Administrative Assistant - Strategist

• 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

• 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

Experience in Sales Operations