Financial Solutions Executive I

TD SYNNEX Multi-Country Area (Español); San Borja; On-site; PEN 144,000 - 234,000; Full time

Job summary

TD SYNNEX is seeking a Financial Solutions Executive I to drive adoption of financing programs by identifying opportunities, engaging customers, and collaborating with sales and financial partners. You will build a robust pipeline and coordinate onboarding to ensure successful financing implementations.

You will monitor adoption, deliver reports, and work with Sales, Finance, Product Management, and Operations to support business growth and revenue objectives.

Qualifications

• Fluent Spanish and strong English communication skills are required.
• Understanding of corporate finance, credit, lending, and financing solutions.
• Experience with financing products such as leasing, factoring, supply chain finance is a plus.

Responsibilities

• Identify and develop financing opportunities with customers and partners.
• Promote TD SYNNEX Financial Solutions programs and financing alternatives.
• Support sales teams in structuring financing-led opportunities.
• Manage and maintain a pipeline of financing opportunities.
• Coordinate customer onboarding, financing approvals, and documentation requirements.
• Build relationships with customers, financial institutions, and key stakeholders.
• Monitor program adoption, financing activity, and business performance.
• Prepare reports, track key metrics, and identify growth opportunities.
• Collaborate with Sales, Finance, Product Management, and Operations teams to support business objectives.

Skills

Fluent Spanish

English proficiency

Business development

Relationship management

Negotiation

Analytical mindset

Excel & reporting

Education

Bachelor's degree in finance

Bachelor's degree in Economics

Bachelor's degree in Business Administration

Tools

Excel

Job description

About The Role

The Financial Solutions Executive I is responsible for driving the adoption of TD SYNNEX Financial Solutions programs by identifying financing opportunities, supporting customer engagement, and collaborating with sales teams and financial partners. This role focuses on business development, program implementation, pipeline management, and customer success while contributing to revenue growth and increased utilization of financing solutions.

• Identify and develop financing opportunities with customers and partners.
• Promote TD SYNNEX Financial Solutions programs and financing alternatives.
• Support sales teams in structuring financing-led opportunities.
• Manage and maintain a pipeline of financing opportunities.
• Coordinate customer onboarding, financing approvals, and documentation requirements.
• Build relationships with customers, financial institutions, and key stakeholders.
• Monitor program adoption, financing activity, and business performance.
• Prepare reports, track key metrics, and identify growth opportunities.
• Collaborate with Sales, Finance, Product Management, and Operations teams to support business objectives.

Essential Duties & Responsibilities

• Identify and develop financing opportunities with customers and partners.
• Promote TD SYNNEX Financial Solutions programs and financing alternatives.
• Support sales teams in structuring financing-led opportunities.
• Manage and maintain a pipeline of financing opportunities.
• Coordinate customer onboarding, financing approvals, and documentation requirements.
• Build relationships with customers, financial institutions, and key stakeholders.
• Monitor program adoption, financing activity, and business performance.
• Prepare reports, track key metrics, and identify growth opportunities.
• Collaborate with Sales, Finance, Product Management, and Operations teams to support business objectives.

Required Knowledge, Skills & Abilities

• Fluent Spanish and intermediate to advanced English required. Portuguese is a plus.
• Understanding of corporate finance, credit, lending, and financing solutions.
• Knowledge of financial products such as leasing, factoring, supply chain finance, and technology financing is preferred.
• Strong business development, relationship management, negotiation, and communication skills.
• Analytical mindset with the ability to interpret financial information and identify business opportunities.
• Advanced Excel and reporting skills

Work Experience

• 3-5 years' experience in sales
• Field sales and/or financial solutions experience a plus

Education And Certification(s)

• Bachelor's degree in finance, Economics, Business Administration, or a related field.

At TD SYNNEX, our values guide everything we do: Together, We Own It, We Dare to Go, We Grow and Win, and above all, We Do the Right Thing. These principles shape how we work with each other, our partners, and our communities as we drive innovation and create lasting impact.

What's In It For You?

• Elective Benefits: Our programs are tailored to your country to best accommodate your lifestyle.
• Grow Your Career: Accelerate your path to success (and keep up with the future) with formal programs on leadership and professional development, and many more on-demand courses.
• Elevate Your Personal Well-Being: Boost your financial, physical, and mental well-being through seminars, events, and our global Life Empowerment Assistance Program.
• Diversity, Equity & Inclusion: It's not just a phrase to us; valuing every voice is how we succeed. Join us in celebrating our global diversity through inclusive education, meaningful peer-to-peer conversations, and equitable growth and development opportunities.
• Make the Most of our Global Organization: Network with other new co-workers within your first 30 days through our onboarding program.
• Connect with Your Community: Participate in internal, peer-led inclusive communities and activities, including business resource groups, local volunteering events, and more environmental and social initiatives.