Manage Salesforce opportunity intake, qualification, classification, and routing across internal departments. Review RFPs, technical specifications, and installation scopes to identify requirements, deadlines, responsibilities, and project fit. Use approved AI tools to analyze documents and support data-driven triage. Collaborate with sales and operations, maintain accurate pipeline data, and apply knowledge of networking, physical security, audiovisual, and electrical systems while meeting quality and deadline expectations.
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: 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.
Opportunity Evaluation & Routing
Qualifications and Core Skills
- 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
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.
What You Bring and Expectations
- 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.
- Required: Valid Driver’s License.
- Preferred: Current US Passport.
- 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.
Education & Experience
Certificates, Licenses, Registrations
Work Environment & Travel
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.
Wachter, Inc. Santa Clara, California, USA Office
1600 Wyatt Dr, Santa Clara, CA, United States
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