[Hiring] Senior Sales Executive, Financial Services @CDW

Role Description

The Financial Services Sales Executive identifies, structures, and sells CDW Financial Services options to clients across all regions, working closely with the CDW sales team. This role demonstrates strong financial acumen in evaluating the key aspects of our clients’ business through review of their Annual Reports, 10K’s, investor calls, and related information. In addition to financial acumen, this role also needs to have technology and managed services acumen to understand the client’s overall technology needs.

• Sells CDW Financial Services offerings, such as leasing, loans, managed services, and re-marketing services, working closely with the CDW sales team.
• 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 and expertise throughout the sales cycle, from opportunity identification to close.
• 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 solutions.

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.
• Knowledge of financial statement evaluation and general accounting principles.
• 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 skills, sales skills, and ability to propose creative financial solutions.
• Ability to build and maintain strong working relationships within all levels of an organization.
• Demonstrated problem solving, customer service, negotiation, and follow-up skills.
• Ability to manage a number of ongoing, diverse projects and multiple priorities effectively in a fast-paced environment.

Requirements

• Pay range: $135,000 - $175,000 depending on experience and skill set.

Benefits

• CDW is committed to being an AI-fluent organization.
• We value adopting AI as a partner, openness to experimentation, and a shared interest in learning together on AI.
• CDW is committed to fostering an equitable, transparent, and respectful hiring process for all applicants.
• We encourage candidates to embrace an AI mindset, one that’s curious, adaptive, and ready to explore what’s possible.