Sales Operations Associate
About The Position
The Sales Operations Associate (SOA) provides operational order support to account managers and account teams. The role facilitates orders through the full order cycle, from entry to invoicing, and works with Backoffice departments to resolve order issues such as drop-ship emergencies, backorders, and bid escalations. The SOA supports order processing and maintenance, follows up on customer service requests, helps release orders on hold, and responds to order-status inquiries from account teams and customers. CDW describes itself as a collaborative technology solutions provider and emphasizes curiosity, adaptability, responsible use of AI, and ongoing learning. The company also states its commitment to an equitable, transparent, and respectful hiring process and equal opportunity employment.
Requirements
- High school diploma.
- Intermediate to advanced PC skills, including Microsoft Word, Excel, and PowerPoint.
- Flexibility and adaptability, with an optimistic view of projects and the work environment.
- Customer-service orientation.
- Strong organizational skills.
- Ability to work with multiple personalities.
- Ability to multitask, organize, and prioritize.
- Ability to communicate frequently and accurately with coworkers about shipping and logistics issues.
- Ability to operate a computer and other office productivity equipment, such as a calculator, copy machine, and computer printer.
- Ability to remain in a stationary position 50% of the time.
- Ability to work in a high-stress, high-visibility environment.
- Curiosity, a learner’s mindset, and willingness to engage with evolving technology and tools.
Nice To Haves
- Associate’s and/or bachelor’s degree.
- One year of sales experience.
- Openness to experimenting with AI and learning to use it responsibly as a partner in work.
Responsibilities
- Enter orders, including installs, contracts, and bids.
- Process web orders through the sales order router.
- Enter, amend, and win bids in the bid router as needed.
- Ensure the appropriate purchasing contracts and terms are selected during order entry.
- Perform daily maintenance of sales order routers and sales order manager screens.
- See all started tasks through to completion.
- Facilitate and follow up on Customer Relations/ServiceNow requests to support a frictionless order flow for customers and sales coworkers.
- Provide daily operational assistance to release orders on hold in the Sales Order Manager and Sales Order Router.
- Act as the point of contact for order-status requests from account managers, account teams, and customers with basic-level requests.
- Communicate with coworkers about shipping and logistics issues, exchanging accurate information.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
