Financial Services Senior Sales Executive

About the Role

As a Financial Services Sales Executive, you will identify, structure, and sell CDW Financial Services options to clients across all regions, working closely with the CDW sales team. This role provides presales support, including positioning financial alternatives, creating proposals, and demonstrating strong financial acumen by evaluating clients’ business aspects through their Annual Reports, 10Ks, investor calls, and related information. You will also leverage technology and managed services expertise to address clients’ overall technology needs and serve as the subject matter expert in designated financial solution areas, supporting the sales cycle from opportunity identification to completion.

Responsibilities

• Sell CDW Financial Services offerings, such as leasing, loans, managed services, and re-marketing services, in collaboration with the CDW sales team.
• Evaluate clients’ internal financial information to develop and recommend tailored CDW Financial Services solutions.
• Advise the CDW sales team on complex deal structures and provide Financial Services sales support and expertise throughout the sales cycle, from opportunity identification to close.
• Provide training and knowledge transfer on Financial Services solutions and vendor offerings to the CDW sales team.
• Develop and maintain strong relationships with manufacturer financing organizations and other relevant vendors.
• Stay current with developments in the Financial Services industry through professional associations, networking, and formalized training.
• Contribute to developing Best Practices, strategies, policies, and documentation for the Financial Services sales team.
• Collaborate with the CDW sales team on highly complex situations involving multiple areas of CDW’s offerings, including Services, Product, and Financial.
• Develop business use cases to enable the sales team to position financing or upfront sale solutions based on client needs and payment preferences.

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.
• Knowledge of financial statement evaluation and general accounting principles.
• Ability to understand complex variables and develop appropriate financial solutions.
• Proficiency in running financial calculators for NPV, amortization, and lease structuring.
• Strong presentation, sales, and problem-solving skills, with the ability to propose creative financial solutions.
• Ability to build and maintain strong working relationships at all levels of an organization and influence the sales team to include financial services in client proposals.
• Demonstrated customer service, negotiation, and follow-up skills.
• Ability to manage multiple ongoing projects and priorities effectively in a fast-paced environment.

Pay

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

About Us

CDW is a Fortune 500 technology solutions provider that helps businesses, government, education, and healthcare organizations achieve their goals through technology. We act as one team—building trust, speaking candidly, and collaborating to deliver impactful solutions. As a full-stack, full-lifecycle technology partner, CDW brings deep expertise, strong relationships, and broad industry knowledge to turn ideas into outcomes. When you join CDW, you become part of a collaborative environment where your work matters, your growth is supported, and your contributions help shape the future of technology.

CDW is committed to being an AI-fluent organization. We value curiosity, a learner’s mindset, and a willingness to engage with evolving technology and tools. Our goal is to create a culture where AI enhances human creativity and decision-making, fostering innovation and continuous learning.