Financial Solutions Representative

• As a primary point of contact responsible for the management and growth of relationships, routinely marketing to and engaging with assigned customers to drive increased market share to TD SYNNEX Capital as the financial solutions provider of choice.
• As required, creates and delivers financial solutions to the customer using judgment and discretion to select the appropriate tool sets and technical knowledge to effectively configure, price, quote and process requests for specific financial solutions.
• Uses SME knowledge to identify and analyze applicable programs, promotions and add-ons as an advisor to build customer relationships and effectively market the broad range of TD SYNNEX Capital’s product portfolio including product education and technical guidance for product alternatives, cross-reference assistance, and support to the customer regarding financial solutions.
• Routinely negotiates terms and manages the pipeline activity to completion, all agreed-upon customer program requirements including resolution of all pertinent pre-sales issues.
• Assesses the status of various business opportunities on each account, and builds weekly forecasts as well and creating and manages opportunity pipeline
• Actively participates in the sales team customer account planning and review process and experience regarding opportunities and potential solutions.
• Markets and promotes appropriate TD SYNNEX Capital financial solutions.
• Completes day-to-day activities and makes many decisions with minimal or no supervision.
• Mentors and provides SME-level support to individuals or project teams.

• Associate Degree in business, marketing, computer science or related field or an equivalent combination of formal education, training and directly related progressive job experience.
• Three (3) to Five (5) years of progressive experience that includes selling, marketing and promoting solutions to customers in a technical or product support role within a computer product, system solutions- related distribution business or financial sales role.
• Financial sales or inside sales experience a plus.

• Demonstrated ability to act independently or with minimal supervision.
• Demonstrates a SME level of knowledge of products, pricing, customer service, sales and marketing strategy.
• Demonstrates an SME level of proficiency in negotiation skills, customer service skills, attention to detail and the ability to organize, prioritize and accomplish multiple tasks based on process requirements.
• Demonstrates a consistent expert-level application of verbal, written, sales, marketing, presentation and interpersonal communications skills.
• Consistently demonstrates the ability to mentor and provide training as an SME.

Key Skills

At Tech Data, a TD SYNNEX Company, our values guide everything we do: Together, We Own It, We Dare to Go, We Grow and Win, and above all, We Do the Right Thing. These principles shape how we work with each other, our partners, and our communities as we drive innovation and create lasting impact.

What’s In It For You?

• Elective Benefits: Our programs are tailored to your country to best accommodate your lifestyle.
• Grow Your Career: Accelerate your path to success (and keep up with the future) with formal programs on leadership and professional development, and many more on-demand courses.
• Elevate Your Personal Well-Being: Boost your financial, physical, and mental well-being through seminars, events, and our global Life Empowerment Assistance Program.
• Diversity, Equity & Inclusion: It’s not just a phrase to us; valuing every voice is how we succeed. Join us in celebrating our global diversity through inclusive education, meaningful peer-to-peer conversations, and equitable growth and development opportunities.
• Make the Most of our Global Organization: Network with other new co-workers within your first 30 days through our onboarding program.
• Connect with Your Community: Participate in internal, peer-led inclusive communities and activities, including business resource groups, local volunteering events, and more environmental and social initiatives.

Don’t meet every single requirement? Apply anyway.

At Tech Data, a TD SYNNEX Company, we’re proud to be recognized as a great place to work and a leader in the promotion and practice of diversity, equity and inclusion. If you’re excited about working for our company and believe you’re a good fit for this role, we encourage you to apply. You may be exactly the person we’re looking for!

We are an equal opportunity employer and committed to building a diverse team that represents and empowers a variety of backgrounds, perspectives, and skills. All qualified applicants will receive consideration for employment based on merit, without regard to race, colour, religion, national origin, gender, gender identity or expression, sexual orientation, protected veteran status, disability, genetics, age, or any other characteristic protected by law. To support our diversity and inclusion efforts, we may ask for voluntary gender disclosure information. This data will be used solely to improve our hiring practices and ensure fair treatment for all candidates.