Financial Services Senior Sales Executive

About the role

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 provides presales support including positioning, creating financial alternatives, and assisting in the development of proposals to deliver to clients. The position demonstrates strong financial acumen by evaluating key aspects of clients’ businesses through review of their Annual Reports, 10Ks, investor calls, and related information. Additionally, this role requires technology and managed services acumen to understand clients’ overall technology needs and include managed services where applicable. The Financial Services Sales Executive serves as the subject matter expert in designated financial solution focus areas and supports the sales cycle from opportunity identification through completion.

Responsibilities

• 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 the CDW sales team on highly complex situations involving multiple areas of offerings—Services, Product, and Financial.
• Develops business use cases to enable the sales team to position several options to clients based on their needs and payment preferences, including financing solutions and/or upfront sale solutions.

Requirements

• 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 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 and influence a sales team to include financial services solutions in proposals.
• Demonstrated problem-solving, customer service, negotiation, and follow-up skills.
• Ability to manage multiple ongoing, diverse projects and priorities effectively in a fast-paced environment.

About Us

CDW is a Fortune 500 technology solutions provider that helps businesses, government, education, and healthcare organizations achieve what’s possible through technology. CDW acts as one—building trust, speaking candidly, and working together to achieve more. The company focuses on delivering for customers, staying curious, moving fast, and continuously learning. As a full-stack, full-lifecycle technology partner, CDW brings deep expertise, strong relationships, and broad industry knowledge to help turn ideas into outcomes. Coworkers at CDW work in a collaborative environment where contributions help shape what’s next, and the company is committed to fostering an equitable, transparent, and respectful hiring process.

Pay

$135,000 - $175,000 depending on experience and skill set.

Benefits

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