the forefront of a global technology revolution, transforming industries through cutting-edge digital solutions and next-generation AI. We empower businesses—and their customers—to achieve more through innovation, automation, and intelligent insights. 

The Role 
As a Client Services Representative, you will play a pivotal role in the creation of customer quotes and general support of the assigned Account Managers and their clients. Use of, and strong familiarity with vendor product configuration tools, order-entry and other transactional support, in addition to general conversancy with industry standards and norms is essential. Candidates should also excel at attention to detail and working within a fast-paced environment.

Success in this position is measured by the ability to fulfill customers’ needs by effectively communicating with all parties to ideal solution/resolution.  A successful candidate will have a solid technical affinity, strong communication and organizational skills and be comfortable speaking with Account Executives, Customers, and Sales Support colleagues. This position is best suited for someone who is organized and capable of working efficiently on their own without supervision and within a team.

Travel Requirements:

This role will be with 5 % travel required.

Responsibilities Include:

• Respond to and completing all incoming quote requests in a timely manner for products and attached services from assigned customers and account managers
• Receive, validate and process purchase orders for product with attached services
• Respond to incoming calls from customers regarding product availability, order status, and invoicing/billing questions
• Provide back-up support to other CSRs when needed
• Demonstrate Cisco Commerce Workspace knowledge
• Verify and ensure accuracy of all customer POs with business terms & conditions
• Place, manage and expedite orders based on product availability and shipping requirements
• Coordinate and submit RMA requests from customers with RMA department
• Provide outside sales and customers with order status
• Generate weekly status reporting for designated accounts
• Work with management to ensure that departmental goals are met
• Validate and reconcile POs against quote to ensure order accuracy.
• Meet or exceed established guidelines for processing quote requests and purchase orders.

Required Skills And Professional Experience:

• Bachelor’s degree or the equivalent work experience and/or military experience
• Minimum of 3-5 years of experience serving in a sales support capacity preferably for a Technology Solution Integrator (Cisco)
• Analytical approach with strong problem solving & critical thinking skills
• Strong organizational skills with attention to detail
• Individual must have the ability to handle multiple tasks/requests in a fast paced, high transactional environment
• Quick learner, self-motivated, positive attitude, flexible and adaptable; ability to change priorities quickly & have strong follow-up skills.
• Proactive, driven and positive work attitude
• Good communications skills both oral and written
• Proficient in Microsoft Office applications; strong, intermediate MS Excel skills & knowledge.
• Salesforce experience and knowledge of the tool
• Desire and ability to learn and maintain technical knowledge

Your future at Presidio
Joining Presidio means stepping into a culture of trailblazers—thinkers, builders, and collaborators—who push the boundaries of what’s possible. With our expertise in AI-driven analytics, cloud solutions, cybersecurity, and next-gen infrastructure, we enable businesses to stay ahead in an ever-evolving digital world. 

Here, your impact is real. Whether you're harnessing the power of Generative AI, architecting resilient digital ecosystems, or driving data-driven transformation, you’ll be part of a team that is shaping the future. 

Ready to innovate? Let’s redefine what’s next—together. 

About Presidio
At Presidio, speed and quality meet technology and innovation. Presidio is a trusted ally for organizations across industries with a decades-long history of building traditional IT foundations and deep expertise in AI and automation, security, networking, digital transformation, and cloud computing. Presidio fills gaps, removes hurdles, optimizes costs, and reduces risk. Presidio’s expert technical team develops custom applications, provides managed services, enables actionable data insights and builds forward-thinking solutions that drive strategic outcomes for clients globally. For more information, visit www.presidio.com. 

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Applications will be accepted on a rolling basis.

Presidio is an Equal Opportunity / Affirmative Action Employer / VEVRAA Federal Contractor. All qualified candidates will receive consideration for this position regardless of race, color, creed, religion, national origin, age, sex, citizenship, ethnicity, veteran status, marital status, disability, sexual orientation, gender identification or any other characteristic protected by applicable federal, state, and local statutes, regulations, and ordinances.

To read more about discrimination protections under Federal Law, please visit: https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf

If you have any difficulty using our online system and need an accommodation in the job application process due to a disability, please send an email to recruitment@presidio.com for assistance.

Presidio is a VEVRAA Federal Contractor requesting priority referrals of protected veterans for its openings. State Employment Services, please provide priority referrals to recruitment@presidio.com.

Notice to Massachusetts Candidates: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Recruitment Agencies, Please Note: Presidio does not accept unsolicited agency resumes/CVs. Do not forward resumes/CVs to our careers email address, Presidio employees or any other means. Presidio is not responsible for any fees related to unsolicited resumes/CVs.

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