Software Solutions Advisor-Dynamics 365

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Job Summary

The Software Solution Advisor is an expert licensing advisor who partners with a Software Solutions Executive to provide sales support for Account Managers, Field Account Executives and clients.

What you will do:

• Partner with Sales, Solution Architects, and Microsoft to design licensing strategies that optimize customer value and profitability for D365 solutions.

• Act as the SME for all Dynamics 365 licensing inquiries, pricing guidance, and quote validation.

• Drive D365 Business Central CSP opportunity growth through targeted enablement, customer engagement, and strategic licensing recommendations.

• Support sellers in identifying and qualifying new D365 opportunities, including migrations from EA and other licensing vehicles to CSP (future state once post-sale support and catalog has been stood up).

• Stay current on Microsoft licensing changes, promotions, and incentives to maximize competitive positioning and profitability.

• Manage and achieve all individual and team revenue and gross profit sales goals for the assigned segment.

• Participate in all steps of the CDW Contract Management methodology.

• Participate in proactive campaigns focused on driving customers to new offers.

• Participate in conference calls with customers to explain and help determine the best acquisition method for their needs, including multi-program cost analysis comparisons.

• Prepare Partner contracts for customer signature and understand the specifics of the contractual requirements.

• Become a subject matter expert for all Partner Software Acquisition agreements.

• Provide guidance to sales on quotes and opportunity pricing.

• Research End User License and program questions for customers and CDW sales develop relationships with Partner sales teams in assigned segment.

• Educate sales teams to promote Software Solutions sales in the region by teaching product acquisition program knowledge, services offerings, leveraging funding programs and how to provide up-sell opportunities.

• Achieve all required Partner certifications deemed appropriate for the SSA role.

• The Software Solutions Advisor – Microsoft will have the responsibility to lead the following tasks in the various Microsoft programs. The SSA will need to maintain expertise in all product acquisition programs and technologies available to customers. The SSA will also carry responsibilities in additional activities related to the CDW and Microsoft partnership. The following list encompasses example activities for all product acquisition programs and activities required in the SSA role. Partner with field software sales representatives as appropriate.

• Office 365 by CDW (CSP): Microsoft Cloud Discussion Microsoft Cloud Post Sale Support Pipeline – CSP Microsoft Cloud.

What we expect of you:

• High School Diploma

• Two years of sales experience.

• Minimum of one year experience for existing CDW/CDWG Account Managers, Partner Specialists, or Licensing Help Desk coworkers.

• Excellent communication skills with customers, Account Managers and Microsoft organization.

• Outstanding licensing, negotiation and closing skills.

• Proven customer facing ability.

• Ability to work in a fast-paced environment.

• Ability to balance multiple priorities simultaneously and adapt to the changing needs of the business while meeting deadlines.

• Strong organization and time management skills.

• Demonstrated history of successfully coordinating complex projects, with multiple facets and stakeholders.

• Applicant should demonstrate solid attention to detail with a penchant for accuracy.

• Proven ability to proactively collaborate and build relationships, take initiative, and creatively solve problems.

• Ability and willingness to travel up to 25% or as needed to other CDW locations, meetings and client sites.

• Ability to understand, remember, and apply oral and/or written instructions or other information. Ability to organize thoughts and ideas into understandable terminology. Ability to multi-task, organize and prioritize.

• Ability to apply common sense in per