Financial Solutions Representative II

About the Role:

As a Financial Solutions Representative II youll act as the primary liaison for our reseller partners blending inside sales business development and operational execution. Youll configure and quote financing packages guide credit approvals and contract negotiations and proactively identify new revenue opportunities.

What Youll Do:

Customer Relationship Management:

• Serve as the go-to expert for assigned reseller accounts nurturing long-term partnerships through regular outreach financial guidance and product education.

• Develop account plans forecast pipeline activity and collaborate with cross-functional teams to meet customer needs.

Financial Solutions Design & Delivery

• Use judgment and technical expertise to configure price quote and process flexible financing leasing and payment-term solutions.

• Educate customers on program options promotions add-ons and alternative product financing to maximize value.

Sales & Negotiation:

• Identify and qualify new business opportunities through proactive prospecting and market research.

• Lead negotiations on credit terms and pricing securing approvals from internal stakeholders when necessary.

• Achieve or exceed individual and team targets for market share revenue and customer satisfaction.

Cross-Functional Collaboration:

• Coordinate with operations credit legal and product teams to expedite contract execution and order fulfillment.

• Share your subject-matter expertise to mentor colleagues and support project teams.

What Were Looking for:

• Associate degree in Business Marketing Finance or equivalent experience.

• 35 years in inside sales financial services or technical product support (IT distribution/technology leasing preferred).

• Customer centricity and relationship building

• Strong negotiation and influencing skills

• Analytical mindset with attention to detail

• Clear written and verbal communication across all levels

• Self-starter who can prioritize and manage multiple deals independently

• CRM experience (e.g. Salesforce) or financial-quoting tools would be an asset.

• Familiarity with IT distribution vendor programs or technology financing models is preferred.

Working Conditions:

• Professional office environment.

• Hybrid work model allowing flexibility between remote and in-office work.

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!

We are an equal opportunity employer and committed to building a team that represents and empowers a variety of backgrounds perspectives and skills. All qualified applicants will receive consideration for employment without regard to race color religion national origin gender gender identity or expression sexual orientation protected veteran status disability genetics age or any other characteristic protected by law.

TD SYNNEX is an E-Verify company