CDW ROLES
Below is an overview of my experience at CDW, spanning both my role as a Financial Services Sales Intern and my current position as a Financial Services Account Manager. These roles have allowed me to develop expertise in client relationship management, sales strategy, customer engagement, and marketing within the technology industry.
Financial Services Account Manager
August 2024 - Present​ Chicago, IL
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Manage a $4.6M portfolio of client accounts, building tailored solutions that align with each organization's goals and translate business needs into actionable strategy
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Cultivate and strengthen customer relationships through daily engagement with multiple stakeholders, ensuring high satisfaction and retention
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Develop and execute targeted outreach plans to identify whitespace opportunities, align with partner programs, and expand account growth
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Utilize CRM platforms (Salesforce) to manage detailed client activity, forecasting, and pipeline reporting — translating data into insights that inform decision-making
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​Collaborate cross-functionally with internal teams and external partners to coordinate messaging, campaigns, and delivery timelines, ensuring consistent alignment across all touchpoints
Financial Services Sales Intern
May 2023 - August 2023 Chicago, IL
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Participated in sales meetings and presentations, gaining exposure to effective sales techniques and strategies, specifically within the Financial Services Sector
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Compiled and analyzed sales data using Salesforce, producing weekly reports that provided actionable insights for refining sales strategies and prioritizing leads
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Shadowed experienced sales representatives during client meetings, gaining first-hand exposure to effective negotiation and objection-handling techniques
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Actively engaged in networking opportunities by attending industry events, company workshops, and virtual seminars, cultivating valuable professional relationships
