Tech-Savvy Financial Services Sales Executive

CDW; United States; On-site; USD 135,000 - 175,000; Full time

Job summary

CDW is seeking a Financial Services Sales Executive to identify, structure, and sell financial services options to clients across regions, partnering with the CDW sales team. The role requires strong financial acumen, technology and managed services understanding, and the ability to develop compelling proposals for complex deals.

The candidate will evaluate clients' financials, craft solutions, and guide the sales cycle from opportunity to close.

Qualifications

• Bachelor's degree with at least five years of experience in Financial Services sales and technology sales within the Information Technology industry or nine years of equivalent experience.
• Ability to understand complex variables and develop appropriate financial solutions.
• Ability to run financial calculators in the areas of NPV, amortization, and lease structuring.

Responsibilities

• Sells CDW Financial Services offerings, such as leasing, loans, managed services and re-marketing services.
• Evaluates clients' internal financial information to develop and recommend CDW Financial Services solutions.
• Advises the CDW sales team on complex deal structures and provides Financial Services sales support throughout the sales cycle.
• Provides training and knowledge transfer on Financial Services solutions and vendor offerings to the CDW sales team.
• Develops strong relationships with manufacturer financing organizations and other relevant vendors.
• Remains current with developments in the Financial Services industry through professional associations, networking and formalized training.
• Contributes to developing Best Practices, strategies, policies, and documentation for the Financial Services sales team.
• Collaborates with CDW sales team on highly complex situations involving multiple areas of our offerings- Services, Product and Financial.
• Develops business use cases to enable the sales team to position several options to their client based on client's needs and how they want to pay for solution.

Skills

Financial services sales

Technology sales

Financial analysis

Presentation skills

Education

Bachelor's degree in a related field

Tools

Financial calculators

Job description

CDW is seeking a Financial Services Sales Executive to identify, structure, and sell financial services options to clients across regions, partnering with the CDW sales team. The role requires strong financial acumen, technology and managed services understanding, and the ability to develop compelling proposals for complex deals.

The candidate will evaluate clients' financials, craft solutions, and guide the sales cycle from opportunity to close.