Financial Services Sales Executive

🔥 0 minutes ago

🌽 Illinois – Remote

🌽 Illinois – Remote

💵 $90k - $140k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 0%

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CDW

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1984

💼 Consulting

🏥 Healthcare

📚 Education

💰 Post-IPO Equity on 2015-07

Consulting • Healthcare • Education

CDW is a leading provider of technology solutions, offering a comprehensive range of products and services to address the needs of enterprises, government, healthcare, and education sectors. They specialize in providing IT infrastructure services, managed services, and security solutions. CDW partners with top technology brands to deliver customized solutions that enhance business productivity and performance across various industries. With a strong focus on digital transformation, security, and cloud solutions, CDW supports businesses in navigating the complexities of modern IT environments. Their expertise spans several domains, including digital workspaces, cybersecurity, and enterprise solutions, making CDW a key partner in driving technological advancements.

📋 Description

• Identify, structure, and sell CDW Financial Services options to clients across all regions • Provide presales support, including positioning, creating financial alternatives, and assisting with client proposals • Evaluate clients’ annual reports, 10-Ks, investor calls, and related information to assess their business and financial needs • Apply financial and technology/managed-services acumen to understand clients’ overall technology needs • Serve as subject matter expert in the designated financial solution focus area • Support Financial Services sales from opportunity identification through completion of the sales cycle • Sell leasing, loans, managed services, and re-marketing services in collaboration with the CDW sales team • Evaluate clients’ internal financial information and recommend CDW Financial Services solutions • Advise the CDW sales team on complex deal structures and provide expertise through sales close • Train and transfer knowledge about Financial Services solutions and vendor offerings to the CDW sales team • Develop relationships with manufacturer financing organizations and relevant vendors • Stay current on Financial Services industry developments through associations, networking, and training • Contribute to best practices, strategies, policies, and documentation • Collaborate on complex situations involving Services, Product, and Financial offerings • Develop business use cases enabling sales teams to position financing and upfront-sale options 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 in those areas • Knowledge of financial statement evaluation and general accounting principles • Ability to understand complex variables and develop appropriate financial solutions • Ability to run financial calculators for NPV, amortization, and lease structuring • Presentation and sales skills • Ability to propose creative financial solutions • Ability to build and maintain strong working relationships at all organizational levels • Ability to influence a sales team to include financial services solutions in client proposals • Demonstrated problem-solving, customer service, negotiation, and follow-up skills • Ability to manage diverse projects and multiple priorities effectively in a fast-paced environment • Curiosity, learner’s mindset, willingness to engage with evolving technology and tools, and readiness to explore, adapt, and grow with AI • Equal opportunity hiring process

🏖️ Benefits

• Benefits overview provided: https://cdw.benefit-info.com/ • AI-fluent organization with opportunities to learn and experiment with evolving technology and tools • Supportive, equitable, transparent, and respectful hiring process • Collaborative environment where growth is supported and contributions are valued