Sr. Associate, Financial Solutions Rep

About the role

Ingram Micro Financial Solutions plays a critical role in accelerating technology sales by helping partners overcome budget limitations and reduce time-to-revenue through flexible and innovative financing programs. As the industry continues to shift toward subscription-based and consumption-driven models, financing is no longer optional—it is a required component of competitive, scalable deal execution. Established over a decade ago, IMFS delivers added-value financial solutions for partners, vendors, and end-customers. Through creative financial solutions, IMFS supports Ingram Micro in becoming a true differentiator in the channel, boosting additional distribution sales, increasing customer retention and competitiveness.

As an Inside Sales Representative, you will sell and renew the company’s products and services through phone and electronic communication within an assigned territory or account base. This role involves qualifying sales leads, following up with prospects, managing the end-to-end lease and financing process, and ensuring accurate and timely quote preparation. You will maintain a strong working knowledge of the company’s products, systems, and services while supporting field sales initiatives, generating new business opportunities, and consistently achieving assigned sales quotas.

Responsibilities

• Drive revenue through inbound and outbound sales activities, including lead qualification, prospect follow-up, relationship management, and opportunity identification.
• Collaborate with and support field sales representatives while independently managing smaller accounts and territories.
• Develop and maintain strong relationships with current and prospective customers to ensure long-term engagement and growth.
• Partner with Business Development and Solutions Development teams to identify new opportunities and expand existing customer relationships.
• Manage finance and leasing transactions from initiation through completion, ensuring accuracy and timeliness.
• Prepare and deliver accurate quotes, discuss pricing and terms with customers, and handle inbound prospect inquiries.
• Proactively follow up with existing clients to identify cross-sell and up-sell opportunities.
• Grow relationships within targeted accounts through consistent communication and strategic sales engagement.
• Clearly and effectively communicate the company’s brand value and key messaging.
• Deliver compelling sales presentations to educate and engage prospective customers.
• Assist in executing marketing campaigns to ensure consistent brand messaging and market presence.
• Maintain accurate documentation related to lease agreements, asset updates, and customer records.
• Track sales pipeline activity and provide ongoing visibility into deal progress and financial performance.
• Monitor fees, incremental revenue, and overall business performance to ensure alignment with company goals.
• Assist in the preparation and delivery of sales and performance reports for management review.

Requirements

• 5+ years of functional experience with 3+ years of position-specific experience in the finance and/or leasing industry.
• Bachelor’s degree in finance, business, or a related field or equivalent combination of education and experience.
• Experience using CRM systems to manage customer interactions, track sales activity, and monitor pipeline progress.
• Demonstrated ability to sell value-added financing solutions by assessing customer needs and recommending tailored options.
• Strong negotiation skills with the ability to collaborate effectively with internal teams, customers, and business partners.
• Proficiency in Microsoft Office applications (Word, Excel, PowerPoint) and web-based platforms.
• Data-driven approach to decision-making that supports revenue growth and business objectives.
• Highly organized, proactive, and capable of managing multiple priorities in a fast-paced environment.
• Advanced mathematical and analytical skills to evaluate and structure financial transactions.
• Excellent written and verbal communication skills for clear, professional interaction with customers, colleagues, and stakeholders.
• Ability to mentor, share best practices, and contribute to the development of junior team members.

Pay

The typical base pay range for this role across the U.S. is USD $49,500.00 - $79,200.00 per year. The range reflects the potential annual base pay for all roles; the applicable base pay will depend on the candidate’s primary work location, pay grade, and variable compensation plan. Individual base pay within each range depends on factors such as complexity and responsibility of the role, job duties, and relevant experience and skills. Base pay ranges are reviewed and typically updated each year. Offers are made within the base pay range applicable at the time of hire, with new hires generally starting in the bottom half (between the minimum and midpoint) of the range.

Certain roles are eligible for additional rewards, including merit increases, annual bonus or sales incentives, and long-term incentives, allocated based on position level and individual performance.

Benefits

• Healthcare benefits
• Paid time off
• Parental leave
• 401(k) plan and company match
• Short-term and long-term disability coverage
• Basic life insurance
• Wellbeing benefits