CDW Corporation

Financial Services Senior Sales Executive

CDW Corporation • $135K — $175K *
New York, NY 10025In-Person
Finance & Insurance
5 - 7 years of experience
Today
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Job Overview by Ladders

Qualifications

  • Bachelor's degree with 5+ years in Financial Services and technology sales, or 9 years of equivalent experience
  • Proficient in evaluating financial statements and understanding accounting principles
  • Experienced in using financial calculators for NPV, amortization, and lease structures
  • Exceptional presentation and sales skills for proposing financial solutions
  • Ability to foster relationships across organizational levels and influence sales proposals
  • Strong problem-solving, customer service, and negotiation abilities
  • Skilled in managing multiple projects and priorities in a fast-paced environment

Responsibilities

  • Sells CDW Financial Services offerings, collaborating with the sales team
  • Evaluates client financial data to recommend tailored CDW Financial Services solutions
  • Advises on complex deal structures and offers sales support throughout the sales cycle
  • Delivers training on Financial Services solutions to the sales team
  • Builds relationships with manufacturer financing organizations and relevant vendors
  • Stays updated with Financial Services industry trends through networking and training
  • Contributes to Best Practices and strategies for the Financial Services sales team
  • Collaborates on complex sales scenarios that integrate multiple service offerings

Benefits

  • Comprehensive health insurance options
  • Retirement savings plan with company matching contributions
  • Generous paid time off including holidays and vacation days
  • Continuing education support for professional development
  • Employee discounts on CDW products and services
Full Job Description
Job Summary:

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. The Financial Services Sales SR Executive provides presales support including positioning, creating financial alternatives and assisting in the development of the proposal to deliver to the client. 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 the financial acumen, this role also needs to have technology and manage services acumen to understand the client's overall technology needs with the ability to include managed services where applicable. This role serves as the subject matter expert in the designated financial solution focus area and provides Financial Services sales support from opportunity identification through the completion of the sales cycle.

What you will do:.
  • 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 solution. The use cases could include financing solutions and/or up front sale solution.

What we expect of you:
  • 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 in Financial Services sales and technology sales within the Information Technology industry Knowledge of financial statement evaluation, 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, and to influence a sales team to include financial services solutions in proposals to clients
  • 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

Pay range: $ 135,000 - $ 175,000 depending on experience and skill set
Benefits overview: https://cdw.benefit-info.com/

About CDW Corporation

CDW is a provider of IT solutions for business, government, education, and healthcare. It features dedicated account managers who help customers choose the right technology products and services to meet their needs. The company’s solution architects offer expertise in designing customized solutions, while its advanced technology engineers assist customers with the implementation and long-term management of those solutions. Headquartered in Vernon Hills, Illinois, With a balanced portfolio of 250,000 small-, medium- and large-sized customers, CDW generated net sales of $10.1 billion in 2012, and employs more than 6,800 coworkers in 25 locations across the U.S. and Canada. Founded in 1984 by entrepreneur Michael Krasny, CDW pioneered the business model that melds personalized business-to-business technology distribution with advanced technology services. Today, CDW is ranked No. 31 on Forbes’ list of America’s Largest Private Companies and No. 267 on the FORTUNE 500 list of America’s top companies.

CDW Corporation Careers

Join the vibrant team at CDW Corporation, a leading provider of technology solutions and services, where innovation, leadership, and growth are at the heart of what we do. As a powerhouse in the tech industry, CDW Corporation offers unparalleled job opportunities to both seasoned professionals and those at the start of their careers.

Work You’ll Do

At CDW Corporation, you’ll be part of a culture that cherishes diversity, innovation, and leadership. Our team is composed of over 10,000 strong, dedicated professionals who lead the way in technology and consulting services. We are committed to helping some of the world’s most well-known companies navigate their digital transformation journeys.

Explore Professional Growth and Development

CDW Corporation is not just a company; it's a place where you can shape your future. With a variety of career paths available, your professional growth is supported by robust training programs, diversity training, and opportunities for leadership development. We believe in fostering a culture where innovation thrives and where our employees are encouraged to develop new skills and gain valuable experiences.

Internship Programs

Kickstart your career with CDW Corporation’s dynamic internship programs. These opportunities allow you to apply your skills in real-world scenarios, ensuring you gain the experience and insights needed to excel. Our internships are designed to transform students into professionals by involving them in projects that promote problem-solving, networking, and professional growth.

Join Our Team

Discover the wide range of job opportunities at CDW Corporation, from technology to business management. Each position offers a chance to work on transformative technology solutions while building a career that aligns with your passions and skills.

Benefits of Working at CDW Corporation

Choosing to work at CDW Corporation means opting for a career that comes with competitive benefits designed to support you and your family. These include health, dental, and vision insurance, employee wellness programs, and generous retirement plans. Our commitment to employee well-being is reflected in every aspect of our corporate structure.

Inclusive Hiring Process

Our hiring process is designed to be transparent and inclusive, ensuring that all candidates, regardless of background, feel valued from the initial interview through to potential employment. We look for passionate, curious, and innovative team players who are ready to drive change. Prepare your resume, sharpen your interview skills, and get ready to join a team that’s at the forefront of the technology sector.

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Explore Jobs at CDW Corporation

Search open positions that match your skills and interests on our careers page. Whether you’re looking to contribute your experience or start fresh, CDW Corporation offers a path for you. [SEARCH CDW JOBS] Join CDW Corporation and be part of a team that values professionalism, opportunity, and innovation. Let’s shape the future together!
Learn more about CDW Corporation
Size
13,900 employees
Market Cap
$24.1 billion
Industry
Information Technology
Net Income
$788.4 million
Founded
1984
5 Year Trend
+8.8%
Revenue
$18.4 billion
NASDAQ
CDW
* Ladders Estimates

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