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About the Role
The CS Operations Specialist is responsible for the data, reporting, and operational cadence that underpin the Customer Success function, ensuring the team’s time is spent with customers rather than chasing data and that the practice runs efficiently. The role combines data consolidation and reporting, operational cadence and governance, and renewal-operations support, while working collaboratively across internal teams to strengthen consumption visibility, renewal readiness, and commercial optimisation.
Responsibilities
- Consolidate data and produce reporting across the CS portfolio
- Maintain segmentation, reporting, and cadence models
- Maintain data hygiene and dashboards
- Maintain a consistent operational cadence across the CS function
- Ensure consistent handovers, supported by clear RACIs
- Monitor Cisco Enterprise Agreement (EA) consumption against entitlement, tracking usage trends and flagging True Forward exposure to the EA SME and CSMs
- Maintain EA consumption reporting and dashboards to support proactive renewal and True Forward readiness
- Track Cisco incentives (LCI/CPI) and support structured incentive capture
- Support teaming renewal deal registration and early renewal registration
- Provide renewal operations support to the CS and Renewals teams
- Support the EA SME and CS team with data and operational insight
- Enable earlier, data-led customer engagement
- Reduce manual overhead and improve insight-to-action conversion
- Enable scale and audit readiness across CS operations
Requirements
- Experience in segmentation and reporting, including data consolidation, dashboards, and data hygiene
- Strong operational cadence and RACI discipline, ensuring consistent handovers and cadence
- Ability to monitor EA consumption, tracking Cisco EA consumption against entitlement to support True Forward readiness and renewal preparation
- Working knowledge of Cisco incentives and deal registration, including LCI/CPI tracking and renewal registration support
- Experience in sales / CS operations, renewals, or reporting / analyst role
- Strong data-handling and reporting skills (e.g. Excel and BI tools)
- Awareness of CS operating models
Skills
- Analytical and data-driven
- Highly organised, with strong attention to detail
- Process- and improvement-oriented
- Collaborative
- Commercially aware
- Clear communicator of data and insight
- Reliable and consistent in operational delivery
- Committed to continuous improvement
- Excel
- BI tools
About the Company
- CDW is a Fortune 500 technology solutions provider that helps businesses, government, education, and healthcare organizations achieve what’s possible through technology.
- 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.
- 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.
Equal Opportunity
- CDW is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard 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.