Investment Specialist Jobs

Description

Job Summary:

The Sales Incentives Specialist fosters relationships with internal stakeholders and partners to develop, deliver and manage incentive investment programs to drive mutual business objectives and desired outcomes. The role is responsible for articulating the unique value proposition of CDW’s Sales Incentives program to align with partner and CDW sales segment strategies. The Sales Incentives Specialist is also responsible for coordinating program effectiveness reporting and making strategic recommendations. This role works directly with CDW’s PPM, Sales, and Finance organizations as well as with partners.

What you’ll do:

• Meet or exceed financial results specific to the role’s function and area of responsibility.
• Be the subject matter expert relative to sales incentive strategy to maximize Partner sales incentives investment.
• Be the subject matter expert on CDW’s Achieve More Portal (AMP) incentive platform for both internal and external stakeholders.
• Engage regularly with assigned partners to ensure CDW and partner stakeholders are up to date on all issues and initiatives related to a partner's incentive investment at CDW.
• Proficiently position CDW investment opportunities to both internal and external customers.
• Uncover, qualify, position, negotiate, and close investment opportunities to achieve CDW’s financial goals.
• Communicate program results tied to CDW’s incentive performance to both internal and external customers.
• Deliver a bi-quarterly forecast of gross spiff investment for assigned book of business.
• Track, analyze, and provide regular updates on assigned book of business to leadership.
• Deliver excellent experiences for both internal and external incentive program stakeholders.
• Develop a knowledge of CDW’s category and partner go to market strategies and funding sources.
• Conduct trainings on Sales Incentive program guidelines, processes, and tools to both internal and external stakeholders.
• Analyze data to make business decisions.
• Identify challenges or risk in the business and escalate to leadership for review.

What we expect of you:

• Bachelor’s degree and 2 years sales/marketing experience OR 6 years’ experience in sales, marketing

Preferred skills, experience and qualities needed:

• Proficient communication, project management, and organizational skills.
• Ability to effectively interact and present to all levels of stakeholders.
• Ability to conduct and favorably close negotiations.
• Self-motivated with a history of working independently.
• Ability to build and maintain working relationships.
• Proven record of multitasking and identifying priorities.
• Demonstrated financial and analytical skills.
• Exceptional attention to detail.
• Proficient in Microsoft Office applications, particularly Excel.
• Previous experience in the technology industry.
• Sales incentives experience.

Pay range: $ 71,000 - $ 100,000 depending on experience and skill set
Benefits overview: https://cdw.benefit-info.com/
Salary ranges may be subject to geographic differentials

CDW is committed to being an AI-fluent organization

We’re looking for people who bring curiosity, a learner’s mindset, and a willingness to engage with ever-evolving technology and tools. We value adopting AI as a partner, openness to experimentation, and a shared interest in learning together on AI. Our goal is to create a culture where AI enhances—not replaces—human creativity and decision-making. You don’t need to be an expert today; what matters is your readiness to explore, adapt, and grow with us as we integrate AI responsibly and effectively into our work.

Additionally, CDW is committed to fostering an equitable, transparent, and respectful hiring process for all applicants. During our application process, our goal is to understand your experience, strengths, skills, and qualifications. As an AI forward company, we see AI not just as a tool, but as a catalyst for new ways of thinking, creating, and communicating. We encourage candidates to embrace an AI mindset, one that’s curious, adaptive, and ready to explore what’s possible. We welcome thoughtful use of AI to expand your perspective and elevate how you share your story, while ensuring your application remains rooted in your own background, judgment, and voice.

About Us

CDW is a Fortune 500 technology solutions provider that helps businesses, government, education, and healthcare organizations achieve what’s possible through technology. What makes CDW different isn’t just what we do—it’s how we do it. At CDW we act as one—building trust, speaking candidly, and working together to achieve more. We play to win—focusing on what matters most and delivering for our customers. And we think forward—staying curious, moving fast, and continuously learning. We believe meaningful work happens when people feel supported, heard, and empowered to contribute. That’s why we think of ourselves as coworkers, not just employees—working together to solve complex challenges and deliver real impact for our customers and communities.

As a full‑stack, full‑lifecycle technology partner, CDW brings deep expertise, strong relationships, and broad industry knowledge to help turn ideas into outcomes. When you join CDW, you become part of a collaborative environment where your work matters, your growth is supported, and your contributions help shape what’s next.

Together, we deliver the full promise of what technology can do. Together, we Make Amazing Happen.

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.