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:
CDW is committed to being an AI-fluent organization
We’re looking for people who bring curiosity, a learner’s mindset, and a willingness to engage with ever-evolving technology and tools. We value adopting AI as a partner, openness to experimentation, and a shared interest in learning together on AI. Our goal is to create a culture where AI enhances—not replaces—human creativity and decision-making. You don’t need to be an expert today; what matters is your readiness to explore, adapt, and grow with us as we integrate AI responsibly and effectively into our work.
Additionally, CDW is committed to fostering an equitable, transparent, and respectful hiring process for all applicants. During our application process, our goal is to understand your experience, strengths, skills, and qualifications. As an AI forward company, we see AI not just as a tool, but as a catalyst for new ways of thinking, creating, and communicating. We encourage candidates to embrace an AI mindset, one that’s curious, adaptive, and ready to explore what’s possible. We welcome thoughtful use of AI to expand your perspective and elevate how you share your story, while ensuring your application remains rooted in your own background, judgment, and voice.
