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At CDW, our purpose is to make technology work so people can do great things.
The Role
Sells financial services solutions, including leasing, loans, managed services, and remarketing, to technology clients. Evaluates financial information, structures complex deals, develops financing use cases, supports proposals, trains sales teams, manages vendor relationships, and guides opportunities from identification through close. Requires strong financial analysis, technology services knowledge, presentation, negotiation, and relationship-building skills.
Summary Generated by Built In
Description
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 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 Financial Services sales and technology sales within 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 a number of ongoing, diverse projects and multiple priorities effectively in a fast-paced environment Pay range: $ 135,000 - $ 175,000 depending on experience and skill set Benefits overview: [https://cdw.benefit-info.com/](https://cdw.benefit-info.com/)
* CDW is committed to being an AI-fluent organization
* We're looking for people who bring curiosity, a learner's mindset, and a willingness to engage with ever-evolving technology and tools. We value adopting AI as a partner, openness to experimentation, and a shared interest in learning together on AI. Our goal is to create a culture where AI enhances- not replaces- human creativity and decision-making. You don't need to be an expert today; what matters is your readiness to explore, adapt, and grow with us as we integrate AI responsibly and effectively into our work.Additionally, CDW is committed to fostering an equitable, transparent, and respectful hiring process for all applicants. During our application process, our goal is to understand your experience, strengths, skills, and qualifications. As an AI forward company, we see AI not just as a tool, but as a catalyst for new ways of thinking, creating, and communicating. We encourage candidates to embrace an AI mindset, one that's curious, adaptive, and ready to explore what's possible. We welcome thoughtful use of AI to expand your perspective and elevate how you share your story, while ensuring your application remains rooted in your own background, judgment, and voice.
* About Us
* CDW is a Fortune 500 technology solutions provider that helps businesses, government, education, and healthcare organizations achieve what's possible through technology. What makes CDW different isn't just what we do- it's how we do it. At CDW we act as one- building trust, speaking candidly, and working together to achieve more. We play to win- focusing on what matters most and delivering for our customers. And we think forward- staying curious, moving fast, and continuously learning. We believe meaningful work happens when people feel supported, heard, and empowered to contribute. That's why we think of ourselves as coworkers, not just employees- working together to solve complex challenges and deliver real impact for our customers and communities. As a full-stack, full-lifecycle technology partner, CDW brings deep expertise, strong relationships, and broad industry knowledge to help turn ideas into outcomes. When you join CDW, you become part of a collaborative environment where your work matters, your growth is supported, and your contributions help shape what's next. Together, we deliver the full promise of what technology can do.
* Together, we Make Amazing Happen.
* 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.
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 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 Financial Services sales and technology sales within 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 a number of ongoing, diverse projects and multiple priorities effectively in a fast-paced environment Pay range: $ 135,000 - $ 175,000 depending on experience and skill set Benefits overview: [https://cdw.benefit-info.com/](https://cdw.benefit-info.com/)
* CDW is committed to being an AI-fluent organization
* We're looking for people who bring curiosity, a learner's mindset, and a willingness to engage with ever-evolving technology and tools. We value adopting AI as a partner, openness to experimentation, and a shared interest in learning together on AI. Our goal is to create a culture where AI enhances- not replaces- human creativity and decision-making. You don't need to be an expert today; what matters is your readiness to explore, adapt, and grow with us as we integrate AI responsibly and effectively into our work.Additionally, CDW is committed to fostering an equitable, transparent, and respectful hiring process for all applicants. During our application process, our goal is to understand your experience, strengths, skills, and qualifications. As an AI forward company, we see AI not just as a tool, but as a catalyst for new ways of thinking, creating, and communicating. We encourage candidates to embrace an AI mindset, one that's curious, adaptive, and ready to explore what's possible. We welcome thoughtful use of AI to expand your perspective and elevate how you share your story, while ensuring your application remains rooted in your own background, judgment, and voice.
* About Us
* CDW is a Fortune 500 technology solutions provider that helps businesses, government, education, and healthcare organizations achieve what's possible through technology. What makes CDW different isn't just what we do- it's how we do it. At CDW we act as one- building trust, speaking candidly, and working together to achieve more. We play to win- focusing on what matters most and delivering for our customers. And we think forward- staying curious, moving fast, and continuously learning. We believe meaningful work happens when people feel supported, heard, and empowered to contribute. That's why we think of ourselves as coworkers, not just employees- working together to solve complex challenges and deliver real impact for our customers and communities. As a full-stack, full-lifecycle technology partner, CDW brings deep expertise, strong relationships, and broad industry knowledge to help turn ideas into outcomes. When you join CDW, you become part of a collaborative environment where your work matters, your growth is supported, and your contributions help shape what's next. Together, we deliver the full promise of what technology can do.
* Together, we Make Amazing Happen.
* 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.
Skills Required
- Bachelor's degree and at least five years of experience in financial services sales and technology sales within the information technology industry, or nine years of equivalent experience
- Knowledge of financial statement evaluation and generally accepted accounting principles
- Ability to understand complex variables and develop appropriate financial solutions
- Ability to use financial calculators for net present value, amortization, and lease structuring
- Presentation and sales skills, including the ability to propose creative financial solutions
- Ability to build and maintain relationships across organizational levels and influence sales teams
- Problem-solving, customer service, negotiation, and follow-up skills
- Ability to manage multiple ongoing projects and priorities in a fast-paced environment
What the Team is Saying
Phil
Practice Vice President
Mason
Sales Intern
Kevin Denison
Director, Strategic Initiatives — U.S. Commercial
Christine A. Leahy
Chair and Chief Executive Officer
CDW Compensation & Benefits Highlights
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Healthcare Strength — Health coverage is described as comprehensive, with Blue Cross Blue Shield medical options alongside dental, vision, life and disability insurance, plus FSAs/HSAs and mental health/EAP resources. Feedback suggests these core plans form a solid backbone of the package.
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Parental & Family Support — Family-focused programs include expanded paid parental leave for primary caregivers, adoption assistance, fertility support, childcare and eldercare resources, and onsite Mother’s Rooms. These offerings are prominently featured along with flexibility and work‑life supports.
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Inclusive Benefits Coverage — Coverage specifically calls out transgender healthcare and dependent care options in addition to mental health resources. This breadth indicates attention to inclusive benefits that address varied employee needs.
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The Company
What We Do
CDW Corporation 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. For more information about CDW, please visit www.CDW.com. Our broad array of products and services range from hardware and software to integrated IT solutions such as security, cloud, hybrid infrastructure and digital experience.
Why Work With Us
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.
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CDW Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
CDW is committed to offering a high quality, flexible work experience centered around connection, collaboration, and coworker well-being. Our flexible hybrid approach enables coworkers to get the best of working from home and being together.
Typical time on-site:
Not Specified
