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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates advanced analytical skills and business acumen to support sales leadership in pipeline management and forecasting. Proficient in utilizing CRM and business intelligence tools to enhance reporting and drive actionable insights.
Highest-signal resume keywords
FP&A ExperiencePipeline ManagementForecasting ProcessesSalesforce ProficiencyAdvanced Excel Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Business AnalyticsForecast Accuracy MeasurementOpportunity CleanupData AnalysisPerformance AnalysisRisk ReviewStandardized ReportingAI Tools UtilizationComplex Workstream LeadershipBusiness Performance Analysis
Soft Skills
Strong Written CommunicationVerbal CommunicationPresentation SkillsOrganizational SkillsProcess Discipline
Tools & Technologies
CRM PlatformsForecasting PlatformsSalesforcePower BIBusiness Intelligence Tools
Certifications & Qualifications
Bachelor’s Degree in BusinessMBA Preferred
Industry Keywords
Revenue OperationsGTM Commercial OperationsSales LeadershipPipeline CoverageBusiness Model Complexities
About the role
Key responsibilities & impact- Analyze pipeline coverage, creation, progression, and overall health for sales leadership
- Establish pipeline creation and advancement goals with sales leaders
- Identify and coordinate actions to improve pipeline quality, including opportunity cleanup, closure, aging, and risk review
- Ensure sales teams have useful reporting, tools, and guidance for pipeline reviews and one-on-ones
- Support large-deal reviews by surfacing risks, gaps, dependencies, and recommended actions
- Help establish standardized forecasting processes and cadences
- Lead recurring forecast calls and facilitate discussions using reporting and data
- Partner with sales leaders to develop and align on bottoms-up forecasts
- Measure forecast accuracy and identify recurring drivers of variance
- Recommend enhancements to forecasting processes, reporting, definitions, and tools, including AI-enabled efficiency improvements
- Analyze business performance and translate findings into actionable insights for senior leadership
- Prepare and facilitate recurring business and people reviews, including materials, discussion points, and follow-up actions
- Connect pipeline, forecast, and performance indicators to highlight risks and opportunities
- Create targeted ad hoc reporting and analysis
- Clarify business questions, define analytical approaches, and communicate findings in decision-ready formats
- Cultivate relationships with sales leadership and coordinate across Revenue Operations, Finance, IT, and partner teams
- Translate sales leader needs into requirements and coordinated actions
Requirements
What you’ll need- Bachelor’s degree in Business, Finance, Economics, Analytics, or a related field, or equivalent practical experience
- 6+ years of experience in FP&A, business analytics, strategy, or a related function
- Experience supporting sales leaders through pipeline management, forecasting, business reviews, or performance analysis
- Experience leading complex workstreams, facilitating recurring operating cadences, and influencing cross-functional partners without direct authority
- Advanced analytical and business acumen
- Strong written, verbal, and presentation skills
- Strong organization, follow-through, and process discipline
- Advanced Excel and business intelligence skills
- Working knowledge of CRM and forecasting platforms
- Salesforce and Power BI experience strongly preferred
- Experience using AI tools to streamline processes and improve business outcomes
- Ability and willingness to travel up to 5% as needed
- Thorough understanding of how CDW’s business model complexities interact
- Experience in Revenue Operations or a closely related GTM commercial operations function
- MBA preferred
Benefits
Comp & perks- Annual bonus target of 10% subject to terms and conditions of plan
- Benefits offered through CDW’s benefits program
- Hybrid work arrangement
- Travel opportunities up to 5% as needed