Sales Operations Representative

Job Description

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 will 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

• 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

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.