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Operations Specialist - Digital Velocityat CDW Careers

Job ID: 
Focus Area: 
Sales Support
Remote, Remote
Remote Type: 

This job posting is no longer active

The DV-Operations Specialist provides a strategic partnership with assigned services management by operating their daily services business with precision and urgency. The incumbent in this role has a high degree of resourcefulness, is an excellent communicator, thrives in a fast paced and dynamic environment, and is process driven but flexible in approach.


Key Areas of Responsibility

  • Handle intense volume of 70+ emails per day assisting in AP invoices, payments, etc.
  • Collaborate with vendors and customers as an escalation point to resolve any issues as a go-to problem solver.
  • Provide full life-cycle Engagement Management for select customers and partners. 
  • Ensure all available revenue recognition is processed timely and accurately. 
  • Act as point of escalation to assist and/or resolve customer, sales or partner satisfaction issues. 
  • Provide timely and accurate system approvals. 
  • Initiate and approve financial documents for assigned customers or partners (invoices, credit memos, etc.). 
  • Participate in tool and process improvement projects as requested. 
  • Communicate Services engagement methodology and other best practices to coworkers and partners as needed. 
  • Ensure the best practices are incorporated and shared. 
  • Support Services Operations vision, goals, and strategies. 
  • Contribute to Services Operations team meets and best practices.

Education and/or Experience Qualifications

  • Bachelor’s Degree or equivalent experience required 
  • 5 years of relevant professional experience or 3 years CDW experience 

Required Qualifications

  • Must have Salesforce, FinancialForce, or PSA experience
  • Provide forward thinking leadership at all times
  • Excellent written and verbal communication skills
  • Ability to excel in a dynamic and fast paced environment
  • Influential with others, tailoring communication to the needs of the target audience
  • 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
  • History of successfully coordinating complex projects, with multiple facets and stakeholders
  • Ability and willingness to travel up to 25% or as needed to other CDW locations
  • Ability to understand, remember, and apply oral and/or written instructions or other information. Ability to organize thoughts and ideas into understandable terminology. Ability to multi-task, organize and prioritize. Ability to apply common sense in performing job. Ability to understand and follow basic instructions and guidelines. Ability to travel as needed.

Preferred Qualifications

  • Experience with Professional Services Automation tools
  • Experience implementing process improvement projects
Date Posted: Apr 18, 2024
Job Category: Sales
People Leader v. Individual Contributor: People Leader
Travel Percentage: 0
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