Administrative Assistant - FSI

CDW•Chicago, IL

1d•$22 - $25

About The Position

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 Administrative Assistant provides crucial support to Sales leaders by managing meetings, creating presentations, handling travel and expenses, and fulfilling reporting requests. This role is also responsible for improving processes and reporting within Sales Operations.

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 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.

Responsibilities

Meeting Management: Schedule and coordinate meetings for the leadership team.
Record accurate and comprehensive notes during meetings.
Summarize the meeting and share action items with the Sales leader.
Set up WebEx/teleconferencing for virtual meetings.
Coordinate logistics for in-person meetings (e.g., location, food, printouts).
Presentation Support: Compile QBR (Quarterly Business Review), Territory Plan and Mid-Year Review Reports for Sales leaders.
Assist with creating engaging PowerPoint presentations for meetings and customer visits.
Perform research by engaging appropriate stakeholders to gather/validate information for presentations.
Reporting: Develop and maintain a comprehensive understanding of the available reports and stay updated on new additions.
Serve as subject matter expert and help leaders navigate available reports and reporting resources.
Identify and understand the reporting needs of the sales leader.
Compile and distribute reoccurring reports to satisfy those needs.
Prioritize and execute ad-hoc reporting requests with Sales Analytics.
Travel and Expenses and Time Management: Book travel arrangements for the Sales leaders.
Process and approve expenses on behalf Sales leaders.
Act as leader’s proxy, managing swipe updates and time off requests.
Event Coordination: Coordinate logistics for events (e.g., location, food, printouts).
Event set up and clean up.
Schedule monitoring to ensure the event stays on track as the day progresses.
Coordinate team outings and meetings with Sales leaders and partners.
Schedule and collaborate with catering/venue staff, etc. for the event.
Process Improvement: Collaborate with Sales Analytics to ensure data accuracy.
Explore automated reporting solutions for sales teams.
Business Acumen: Understand and document the Sales leader’s expectations.
Understand segment goals, Sales performance and attainment (Rev/GP), and initiatives.
Additional Responsibilities: Assist with Sales leader’s special projects.
Assist with team/department (Sales Operations) projects.
Maintain sales team organizational charts.
Update Account Coding Strings as needed.
Update account moves, via Mass upload within Salesforce
Set up corporate credit cards and mobile phones for Sales leaders.
Review and validate scrub lists for accuracy.
Order office supplies (e.g., toner, business cards).
Maintain email distribution lists.