Financial Solutions Operations Associate I

About the Role :

As a Sales Operations Specialist supporting TD SYNNEX Capitals Financial Solutions business youll be the pivotal link between our sales teams external customers and internal finance and accounting partners. Youll manage quoting documentation pipeline reporting and payment tracking ensuring every transaction is accurate compliant and delivered with a high degree of professionalism. This role offers exposure to end-to-end financial processes cross-functional collaboration and the opportunity to build expertise in sales operations and credit management.

Essential Duties & Responsibilities Required

• Supports TD SYNNEX Capital sales team

• Serve as the primary back-office contact for financial solutions transactions guiding customers and sales colleagues through our funding processes

• Prepare review and follow up on equipment and service quotations in collaboration with sales teams and vendor partners.

• Works with external customers to ensure understanding and adherence to the funding process(es)

• Validate finance documents bank invoices and customer signatures for completeness and compliance.

• Tracks incoming payments and provides advice to Accounting regarding application

• Performs basic external customer credit review and releases orders per established guidelines

• Tracks orders to completion and obtains necessary serial numbers on product

• Ensures proper data mapping between sales system and financing system

• Coordination and liaising between TD SYNNEX Capital and internal customers

• Troubleshooting for internal and external customers

What Were Looking For

Experience:

• 1 to 3 Years of relevant work experience.

• Financial Solutions or Sales Operations experience a plus.

Education & Certifications:

• Strong command of English both written and oral

• Associate degree in Business IT or related Field of Study preferred.

• High School Graduate with HS Diploma field of study required.

Working Conditions

• Hybrid

Required Knowledge Skills & Abilities:

• Able to execute instructions and to request clarification when needed.

• Able to use a 10-key quickly and accurately.

• Possesses strong data entry skills.

• Able to perform basic mathematical calculations.

• Able to recognize and attend to important details with accuracy and efficiency.

• Able to communicate clearly and convey necessary information.

• Able to negotiate skillfully promote/sell ideas persuasively and close transactions with mutually beneficial results.

• Possesses strong multi-cultural interpersonal skills.

• Possesses strong organizational and time management skills driving tasks to completion.

• Able to constructively work under stress and pressure when faced with high workloads and deadlines.

• Able to maintain and promote social ethical and organizational standards in conducting internal and external business activities.

• Able to work independently with minimum supervision.

• Able to be immobile for long extended periods.

• Able to build solid effective working relationships with others.

• Able to exhibit ability to be sensitive to the needs concerns and feelings of others.

• Able to quickly learn new systems and technology.

• Able to use relevant computer system applications at an intermediate level.

Key Skills

At TD SYNNEX 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.

Whats 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: Its 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.

Dont meet every single requirement Apply anyway.

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