Sales Operations Representative- NW Majors

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.

Key Areas of Responsibility

• 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 a 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 a 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 an extraordinary customer experience.

Education and/or Experience Qualifications

• Associates' degree OR 2 years of relevant experience

Required Qualifications

• 2+ years Sales or Technology industry experience (non-retail)
• 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

Preferred Qualifications

• Bachelor's degree
• 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)