The Financial Services Sales Executive sells financial services solutions, advises on complex deals, and supports the sales team throughout the sales cycle, leveraging financial expertise and technology acumen.
Description
At CDW, we make it happen, together. Trust, connection, and commitment are at the heart of how we work together to deliver for our customers. It's why we're coworkers, not just employees. Coworkers who genuinely believe in supporting our customers and one another. We collectively forge our path forward with a level of commitment that speaks to who we are and where we're headed. We're proud to share our story and Make Amazing Happen at CDW.
* 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 and 5+ years' experience in Financial Services sales and Technology sales in 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 several ongoing, diverse projects and multiple priorities effectively in a fast-paced environment Pay range: $ 100,000 - $ 140,000 depending on experience and skill set Benefits overview: [https://cdw.benefit-info.com/](https://cdw.benefit-info.com/)
* We make technology work so people can do great things.
* CDW is a leading multi-brand provider of information technology solutions to business, government, education and healthcare customers in the United States, the United Kingdom and Canada. A Fortune 500 company and member of the S&P 500 Index, CDW helps its customers to navigate an increasingly complex IT market and maximize return on their technology investments. Together, we unite. Together, we win. Together, we thrive. CDW is an equal opportunity employer. All qualified applicants will receive consideration for employment without regards to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status or any other basis prohibited by state and local law.
At CDW, we make it happen, together. Trust, connection, and commitment are at the heart of how we work together to deliver for our customers. It's why we're coworkers, not just employees. Coworkers who genuinely believe in supporting our customers and one another. We collectively forge our path forward with a level of commitment that speaks to who we are and where we're headed. We're proud to share our story and Make Amazing Happen at CDW.
* 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 and 5+ years' experience in Financial Services sales and Technology sales in 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 several ongoing, diverse projects and multiple priorities effectively in a fast-paced environment Pay range: $ 100,000 - $ 140,000 depending on experience and skill set Benefits overview: [https://cdw.benefit-info.com/](https://cdw.benefit-info.com/)
* We make technology work so people can do great things.
* CDW is a leading multi-brand provider of information technology solutions to business, government, education and healthcare customers in the United States, the United Kingdom and Canada. A Fortune 500 company and member of the S&P 500 Index, CDW helps its customers to navigate an increasingly complex IT market and maximize return on their technology investments. Together, we unite. Together, we win. Together, we thrive. CDW is an equal opportunity employer. All qualified applicants will receive consideration for employment without regards to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status or any other basis prohibited by state and local law.
Top Skills
Financial Services
Financial Statement Evaluation
General Accounting Principles
Managed Services
Similar Jobs at CDW
Artificial Intelligence • eCommerce • Information Technology • Internet of Things • Automation
As an Account Representative at CDW, you will prospect new customers, build relationships, and sell technology solutions while receiving training and support.
Top Skills:
It Technology SolutionsSales Tools
Artificial Intelligence • eCommerce • Information Technology • Internet of Things • Automation
The Client Executive at CDW drives product gross profit and service revenue, manages client relationships, and develops sales strategies in Advanced Technology Solutions.
Top Skills:
CiscoData Center SolutionsEmcHpIbmMicrosoftNetworkingVirtualization
Artificial Intelligence • eCommerce • Information Technology • Internet of Things • Automation
The Business Development Lead manages sales for Google Cloud and related services, focusing on opportunity generation, pipeline management, and strategic account growth.
Top Skills:
Ai/MlAWSAzureDataopsDevOpsGCPSoftware Defined InfrastructureSoftware Engineering
What you need to know about the Boston Tech Scene
Boston is a powerhouse for technology innovation thanks to world-class research universities like MIT and Harvard and a robust pipeline of venture capital investment. Host to the first telephone call and one of the first general-purpose computers ever put into use, Boston is now a hub for biotechnology, robotics and artificial intelligence — though it’s also home to several B2B software giants. So it’s no surprise that the city consistently ranks among the greatest startup ecosystems in the world.
Key Facts About Boston Tech
- Number of Tech Workers: 269,000; 9.4% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Thermo Fisher Scientific, Toast, Klaviyo, HubSpot, DraftKings
- Key Industries: Artificial intelligence, biotechnology, robotics, software, aerospace
- Funding Landscape: $15.7 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Summit Partners, Volition Capital, Bain Capital Ventures, MassVentures, Highland Capital Partners
- Research Centers and Universities: MIT, Harvard University, Boston College, Tufts University, Boston University, Northeastern University, Smithsonian Astrophysical Observatory, National Bureau of Economic Research, Broad Institute, Lowell Center for Space Science & Technology, National Emerging Infectious Diseases Laboratories
