Sales Operations Representative, Commercial Territory East

Role Overview

• Provide operational assistance to account managers, and field sales coworkers with quote creation and order processing.
• Provide consistent status updates for orders, quotes, or other requests to sales coworkers.
• Directly interact with customers to provide order status updates, quotes or other requests as needed to provide exception customer outcomes.
• Ability to assist with basic CDW and Partner badged services requests through Agiloft and Synapse (Changepoint).
• Prepare and distribute product configurations and customer quotes utilizing online tools and CDW resources.
• Promptly process orders via SPS and AS400 systems.
• Web order processing through the Sales Order Router.
• Manage bids entry, amend, and win bids in the Bid Router, as needed.
• Ensure proper purchasing contract(s) and terms are selected upon order entry.
• Maintain sales order routers and sales order manager screens.
• Ensure all started tasks are seen through to completion.
• Facilitate and follow up on Customer Relations/ServiceNow requests to ensure frictionless order flow experience for customers, and sales coworkers.
• Provide daily maintenance of operational assistance to release orders on hold in the Sales Order Manager and Sales Order Router.
• Understand how to do configuration based on best practice standards in regard to configuring hardware accurately and properly.
• Attend all sales teams' meetings and huddles via phone, Webex, or in person to further build relationships with sales team.
• Understand and maintain in depth knowledge of relevant products, promotions, and announcements.
• Utilize internal and external training opportunities to continually develop product knowledge and sales skills.
• Complete Partner Product accreditation to further advance skillsets in solutions and services sales.
• Build trusted working relationships with account manager(s) to ensure seamless working relationship and deliver a OneCDW customer experience.
• Proactively provide pertinent information to client(s) and account manager(s).
• Develop good working relationships with internal departments.
• Have a high sense of urgency to go above and beyond to provide extraordinary customer experience.

Requirements

• High school degree or equivalent
• Minimum of 2 years in administrative support or customer service role
• Extensive knowledge of Microsoft Outlook, Word, Excel, Power Point
• Strong oral and written communication skills
• Excellent organizational skills to handle multiple tasks
• Ability to work under pressure and manage multiple assignments and priorities
• Strong interpersonal skills; team player with ability to deal effectively with individuals at all levels
• Flexibility in daily work schedule required to accommodate requirements of the position
• Ability to work independently and manage one’s time
• Excellent problem-solving skills and follow through
• Ability and willingness to travel up to 10% or as needed to other CDW locations, meetings, and customer locations.
• Associate’s degree OR 2 years of relevant experience
• 2+ years Sales or Technology industry experience (non-retail)

Tech Stack

• ServiceNow

Benefits

• Annual bonus target of $20,000 subject to terms and conditions of plan