Provides first call response for solutions pricing and quoting of simple solutions requests for customers within assigned territory or is accountable for territory focused relationship based customer transactions in support of a large group with more complex solutions. Accountable for opportunity forecasting and pipeline management for the same group of assigned-territory customers. Provides peer group support for questions or issues surrounding solutions pricing and quoting; becomes subject matter expert level knowledge of supplier lines and on tools and processes. Provides queue management oversight and is involved in escalations of issues and customer situations as required. Keeps up with current and possible practices or process and effectively communicates and trains information to others. Provides guidance or leadership for others as required.
Primary Duties and Responsibilities:
- Provides the first call response focused on providing pricing and quoting the customer identified solution.
- Engages with the customer to understand the scope of the solution request.
- Utilizes knowledge and tool sets to configure, price, quote, and process requests for specific hardware, software, services for identified configuration design solutions.
- Works cooperatively with management and others across the organization to achieve shared objectives.
- Creates and delivers initial solution to the customer, determining and communicating lead-time and delivery based on product availability, build lead times, etc.
- Provides assigned-territory customers with information to assist in making additional decisions regarding hardware, software, services, and/or services renewal, and warranty. Initiate actions to identify and manage areas of opportunity.
- Adheres to customer program requirements utilizing customer contract information to ensure enforcement of terms, freight, inventory, pricing, etc.
- Supplies final adjusted design solution pricing based on applicable programs, promotions and add-ons.
- Uses internal resources to resolve or escalate all pertinent pre-sales issues, e.g., credit, engineering, etc. Effectively follows through on commitments.
- Refers requests for product education and product alternatives outside of their area of knowledge to others.
- Follows up on all opportunities and monitors the pipeline activity to close within the identified forecast period.
- Contributes information to forecast consolidations.
- Participates in planning and reviews for customers in the assigned territory.
- Implements actions identified by management to resolve identified budgets gaps.
- Maintains integrity of customer information in TD SYNNEX systems, as appropriate.
Knowledge and Skills
- Demonstrated subject matter expert working knowledge of product, pricing, customer service, and sales strategy.
- Demonstrated subject matter expert working knowledge of simple configuration solutions design, including tools, products and services, practices, procedures and methods.
- Demonstrated ability to identify and use appropriate tools to price simple configuration requests.
- Demonstrated working knowledge of sales and quoting systems.
- Demonstrated verbal, written, interpersonal communications skills sufficient to collaborate work in a successful team environment and effectively interface with supplier and customer representatives by telephone and e-mail.
- Demonstrated subject matter expert attention to detail and the ability to organize, prioritize, and accomplish multiple tasks based on identified process requirements.
- Ability to perform mathematical calculations.
- Knowledge of distribution industry.
Work Experience Requirements:
- Experience in a configuration, sales, or other related role with extensive customer service interface in a technical or product support role within a computer products, system solutions-related distribution business, or similar environment.
Education & Certification Requirements:
- Associate Degree in business, IT, or related field or an equivalent combination of formal education, training and directly related job experience.
- Product/supplier certifications as required.
At Shyft Global Services, a TD SYNNEX Company, our values guide everything we do: Together, We Own It, We Dare to Go, We Grow and Win, and above all, We Do the Right Thing. These principles shape how we work with each other, our partners, and our communities as we drive innovation and create lasting impact.
#DNS
What’s In It For You?
Elective Benefits: Our programs are tailored to your country to best accommodate your lifestyle.
Grow Your Career: Accelerate your path to success (and keep up with the future) with formal programs on leadership and professional development, and many more on-demand courses.
Elevate Your Personal Well-Being: Boost your financial, physical, and mental well-being through seminars, events, and our global Life Empowerment Assistance Program.
Diversity, Equity & Inclusion: It’s not just a phrase to us; valuing every voice is how we succeed. Join us in celebrating our global diversity through inclusive education, meaningful peer-to-peer conversations, and equitable growth and development opportunities.
Make the Most of our Global Organization: Network with other new co-workers within your first 30 days through our onboarding program.
Connect with Your Community: Participate in internal, peer-led inclusive communities and activities, including business resource groups, local volunteering events, and more environmental and social initiatives.
Don’t meet every single requirement? Apply anyway.
At Shyft Global Services, a TD SYNNEX Company, we’re proud to be recognized as a great place to work and a leader in the promotion and practice of diversity, equity and inclusion. If you’re excited about working for our company and believe you’re a good fit for this role, we encourage you to apply. You may be exactly the person we’re looking for!
We are an equal opportunity employer and committed to building a team that represents and empowers a variety of backgrounds, perspectives, and skills. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, gender, gender identity or expression, sexual orientation, protected veteran status, disability, genetics, age, or any other characteristic protected by law.
