The Role
The Opportunity Engagement Team Specialist analyzes Salesforce opportunities, routes projects, and leverages AI tools to streamline document reviews and enhance organizational growth.
Summary Generated by Built In
Wachter's greatest asset is the people who work here. Join the Wachter family and chart your career path!
Wachter is accepting applications for an Opportunity Engagement Team Specialist to work remotely.
Join our dynamic team as an Opportunity Engagement Specialist, where you will serve as the strategic engine of our sales pipeline. In this role, you will manage the intake, qualification, and routing of Salesforce opportunities to determine which internal departments are best suited to respond based on pre-defined executive standards.
You will analyze complex technical scopes—ranging from local electrical installs to nationwide rollouts and multi-site projects with technologies of physical security, networking and Audio Visual—and leverage approved AI tools to fast-track document review. If you excel at spotting key details, extracting vendor responsibilities, and routing projects to the right teams, this is your opportunity to drive our organizational growth.
Key Responsibilities:
- Opportunity Evaluation & Routing: Partner with sales and operations to match client requirements with the correct internal departments within leadership standards.
- Pipeline Assignment: Route and assign personnel to active pre-sales pipeline opportunities based on pre-defined criteria.
- Scope Analysis: Read, review, and interpret RFPs, manufacturer specifications, technical journals, and installation scopes to extract due dates and vital details.
- Project Classification: Identify and categorize project types, including local contracts, nationwide rollouts (standardized work with schedule control), and multi-site deployments (similar or dis-similar work).
- AI-Driven Data Analysis: Leverage approved AI applications to analyze large documents, assessing whether sufficient data exists to determine if an opportunity fits the organization.
- Execution & Continuous Learning: Maintain deep, evolving knowledge of company practice areas, organization, and technologies.
- Data Management: Apply a structured, methodical approach to daily data entry, triage tasks, and problem-solving.
- Work Quality: Meet deadlines and maintain high-quality work under pressure with minimal oversight.
Opportunity Evaluation & Routing
Qualifications and Core Skills
- Technical Proficiency: Mastery of Salesforce, MS Word, MS Outlook, MS Excel, and MS Teams.
- Reasoning & Problem-Solving: Ability to define problems, collect data, establish facts, draw valid conclusions, and interpret instructions in mathematical or diagram form.
- Communication Skills: Proficient written and verbal English communication. Ability to present technical information effectively to prospects, customers, peers, and managers.
- Industry Knowledge: Broad, introductory knowledge of systems integration practice areas, including:
- Wired and wireless data/voice networking
- Physical security (cameras, alarm panels, door access control)
- Audio Visual (AV) systems
- Local and commercial electrical services
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required, compliant with EEOC and ADA requirements.
What You Bring and Expectations
- Required: High School Diploma or equivalent.
- Preferred: 2-year or 4-year college degree in Computer Science, Electrical Engineering, or Management Information Systems (MIS).
- Preferred: 1–3 years of experience working with a systems integrator.
- Preferred: Experience in technical and proposal writing with an understanding of professional, client-facing documents.
- Required: Valid Driver’s License.
- Preferred: Current US Passport.
- Location: Performance-based flexibility to work from home or from the office.
- Travel: Very limited; required only for occasional conferences or team meetings as required.
Education & Experience
Certificates, Licenses, Registrations
Work Environment & Travel
About:
Wachter is a family-owned company since 1930 and we see each employee as a critical piece of the Wachter Family. With over 900 licenses across the country, Wachter serves commercial and industrial clients with the right technologies needed to keep them successful.
We design, install, and maintain the technologies that keep businesses operating efficiently. Our team of dedicated electricians, engineers, and technicians provides electrical, data, security, communications, and automation services to clients in numerous industries.
Follow us on Facebook, Instagram, Twitter, and LinkedIn.
We're an equal opportunity employer. All applicants will be considered for employment without attention to age, race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
Skills Required
- High School Diploma or equivalent
- 1-3 years working with a systems integrator
- Degree in Computer Science, Electrical Engineering, or MIS
- Proficiency in Salesforce and MS Office
- Strong written and verbal English communication
- Ability to analyze technical documents, diagrams, and project scopes
- Strong problem-solving, data collection, and fact-finding skills
- Experience with technical or proposal writing
Wachter, Inc. Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Wachter, Inc. and has not been reviewed or approved by Wachter, Inc..
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Healthcare Strength — Health coverage is characterized by 100% employer-paid medical, dental, vision, and core protection benefits, with Teladoc included. Feedback suggests this breadth and zero-premium structure is a standout value, especially for families.
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Affordable Benefits — Total cost to employees for core health coverage is often described as fully paid across employee and family tiers. Feedback suggests this materially boosts perceived total compensation despite mixed views on base pay.
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Retirement Support — A company-matched 401(k) is positioned as part of the standard package. Feedback suggests this provides longer-term savings support alongside day-to-day benefits.
Wachter, Inc. Insights
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The Company
What We Do
Wachter is on the cutting-edge of technology and infrastructure installation and has been since 1930. Wachter is a Cisco Gold Certified Partner. We’re committed to the exceptional service and forward thinking that lets us provide leading technologies to meet diverse client needs.
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