Sr. Sales Operations Representative - Territory East

CO1001 CDW Direct, LLC; Illinois; Hybrid; USD 50,000 - 66,000; Full time

Benefits offered by this job

Annual bonus program

Job summary

CDW Direct, LLC is seeking an operations-focused role to support account managers and field sales with quotes and orders, ensuring compliance with government, customer, and seller requirements. Collaboration with Services and Project Management is required for large projects and customer rollouts.

You will provide timely status updates, interact with customers for order status and quotes, and handle basic service requests through internal tools.

Qualifications

• 2+ years of experience in Operations or Sales
• Proficient in Microsoft Office applications
• Excellent communication skills, both oral and written
• Ability to balance multiple priorities and meet deadlines
• Proven ability to collaborate and problem-solve

Responsibilities

• Assist account managers and field sales with quote creation and order processing
• Ensure all government, customer and seller requirements are followed on orders (DPAS, due dates, contract requirements)
• Coordinate with Services and PM teams on large projects
• Manage order coordination on customer rollouts
• Provide status updates for orders, quotes, or requests to sales
• Interact with customers to provide order status updates and quotes
• Process orders via SPS and AS400 systems
• Web order processing via Sales Order Router
• Train and mentor new coworkers

Skills

Communication skills

MS Office

Multitasking

Customer service

Relationship building

Education

Associate degree

Bachelor’s degree

Tools

AS400/SPS

Certinia

CPQ

Changepoint

Job description

What you will do

• Provide operational assistance to account managers, and field sales coworkers with quote creation and order processing.
• Ensure all government, customer and seller requirements are followed on orders (DPAS ratings, due dates, contract requirements for purchasing and SLA’s).
• Works closely with appropriate Services and Project Management team(s) on large projects.
• Responsible for order management coordination on all customer rollouts.
• Provide consistent status updates for orders, quotes, or other requests to sales coworkers.
• Proactive interaction 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 (Sales Productivity Suite) 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.
• Daily maintenance of 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 Request 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.
• Train and mentor new and existing coworkers.
• Leverage appropriate contract vehicles and pricing schedules for specified customers.
• Have advanced understanding and maintain in-depth knowledge of relevant products, contracts, or business segment requirements.
• Leverage/seek 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 customer relations so you can be second in command when the Account Manager or Account Manager Team(s) is out of the office or traveling.
• 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 exceptional customer experience.

What we expect of you

• Minimum basic requirements: 2+ years experience within Operations or Sales, Associates degree or relevant experience.
• Proficient in Microsoft Office applications.
• Excellent communication skills, both oral and written using a variety of styles and techniques appropriate to the audience.
• Effective interpersonal skills, with ability to flex style based on the audience.
• Ability to develop trusted relationships with customers and coworkers.
• Ability to balance multiple priorities simultaneously and adapt to the changing needs of the business while meeting deadlines.
• Proven ability to proactively collaborate and build relationships, take initiative and creatively problem solve.
• Demonstrated ability to deliver exceptional customer interactions.
• Demonstrates a high sense of urgency to go above and beyond to provide an extraordinary customer experience.
• Proven ability to undertake and successfully complete special projects.

Preferred skills, experience, and qualities needed

• For CDW coworkers, a minimum “Exceeded Expectations” PMP (Performance Management Process) evaluation for at least 2 consecutive years.
• Bachelor’s degree.
• Yellow Belt Certification (process focused).
• Partner Certification(s).Prior experience in selling computer hardware, software, solutions, or services.
• Certifications in Advanced Technology.
• Working knowledge of internal CDW systems (AS400/SPS, Certinia and CPQ).
• Consistently and independently delivers quality work and receives high customer satisfaction on bi-annual effectiveness survey.

Pay and benefits

• Pay range: $50,000- $66,000, depending on experience and skill set.
• Annual bonus target of $30,000 subject to terms and conditions of plan.
• Benefits overview: https://cdw.benefit-info.com/
• Salary ranges may be subject to geographic differentials.
• CDW is committed to being an AI-fluent organization.

We’re looking for people who bring curiosity, a learner’s mindset, and a willingness to engage with ever-evolving technology and tools. We value adopting AI as a partner, openness to experimentation, and a shared interest in learning together on AI. Our goal is to create a culture where AI enhances—not replaces—human creativity and decision‑making. You don’t need to be an expert today; what matters is your readiness to explore, adapt, and grow with us as we integrate AI responsibly and effectively into our work. Additionally, CDW is committed to fostering an equitable, transparent, and respectful hiring process for all applicants. During our application process, our goal is to understand your experience, strengths, skills, and qualifications. As an AI forward company, we see AI not just as a tool, but as a catalyst for new ways of thinking, creating, and communicating. We encourage candidates to embrace an AI mindset, one that’s curious, adaptive, and ready to explore what’s possible. We welcome thoughtful use of AI to expand your perspective and elevate how you share your story, while ensuring your application remains rooted in your own background, judgment, and voice.

About Us

CDW is a Fortune 500 technology solutions provider that helps businesses, government, education, and healthcare organizations achieve what’s possible through technology. What makes CDW different isn’t just what we do—it’s how we do it. At CDW we act as one—building trust, speaking candidly, and working together to achieve more. We play to win—focusing on what matters most and delivering for our customers. And we think forward—staying curious, moving fast, and continuously learning. We believe meaningful work happens when people feel supported, heard, and empowered to contribute. That’s why we think of ourselves as coworkers, not just employees—working together to solve complex challenges and deliver real impact for our customers and communities. As a full‑stack, full‑lifecycle technology partner, CDW brings deep expertise, strong relationships, and broad industry knowledge to help turn ideas into outcomes. When you join CDW, you become part of a collaborative environment where your work matters, your growth is supported, and your contributions help shape what’s next. Together, we deliver the full promise of what technology can do. Together, we Make Amazing Happen. 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. At CDW, we make technology work so people can do great things. We are a leading multi-brand technology solutions provider to business, government, education and healthcare customers in the United States, the United Kingdom and Canada. Our coworkers across the globe are working together to bring technology to life for our customers by solving complicated IT business challenges, providing outstanding service, and orchestrating the technology landscape to optimize our customers’ performance.