Senior Financial Services Solutions Sales Executive

CO1000 CDW, LLC; New York (NY); Hybrid; USD 135,000 - 175,000; Full time

Benefits offered by this job

Benefits overview

Job summary

CDW seeks a Financial Services Sales Executive to identify and structure CDW Financial Services options for clients across regions, partnering with the sales team. The role blends strong financial acumen with technology and managed services insight to tailor solutions and win complex deals.

You will advise on deal structures, create financial alternatives, and help develop client proposals. This is a senior, relationship-focused sales role requiring deep industry knowledge.

Qualifications

• Bachelor’s degree required or nine years of equivalent experience in Financial Services/tech sales.
• Knowledge of financial statement evaluation and general accounting principles.
• Ability to understand complex variables and develop financial solutions.
• Proficiency with financial calculators (NPV, amortization, lease structuring).
• Strong presentation and sales skills; ability to influence proposals with financial solutions.

Responsibilities

• Sells CDW Financial Services offerings (leasing, loans, managed services, re-marketing).
• Evaluates clients’ internal financial information to develop solutions.
• Advises on complex deal structures and supports the sales cycle from ID to close.
• Provides training on Financial Services solutions to the sales team.
• Develops relationships with manufacturer financing orgs and vendors.
• Keeps current with Financial Services industry developments and best practices.
• Contributes to developing policies and documentation for the Financial Services team.
• Collaborates with Services, Product, and Financial to address complex client needs.
• Develops business use cases to position multiple payment options to clients.

Skills

Financial services sales

Technology sales

Deal structuring

Financial statement evaluation

Financial modeling

Education

Bachelor’s degree

Job description

CDW seeks a Financial Services Sales Executive to identify and structure CDW Financial Services options for clients across regions, partnering with the sales team. The role blends strong financial acumen with technology and managed services insight to tailor solutions and win complex deals.

You will advise on deal structures, create financial alternatives, and help develop client proposals. This is a senior, relationship-focused sales role requiring deep industry knowledge.