Sales Operations Representative

Description

At CDW, we make it happen, together. Trust, connection, and commitment are at the heart of how we work together to deliver for our customers. It's why we're coworkers, not just employees. Coworkers who genuinely believe in supporting our customers and one another. We collectively forge our path forward with a level of commitment that speaks to who we are and where we're headed. We're proud to share our story and Make Amazing Happen at CDW.

Job summary

The role of the Sales Operations Representative (SOR) is to maximize the productivity of Account Manager(s) through direct partnership. The SOR will provide operational order management support, and will handle order escalation through ServiceNow, Drop Ship Emergency and Credit. SORs are also responsible for interacting with external customers to provide order status updates, quotes, and other requests.

What you'll do

• 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.

What we expect of you

Minimum basic requirements (optional)

• 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 and produce work in a timely manner
• 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)

Preferred skills, experience, and qualities needed

• Excellent communication skills, detail oriented, effective interpersonal skills, an energetic and enthusiastic individual
• Working knowledge of Microsoft Office applications
• Demonstrate ability to multitask
• Confident with customer interactions
• Prior experience in selling computer hardware, software, solutions, or services
• Certifications in Advance Technology (Cisco)
• Working knowledge of internal CDW systems (AS400 / SPS, and Agiloft knowledge)
• Pay range: $ 40,000- $ 56,000, depending on experience and skill set
• Annual bonus target of $20,000 subject to terms and conditions of plan
• Benefits overview: https://cdw.benefit-info.com/
• Salary ranges may be subject to geographic differentials

We make technology work so people can do great things.

CDW is a leading multi-brand provider of information technology solutions to business, government, education and healthcare customers in the United States, the United Kingdom and Canada. A Fortune 500 company and member of the S&P 500 Index, CDW helps its customers to navigate an increasingly complex IT market and maximize return on their technology investments. Together, we unite. Together, we win. Together, we thrive.

CDW is an equal opportunity employer. All qualified applicants will receive consideration for employment without regards to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status or any other basis prohibited by state and local law.