Operations Solution Advisor - Managed Services

Description
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.
* Job summary
* The Operations Solution Advisor reports to a Services Management Manager or Supervisor. The Ops Solution Advisors work across CDW's Professional Services, Managed Services, Digital Velocity, ServiceNow Solutions, or Technical Services capabilities. The role supports end-to-end engagement execution translating signed Statements of Work (SOWs) into resourced, compliant and financially accurate projects.
* What you will do
* Convert opportunities to projects by validating estimates, quotes and Statements of Work, approving orders, creating projects in appropriate system, linking funding sources, and completing SOX reviews before execution.
* Manage order changes- validate impacts, update budgets, locations and work codes to drive taxation in PSA tools.
* Execute services engagements, including milestone/billing-schedule management, revenue-recognition date alignment, and timely project closure or cancellation across systems.
* Administer supplier fulfillment by identifying contingent-workforce requirements, vetting new subcontractors, issuing work orders, and monitoring supplier performance, risk and financial health.
* Resolve operational issues by researching partner-portal errors, system data gaps or invoice exceptions.
* Align invoicing to customer systems- reformat invoices for VMS portals, approve billing events, and match supplier invoices to project financials.
* Generate metrics and actionable insights by producing KPI dashboards on pipeline, staffing, billing timeliness, T&E trends and supplier scorecards.
* Lead sourcing-strategy tasks such as CDW-First cost-structure reviews, RFI/RFP consultation and negotiation of escalated billing terms for non-standard deals.
* Drive continuous improvement by documenting recurring pain points, proposing process or automation enhancements, and participating in special projects that streamline quote-to-cash execution.
* Provide time/expense, invoice and credit-memo approvals for assigned accounts, and act as liaison to customers for escalated service or billing inquiries.
* What we expect of you
* Bachelor's Degree and 1 year experience in project management, procurement, finance, or related field OR 5 years experience in project management, procurement, finance, or related field.
* Demonstrated ability to apply industry best practices and leverage both internal and external business knowledge to drive process improvements.
* Advanced problem-solving skills, including the capacity to analyze complex situations, synthesize data from multiple sources, and develop innovative solutions.
* Proven experience integrating cross-functional insights and data to inform effective decision-making.
* Strong interpersonal skills with a track record of building collaborative relationships across teams and communicating complex concepts clearly and concisely.
* Deep understanding of service delivery operations, including reviewing SOW terms, negotiating concessions, ensuring SOX compliance, and managing revenue recognition, tax, and commission processes.
* Comprehensive knowledge of the project engagement lifecycle, from opportunity conversion and resource management to supplier engagement, billing, revenue recognition, and project closure.
* Proficiency with key platforms such as Salesforce, Certinia, ServiceNow, Fieldglass, Microsoft Office Suite, with the ability to quickly learn and adapt to new systems and tools as required. Pay range: $ 63,000 - $87,800 depending on experience and skill set Benefits overview: https://cdw.benefit-info.com/ Salary ranges may be subject to geographic differentials
* We make technology work so people can do great things.
* CDW is a leading multi-brand provider of information technology solutions to business, government, education and healthcare customers in the United States, the United Kingdom and Canada. A Fortune 500 company and member of the S&P 500 Index, CDW helps its customers to navigate an increasingly complex IT market and maximize return on their technology investments. Together, we unite. Together, we win. Together, we thrive. CDW is an equal opportunity employer. All qualified applicants will receive consideration for employment without regards to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status or any other basis prohibited by state and local law.