Ursula Lenzi

• Served as the subject matter expert for assigned partner product lines and programs, including Bid Desk and Category Penetration initiatives.
• Analyzed industry and market data to identify growth opportunities and inform sales acceleration strategies.
• Built go-to-market strategies detailing target segments, product focus, promotions, pricing, positioning, and end-to-end launch plans.
• Enabled pre-sales teams and Product Specialists by delivering training on new product introductions, transitions, competitive differentiation, and customer expansion opportunities.
• Mapped partner organizational structures, built relationships with key decision-makers, and strengthened executive-level alignment with senior leadership.
• Monitored and communicated partner financial health and supported commercialization of new products for assigned partners.
• Maintained daily partner engagement to ensure transparent communication and alignment across CDW and partner stakeholders on issues, initiatives, projects, and events.
• Drove overall profitability by managing program funding, financial benefits, and reinvestment strategies.
• Partnered with CDW Procurement to forecast sales volumes and improve supply and demand planning.
• Represented assigned brands in internal and external meetings, reporting on brand/category performance, promotion results, and active initiatives.
• Delivered comprehensive internal and external reporting on brand performance, category performance, industry trends, and market share.
• Planned and hosted Quarterly Business Reviews (QBRs) to evaluate partner performance and align on joint initiatives.
• Supported Product Specialists by creating and reviewing content for manufacturer advertising and campaigns.
• Coordinated and facilitated completion of required partner and industry certifications.

• Subject matter expert on the designated partner’s products, programs and go to market strategies and communicate them to CDW sales
• Assist CDW sales and designated partner with field alignment and account mapping within assigned territory
• Attend customer facing events and/or conference calls to communicate the value add of CDW and the partner
• Facilitate training for assigned territory on partner’s products, services and programs
• Assist the partner and Product and Partner Management (PPM) contacts in creating messaging and promotions that directly align with the specific customer set that is being supported
• Develop and execute to quarterly sales plan
• Complete monthly scorecard identifying sales engagement, pipeline and market trends
• Cultivate relationships between partner sales team, CDW Sales, & Leadership teams
• Act as a liaison between CDW Sales and Product and Partner Management (PPM) to identify opportunities for product, program and partner alignment improvements
• Understand the market trends and specific needs of assigned segment and/or region as well as be able to identify and communicate wins/challenges of the business internally and externally
• Understand the competitive landscape in assigned segment and/or region and how market conditions can impact CDW and the partner being supported
• Have excellent knowledge of CDW service offerings and the process in which account managers attach them to client products
• Maintain effective communications with all stakeholders
• Provide monthly progress reports to Partner and internal stakeholders
• Represent the assigned brand in meetings and speak to brand performance, category performance, program/promotion results, and current initiatives
• Provide comprehensive reporting both internally and externally on brand performance, category performance, industry trends, and market share
• Success Metrics: Meet or exceed designated partner revenue expectations for assigned partner and region
• Positive feedback from assigned sales channels through bi-annual surveys
• Meeting or exceeding designated partner controllable margin expectations for assigned partner
• Assigned regions bid pricing usage
• Obtain and facilitate necessary partner and industry certifications
• Other special projects upon request

• Providing “voice of the customer” within US21 providing leadership oversight, coaching, and guidance to ensure that customer requirements are understood, customer commitments are met, quality standards are maintained, customer issues are resolved, and customer relationships are strengthened
• Building and managing a pipeline of opportunities with US Government agencies and entities doing business with the USG
• Initiate and develop relationships with equipment vendors/dealers
• Maintaining current and develop new relationships with manufacturer sales representatives
• Maintaining good working knowledge of products – a resource for customer
• Generating leads
• Online bidding for contracts
• Negotiating contracts with prospective clients
• Assist in determining pricing
• Giving sales presentations to prospective clients
• Coordinating sales efforts with marketing programs
• Understanding and promoting company programs
• Obtaining deposits and balance of payment from clients
• Preparing and submitting sales contracts for orders
• Visiting clients and potential clients to evaluate needs or promote products and services
• Maintaining client records
• Answering client questions about credit terms, products, prices, and availability
• Cultivated relationships with key stakeholders to foster collaboration and support long-term objectives.
• Developed strategic partnerships to enhance market presence and drive revenue growth.

• Company Overview: Itasca, IL
• Key interface and liaison between Outside Sales Professionals and Darley HQ infrastructure for all orders, quoting, tracking, pricing and bidding
• Supported marketing team with coordinating shows and accounting
• Developed and managed relationships with military and government customers at all levels, including generals
• Analyzed results and variances against annual budgets, identified trends, recommended next actions and provided commentary to explain variances
• Successfully managed relationships with key manufacturers and suppliers while providing the best products & value to meet customer requirements and expectations
• Dedicated lead to support executive account managers with sales activities including pricing, quotation and order submission
• Thorough and in-depth knowledge of company’s products and services that facilitated increased sales
• Conducted Inside Sales that contributed to increased revenue
• Provided excellent customer service by creating solutions that filled capability gaps by leveraging various supply chains and contract vehicles
• Facilitated and lead training sessions for vendors and customers
• Lead, hosted, and supported face to face showcase events
• Subject matter expert on contracting and funding methods
• Oversaw entire order cycle from quoting to delivery
• Managed ad-hoc requests from various sales and operations teams
• Itasca, IL
• Key Accomplishments: 2018 – Assisted in closing over $12 Million in kit sales, 2019 – Assisted in closing $50 million in sales

• Subject matter expert for GE's appliances delivery process
• Responsible for scheduling daily deliveries with Customers
• Assisted Customers and Vendors with all aspect of deliveries
• Oversaw merchandise tracking
• Validated product information such as SKU Numbers and Serial Numbers
• Processed defective merchandise

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• Managed daily customer invoicing and supported accounting with special projects.
• Processed returns/exchanges and resolved partner/customer order issues end to end.
• Created weekly sales, inventory, and performance reports; delivered analysis to leadership with 100% accuracy.
• Validated product data and stock availability; coordinated with vendors on shortages and replenishment.
• Oversaw inventory control (physical counts, replenishment, stock rotation) and scheduled weekly pick-ups/deliveries.
• Coordinated route shipments and maintained UPS WorldShip; supported product promotions and e-commerce initiatives.