Technology Solutions Advisor - Hybrid Licensing

Acting as the first point of contact for solutions and transition of opportunities to proper resources, the Technology Solutions Advisor strongly aligns to sales teams to drive solutions growth objectives. The Advisor possesses technical expertise with advanced level knowledge within their discipline and intermediate knowledge across all disciplines. This specific objective of this role is to help customers realize business value through Public Cloud technologies while also making meaningful use of their licensing investments.

The Advisor develops and maintains strategic relationships with Account Managers and Technology Solutions Specialists and seen as a trusted partner to grow business.

Key Areas of Responsibility

Technology Skills
  • Maintains advanced knowledge of solutions within discipline
    • Discover, Qualify, Recommend, Compare/Contrast products and solutions within discipline
    • Explains features, benefits and technical specifications of primary, secondary, emerging and complementary solutions and services
  • Maintains Intermediate level knowledge on all other ITS disciplines
  • Reviews cloud and on-premise options in the solutions practice
  • Contributes to the sales team's knowledge base and readily shares information with other Advisors and Account Managers
  • Attends mandatory partner and specialist trainings
  • Attain role level certifications both within their focused and adjacent disciplines

Customer Facing
  • Engages with customers to uncover their business needs and relevant solutions
  • Assists customers with fundamental licensing needs around Windows Server, SQL Server, Visual Studio and System Center
  • Drives Services engagements with our customers through assessments, migration and application modernization services for Public Cloud
  • Articulates Hybrid Use Benefits and pathways to Public Cloud
  • Discusses solutions at a conceptual level with customers and potential customers
    • Explains the solutions features and benefits
    • Through discovery with customers, uncovers related solutions beyond the original scope
  • Explores additional solutions opportunities through services agreements including hosted, managed, and cloud
  • Participates in CDW events on business-focused technology solution presentations for customers and prospects delivered via web-based tools (e.g., WebEx, Microsoft Teams, and Zoom).

Sales Enablement
  • Provides Account Managers with best practices and guidance on how to most effectively uncover and communicate solutions and services opportunities
  • Counsels Account Managers on competitive landscape
  • Explains features, benefits, and technical specifications of advanced products and solutions within discipline
  • Explains conceptually how technologies are installed and implemented for customers
  • Reviews cloud and on-premise options in the solutions practice

Sales Engagement
  • Provides timely technology solutions expertise while helping sellers navigate the sales process
  • Responds to requests from customers and Account Managers
  • Follows up and responds to questions regarding registrations, pending deals, and escalation needs
  • Registers and manages customer proposals in partner registration systems
  • Reviews quotes and orders for accuracy


Minimum Qualifications
  • Associate's Degree or equivalent work experience
  • Current CDW ITS Coworker or one-year minimum CDW sales experience

Other Required Qualifications
  • Ability to compare and contrast Microsoft licensing vehicles including Open Value, MPSA, EA and CSP for Microsoft software technologies
  • Experience managing Enterprise Agreements
  • Proven success and experience selling technologies solutions and services
  • Knowledge and proven success of engaging and working with sales teams
  • Ability to execute on territory goals and metrics
  • Ability to adapt and change to the business needs of the practice and team coverage model
  • Strong oral and written communication skills
  • Ability to think creatively and come up with proactive ideas that will increase sales
  • Strong passion for learning and teaching others
  • Strong problem solving skills
  • Motivated and self-starting
  • Must be able to communicate effectively and in a constructive manner with management, peers and coworkers

Preferred Qualifications
  • Microsoft P-CE Certification
  • Working knowledge of Public Cloud assessment ecosystem
  • Current CDW ITS Coworker


COVID-19 Update:
CDW is committed to maintaining a workplace that is free of known hazards and to ensuring the safety, health, and well-being of coworkers and candidates for employment and their families, as well as the community.

CDW requires all coworkers be fully vaccinated against COVID-19, with the only exceptions being a documented, legally required medical or religious accommodation. Prior to starting with CDW, successful candidates will be required to: (i) be fully vaccinated against COVID-19 and provide CDW with proof of full vaccination; or (ii) apply for and receive a medical or religious-based accommodation to be exempt from the mandatory vaccination policy.