Provides entry-level 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.
Principal 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 entry-level knowledge and tool sets to configure, price, quote and process requests for specific hardware, software, services for identified configuration design solutions. 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. 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. 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 Tech Data systems, as appropriate. Job Level Specifications: Demonstrated entry-level working knowledge of product, pricing, customer service and sales strategy. Demonstrated entry-level 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 work in a successful team environment and effectively interface with supplier and customer representatives by telephone and e-mail. Demonstrated working-level 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: One year of 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 and Certification(s): Bachelor 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. Distinguishing Characteristics: This position provides entry-level first call response for assigned territory customers.