Financial Services Sales Executive

This is a fully remote position, open to applicants in Illinois.

📋 Description

• Identify, structure, and promote CDW Financial Services options to clients in all regions.

• Offer presales assistance, which includes positioning, developing financial alternatives, and supporting client proposals.

• Analyze clients’ annual reports, 10-K filings, investor calls, and other related documents to evaluate their business and financial requirements.

• Utilize financial expertise and knowledge of technology/managed services to comprehend clients’ overall technology needs.

• Act as the subject matter expert in the specified financial solution area.

• Assist Financial Services sales from opportunity discovery through the completion of the sales cycle.

• Market leasing, loans, managed services, and re-marketing services in conjunction with the CDW sales team.

• Review clients’ internal financial data and suggest suitable CDW Financial Services solutions.

• Provide guidance to the CDW sales team on intricate deal structures and offer expertise during the sales closure.

• Educate and share knowledge about Financial Services solutions and vendor offerings with the CDW sales team.

• Build relationships with manufacturer financing organizations and pertinent vendors.

• Remain updated on developments in the Financial Services industry through associations, networking, and training.

• Contribute to best practices, strategies, policies, and documentation.

• Collaborate on complex scenarios involving Services, Product, and Financial offerings.

• Create business use cases that enable sales teams to position financing and upfront-sale options based on client needs and payment preferences.

⛳️ Requirements

• Bachelor’s degree with a minimum of five years of experience in Financial Services sales and technology sales within the Information Technology sector, or nine years of equivalent experience in these fields.

• Proficiency in evaluating financial statements and understanding general accounting principles.

• Capability to comprehend complex variables and devise suitable financial solutions.

• Competence in utilizing financial calculators for NPV, amortization, and lease structuring.

• Strong presentation and sales abilities.

• Capacity to propose innovative financial solutions.

• Ability to foster and maintain robust working relationships at all organizational levels.

• Skill in influencing a sales team to incorporate financial services solutions in client proposals.

• Proven problem-solving, customer service, negotiation, and follow-up skills.

• Ability to effectively manage diverse projects and multiple priorities in a fast-paced environment.

• An inquisitive mindset, a willingness to engage with evolving technology and tools, and readiness to explore, adapt, and grow with AI.

• Commitment to an equal opportunity hiring process.

🏝️ Benefits

• Benefits overview available at: https://cdw.benefit-info.com/

• AI-fluent organization with opportunities to learn and experiment with advancing technology and tools.

• Supportive, equitable, transparent, and respectful hiring process.

• Collaborative workplace where growth is encouraged and contributions are appreciated.