Senior Sales Executive – Financial Services

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

📋 Description

• Promote CDW Financial Services offerings such as leasing, loans, managed services, and re-marketing services.

• Analyze clients’ internal financial data to craft and recommend tailored CDW Financial Services solutions.

• Provide guidance to the CDW sales team on intricate deal structures throughout the sales process, from identifying opportunities to closing deals.

• Offer presales assistance, including positioning, generating financial alternatives, and aiding with client proposals.

• Deliver training and facilitate knowledge transfer regarding Financial Services solutions and vendor offerings.

• Establish and nurture relationships with manufacturer financing organizations and pertinent vendors.

• Stay informed about developments in the Financial Services industry through professional associations, networking, and formal training.

• Contribute to best practices, strategies, policies, and documentation for the Financial Services sales team.

• Collaborate with the CDW sales team on complex scenarios involving Services, Product, and Financial offerings.

• Create business use cases that present financing and upfront-sale options tailored to 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 the same domains.

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

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

• Proficient in using financial calculators for NPV, amortization, and lease structuring.

• Strong presentation and sales skills.

• Ability to propose innovative financial solutions.

• Skill in building and sustaining robust working relationships at all organizational levels.

• Ability to influence the sales team to incorporate financial services solutions in client proposals.

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

• Expertise in managing diverse projects and multiple priorities effectively in a fast-paced environment.

🏝️ Benefits

• Benefits information provided at https://cdw.benefit-info.com/.

• AI-fluent organization with opportunities to engage with evolving technology and tools.

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

• Collaborative environment.

• Professional growth and learning support.