Senior Financial Services Sales Executive — Tech Solutions

CDW LLC.; United States; Remote; USD 135,000 - 175,000; Full time

Job summary

CDW is seeking a Financial Services Sales Executive who identifies, structures, and sells CDW Financial Services options to clients across regions, partnering with the sales team to deliver compelling proposals.

The role combines strong financial acumen with technology and managed services knowledge to tailor solutions, evaluate client finances, and support the full sales cycle from identification to close.

Qualifications

• Five+ years in financial services or technology sales within the IT industry.
• Ability to evaluate financial statements and use financial calculators (NPV, amortization, leases).
• Strong presentation and negotiation skills; able to influence proposals.

Responsibilities

• Sell CDW Financial Services offerings including leasing and managed services.
• Evaluate clients' internal financial information to tailor solutions.
• Advise on complex deal structures throughout the sales cycle.
• Provide training and knowledge transfer to the sales team.
• Develop relationships with financing vendors and stay current with industry trends.
• Collaborate with services, product, and financial teams on complex opportunities.
• Develop business use cases to position multiple payment options.

Skills

Financial services

Technology sales

Presentation skills

Negotiation

Education

Bachelor’s degree

Job description

CDW is seeking a Financial Services Sales Executive who identifies, structures, and sells CDW Financial Services options to clients across regions, partnering with the sales team to deliver compelling proposals.

The role combines strong financial acumen with technology and managed services knowledge to tailor solutions, evaluate client finances, and support the full sales cycle from identification to close.