Senior Tech Financing & Financial Services Sales Exec

CDW; Nevada (IA); On-site; USD 135,000 - 175,000; Full time

Job summary

CDW seeks a Financial Services Sales Executive to identify, structure, and sell CDW Financial Services options to clients across regions. You will support presales, evaluate client financial information, and help develop proposals to deliver to customers.

The role requires strong financial acumen, technology and managed services knowledge, and the ability to collaborate with the sales team from opportunity to close. CDW emphasizes AI-forward thinking and ongoing professional growth.

Qualifications

• Bachelor's degree with at least five years of experience in Financial Services sales and technology sales within the IT industry.
• Ability to understand complex variables and develop appropriate financial solutions.
• Ability to run financial calculators in the areas of NPV, amortization, and lease structuring.
• Presentation and sales skills to propose creative financial solutions.
• Ability to influence a sales team to include financial services solutions in proposals.

Responsibilities

• Sells CDW Financial Services offerings, such as leasing, loans, managed services and re-marketing services, with the sales team.
• Evaluates clients' internal financial information to develop and recommend CDW Financial Services solutions.
• Advises on complex deal structures and supports the sales cycle from opportunity identification to close.
• Provides training and knowledge transfer on Financial Services solutions to the CDW sales team.
• Develops relationships with manufacturer financing organizations and vendors.
• Stays current with developments in the Financial Services industry through associations and training.
• Contributes to best practices, strategies, policies, and documentation for the team.
• Collaborates with Services, Product and Financial teams on complex opportunities.
• Develops business use cases to position options for clients based on how they want to pay.

Skills

Financial Services sales

Technology sales

Presentation skills

Negotiation

Relationship building

Education

Bachelor's degree in related field

Tools

Financial calculators

Job description

CDW seeks a Financial Services Sales Executive to identify, structure, and sell CDW Financial Services options to clients across regions. You will support presales, evaluate client financial information, and help develop proposals to deliver to customers.

The role requires strong financial acumen, technology and managed services knowledge, and the ability to collaborate with the sales team from opportunity to close. CDW emphasizes AI-forward thinking and ongoing professional growth.