Software Solutions Advisorat CDW Careers

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Job ID: 18001524
Updated: Oct 09, 2018
Location: Chicago, IL, United States

The Software Solution Advisor is an expert software advisor supporting CDW customers with all facets of their software acquisition needs.


Key Areas of Responsibility

  • Manage and achieve all individual and team revenue and gross profit sales goals for the assigned segment.
  • Participate in all steps of the CDW Contract Management methodology
  • Assist in identifying and driving up-sell as well as additional product opportunities
  • Participate in proactive campaigns focused on driving customers to new offers
  • Partner with software sales and solutions coworkers to add value to mutual customers and capture a greater share of software purchases
  • Respond to email or phone inquiries from Account Managers and Field Account Executives.
  • Participate in conference calls with customers to explain and help determine the best acquisition method for their needs, including multi-program cost analysis comparisons
  • Prepare Partner contracts for customer signature and understand the specifics of the contractual requirements
  • Become a subject matter expert for all Partner Software Acquisition agreements
  • Provide guidance to sales on quotes and opportunity pricing
  • Research End User License and program questions for customers and CDW sales Develop relationships with Partner sales teams in assigned segment
  • Educate the CDW/CDWG sales teams to promote Software Solutions sales in region by teaching product acquisition program knowledge, services offerings, leveraging funding programs and how to provide up-sell opportunities
  • Achieve all required Partner certifications deemed appropriate for the SSA role


Responsibilities :

The Software Solutions Advisor – Microsoft will have the responsibility to lead the following tasks in the various Microsoft programs. The SSA will need to maintain expertise in all product acquisition programs and technologies available to customers. The SSA will also carry responsibilities in additional activities related to the CDW and Microsoft partnership. The following list encompasses example activities for all product acquisition programs and activities required in the SSA role. Partner with field software sales representatives as appropriate.


Office 365 by CDW (CSP)

  • Microsoft Cloud Discussion
  • Microsoft Cloud Post Sale Support
  • Pipeline - CSP Microsoft Cloud

Enterprise Agreement (EA)

  • EA Contract Creation - New / Renewal
  • EA Credit Requests
  • End User License Cost analysis
  • Pipeline - EA Deal Registration Entry
  • Pipeline - EA Deal Registration Management
  • Pipeline - EA Pipeline Entry
  • Pipeline - EA Pipeline Management
  • Quote - EA Add-on / True Up Quote
  • Quote - EA New / Renewal Quotes
  • Quote - EA Quote Delivery Session
  • Return Exception Request


  • MPSA Discussion/Evaluation
  • MPSA Issue Resolution

MS Programs

  • Customer Events - Red Carpet
  • General MS End User License / Program Questions
  • New Account Discovery
  • Non EA Product – End User License Discussion
  • Non EA Renewal Discussion
  • Post Sale Support - General
  • Training - AM MS Product Acquisition Programs / Updates

Open Value

  • Open Value Discussion/Evaluation
  • Pipeline - Open Value Pipeline


Minimum Qualifications

  • High School diploma
  • Two years of sales experience


Additional Minimum Qualifications Internal Coworker

  • Minimum of one year experience for existing CDW/CDWG Account Manager, Partner Specialist, or Licensing Help Desk coworkers


Other Required Qualifications

  • Excellent communication skills with customers, Account Managers and Microsoft organization
  • Outstanding licensing, negotiation and closing skills
  • Proven customer facing ability
  • Excellent multitasking capabilities in a fast paced environment
  • Strong organization and time management skills


Preferred Qualifications

  • Bachelor’s Degree or equivalent experience
  • 2 years minimum sales experience in Microsoft Licensing and contractual software licensing
  • Proven ability to exceed sales quotas on a regular basis
Job Category: Technical Sales
Job Type: Full-Time
Travel Percentage: 0%

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