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Opportunity Engagement Team Specialist

Role overview

Qualifications

  • Mastery of Salesforce, MS Word, MS Outlook, MS Excel, and MS Teams
  • Ability to define problems, collect data, establish facts, draw valid conclusions, and interpret instructions
  • Proficient written and verbal English communication
  • Broad knowledge of systems integration practice areas

Responsibilities

  • Partner with sales and operations to match client requirements with the correct internal departments
  • Route and assign personnel to active pre-sales pipeline opportunities based on pre-defined criteria
  • Read, review, and interpret RFPs, manufacturer specifications, technical journals, and installation scopes
  • Leverage approved AI applications to analyze large documents

Key facts

Hard skills

Other skills

  • Problem Solving
  • Communication
  • Microsoft Word
  • Microsoft Outlook
  • Microsoft Excel
  • Virtual Teams
  • Teamwork

About the company

Wachter, Inc. logo

Wachter, Inc.

IT Services & IT Consulting

Wachter is on the cutting-edge of technology and infrastructure installation and has been since 1930. Wachter is a Cisco Gold Certified Partner. We’re committed to the exceptional service and forward thinking that lets us provide leading technologies to meet diverse client needs. Our workmanship is measured by the customers we serve, from Local Businesses to Fortune 100 companies. NATIONWIDE DEPLOYMENT: With more than 1,400 W2 technicians and electricians licensed to work in all 50 states, Wachter is a single source for Nationwide Technology Implementation and Service. SERVICE: Through TRUST.Wachter.com, Wachter’s service center provides 24/7/365 support that is customized for each client’s specific needs. Our service motto is all-encompassing: “Any ticket, anytime, anywhere. We can cover it." and we mean it, just ask our customers! This approach has allowed us to establish a great reputation for developing enduring relationships by designing, integrating and servicing complex nationwide technologies to all of our customers.

Company details

Company typeLarge
IndustryIT Services & IT Consulting
Company size1001 - 5000

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Job description

Wachter's greatest asset is the people who work here. Join the Wachter family and chart your career path!     Wachter is accepting applications for an Opportunity Engagement Team Specialist to work remotely.    Join our dynamic team as an Opportunity Engagement Specialist, where you will serve as the strategic engine of our sales pipeline. In this role, you will manage the intake, qualification, and routing of Salesforce opportunities to determine which internal departments are best suited to respond based on pre-defined executive standards.   You will analyze complex technical scopes—ranging from local electrical installs to nationwide rollouts and multi-site projects with technologies of physical security, networking and Audio Visual—and leverage approved AI tools to fast-track document review. If you excel at spotting key details, extracting vendor responsibilities, and routing projects to the right teams, this is your opportunity to drive our organizational growth.
Key Responsibilities: Opportunity Evaluation & Routing
  • Opportunity Evaluation & Routing: Partner with sales and operations to match client requirements with the correct internal departments within leadership standards.
  • Pipeline Assignment: Route and assign personnel to active pre-sales pipeline opportunities based on pre-defined criteria.
  • Scope Analysis: Read, review, and interpret RFPs, manufacturer specifications, technical journals, and installation scopes to extract due dates and vital details.
  • Project Classification: Identify and categorize project types, including local contracts, nationwide rollouts (standardized work with schedule control), and multi-site deployments (similar or dis-similar work).
  • AI-Driven Data Analysis: Leverage approved AI applications to analyze large documents, assessing whether sufficient data exists to determine if an opportunity fits the organization.
  • Execution & Continuous Learning: Maintain deep, evolving knowledge of company practice areas, organization, and technologies.
  • Data Management: Apply a structured, methodical approach to daily data entry, triage tasks, and problem-solving.
  • Work Quality: Meet deadlines and maintain high-quality work under pressure with minimal oversight.

  • Qualifications and Core Skills To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required, compliant with EEOC and ADA requirements.
    • Technical Proficiency: Mastery of Salesforce, MS Word, MS Outlook, MS Excel, and MS Teams.
    • Reasoning & Problem-Solving: Ability to define problems, collect data, establish facts, draw valid conclusions, and interpret instructions in mathematical or diagram form.
    • Communication Skills: Proficient written and verbal English communication. Ability to present technical information effectively to prospects, customers, peers, and managers.
    • Industry Knowledge: Broad, introductory knowledge of systems integration practice areas, including:
      • Wired and wireless data/voice networking
      • Physical security (cameras, alarm panels, door access control)
      • Audio Visual (AV) systems
      • Local and commercial electrical services

    What You Bring and Expectations Education & Experience
    • Required: High School Diploma or equivalent.
    • Preferred: 2-year or 4-year college degree in Computer Science, Electrical Engineering, or Management Information Systems (MIS).
    • Preferred: 1–3 years of experience working with a systems integrator.
    • Preferred: Experience in technical and proposal writing with an understanding of professional, client-facing documents.
    •  Certificates, Licenses, Registrations
      • Required: Valid Driver’s License.
      • Preferred: Current US Passport.
      • Work Environment & Travel
        • Location: Performance-based flexibility to work from home or from the office.
        • Travel: Very limited; required only for occasional conferences or team meetings as required.
    About:   Wachter is a family-owned company since 1930 and we see each employee as a critical piece of the Wachter Family. With over 900 licenses across the country, Wachter serves commercial and industrial clients with the right technologies needed to keep them successful.   We design, install, and maintain the technologies that keep businesses operating efficiently. Our team of dedicated electricians, engineers, and technicians provides electrical, data, security, communications, and automation services to clients in numerous industries.     Follow us on Facebook, Instagram, Twitter, and LinkedIn.   We're an equal opportunity employer. All applicants will be considered for employment without attention to age, race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
    Salary: 50000 - 60000 USD per year

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    MR

    Marcus Rivera

    Chief Revenue Officer

    m.rivera@company.com
    linkedin.com/in/marcusrivera
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