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At CDW, we make it happen, together. Trust, connection, and commitment are at the heart of how we work together to deliver for our customers. It’s why we’re coworkers, not just employees. Coworkers who genuinely believe in supporting our customers and one another. We collectively forge our path forward with a level of commitment that speaks to who we are and where we’re headed. We’re proud to share our story and Make Amazing Happen at CDW. The Administrative Assistant provides crucial support to Sales leaders by managing meetings, creating presentations, handling travel and expenses, and fulfilling reporting requests. This role is also responsible for improving processes and reporting within Sales Operations.
Job Responsibility:
Schedule and coordinate meetings for the leadership team
Record accurate and comprehensive notes during meetings
Summarize the meeting and share action items with the Sales leader
Set up WebEx/teleconferencing for virtual meetings
Coordinate logistics for in-person meetings (e.g., location, food, printouts)
Compile QBR (Quarterly Business Review), Territory Plan and Mid-Year Review Reports for Sales leaders
Assist with creating engaging PowerPoint presentations for meetings and customer visits
Perform research by engaging appropriate stakeholders to gather/validate information for presentations
Develop and maintain a comprehensive understanding of the available reports and stay updated on new additions
Serve as subject matter expert and help leaders navigate available reports and reporting resources
Identify and understand the reporting needs of the sales leader
Compile and distribute reoccurring reports to satisfy those needs
Prioritize and execute ad-hoc reporting requests with Sales Analytics
Book travel arrangements for the Sales leaders
Process and approve expenses on behalf Sales leaders
Act as leader’s proxy, managing swipe updates and time off requests
Coordinate logistics for events (e.g., location, food, printouts)
Event set up and clean up
Schedule monitoring to ensure the event stays on track as the day progresses
Coordinate team outings and meetings with Sales leaders and partners
Schedule and collaborate with catering/venue staff, etc. for the event
Collaborate with Sales Analytics to ensure data accuracy
Explore automated reporting solutions for sales teams
Understand and document the Sales leader’s expectations
Understand segment goals, Sales performance and attainment (Rev/GP), and initiatives
Assist with Sales leader’s special projects
Assist with team/department (Sales Operations) projects
Maintain sales team organizational charts
Update Account Coding Strings as needed
Update account moves, via Mass upload within Salesforce
Set up corporate credit cards and mobile phones for Sales leaders
Review and validate scrub lists for accuracy
Order office supplies (e.g., toner, business cards)
Maintain email distribution lists.
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.