Client Operations Specialist

Company Overview

RTS 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.

• 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 followed to minimize risk.
• Process prospective client applications by reviewing 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 the sales team and channel partners.
• Maintain current records in the sales platform for accuracy.
• Provide overall support for sales and business development efforts.
• Report directly to the Client Operations Team Lead.

• Strong customer relations ability 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.

• Medical:
  Fully paid health‑care, 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.