Financial Solutions Executive I

TD SYNNEX; Clearwater (FL); Hybrid; USD 70,000 - 95,000; Full time

Benefits offered by this job

Elective Benefits

Career growth programs

Well-being & health programs

Diversity, Equity & Inclusion

Job summary

TD SYNNEX is seeking an experienced field sales professional to drive working capital solutions, including Amplify, Net Terms, RSA, and Floorplan Financing, for partner accounts in a hybrid Clearwater, FL setting.

The role focuses on identifying opportunities, collaborating with field sales teams, and advancing the pipeline to meet monthly and annual sales targets. Strong Excel skills and a solid finance background are essential.

Qualifications

• 3-5 years experience in sales or equivalent.
• Financial solutions offerings knowledge.
• Bachelor's degree or equivalent experience.

Responsibilities

• Identify, develop, and present opportunities for TD SYNNEX working capital solutions to management-level stakeholders.
• Develop new business opportunities while expanding program adoption within partner accounts.
• Field inbound calls and emails to ensure exceptional SLA with partners.
• Collaborate with field sales teams to align financial solutions with partner needs.
• Participate in IT enhancements delivering innovative channel financing offers.
• Implement working capital solutions aligned with TD SYNNEX's credit philosophy.
• Conduct monthly sales reviews and track progress against targets.
• Meet monthly and annual sales goals by reporting results and advancing pipeline.

Skills

Sales experience

Financial solutions knowledge

Negotiation

Stakeholder management

Education

Bachelor's degree or equivalent

Tools

Excel

Job description

About the role

The FSE will partner with field sales teams to identify and develop opportunities where TD SYNNEX working capital programs – especially Amplify – can help partners accelerate channel sales, improve cash flow, and capture incremental market share.

What You'll Do

• Identify, develop, and present opportunities for TD SYNNEX working capital solutions, including Net Terms, Amplify, RSA, and Floorplan Financing, to internal and external stakeholders at the management level.
• Develop new business opportunities while expanding program adoption within existing partner accounts.
• Field inbound calls and emails to ensure exceptional SLA with internal and external partners.
• Collaborate with TD SYNNEX field sales teams to ensure consistent customer experience and align financial solutions with partner needs.
• Participate with leadership on IT enhancements that deliver innovative channel financing offers within our platform.
• Implement working capital solutions that align with TD SYNNEX's overall credit philosophy.
• Conduct monthly sales reviews, document action items, and follow through on next steps to advance pipeline opportunities.
• Meet monthly and annual sales goals by tracking performance, reporting progress, and reviewing actual results against targets.

What We're Looking For

• 3-5 years experience in sales or equivalent.
• Financial and/or solution sales experience.
• Bachelor's degree or equivalent experience from which comparable knowledge and job skills can be obtained.
• Expert knowledge of financial solutions offerings and broad understanding of how they integrate with the organization's entire product / service line.
• Work is performed under very limited direction. Has considerable latitude in determining best approach to sales and service tasks.
• Maintains excellent rapport with existing clients and frequently interacts directly with new prospects to build customer base and increase sales.
• Provides input to sales management.
• Able to negotiate skillfully, promote/sell ideas persuasively, and close transactions with mutually beneficial results.
• Able to work within systems (MS Office and specifically Excel) and perform mathematical calculations related to business finance.

Location & Work Model

• Primary location: Clearwater, FL. Hybrid work schedule with onsite collaboration expected (company three-day in‑office expectation).

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.

We are an equal opportunity employer and committed to building a team that represents and empowers a variety of backgrounds, perspectives, and skills. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, gender, gender identity or expression, sexual orientation, protected veteran status, disability, genetics, age, or any other characteristic protected by law.

TD SYNNEX is an E‑Verify company.