Financial Solutions Executive I

Posted 3 Days Ago
Be an Early Applicant
Lima, PER
In-Office
Mid level
Information Technology • Software
The Role
Drives adoption of financial solutions by identifying financing opportunities, supporting sales teams, managing pipelines, coordinating customer onboarding and approvals, building stakeholder relationships, monitoring program performance, and reporting on metrics and growth opportunities.
Summary Generated by Built In

About the Role

The Financial Solutions Executive I is responsible for driving the adoption of TD SYNNEX Financial Solutions programs by identifying financing opportunities, supporting customer engagement, and collaborating with sales teams and financial partners. This role focuses on business development, program implementation, pipeline management, and customer success while contributing to revenue growth and increased utilization of financing solutions.

Essential Duties & Responsibilities

  • Identify and develop financing opportunities with customers and partners.

  • Promote TD SYNNEX Financial Solutions programs and financing alternatives.

  • Support sales teams in structuring financing-led opportunities.

  • Manage and maintain a pipeline of financing opportunities.

  • Coordinate customer onboarding, financing approvals, and documentation requirements.

  • Build relationships with customers, financial institutions, and key stakeholders.

  • Monitor program adoption, financing activity, and business performance.

  • Prepare reports, track key metrics, and identify growth opportunities.

  • Collaborate with Sales, Finance, Product Management, and Operations teams to support business objectives.

Required Knowledge, Skills & Abilities

  • Fluent Spanish and intermediate to advanced English required. Portuguese is a plus.

  • Understanding of corporate finance, credit, lending, and financing solutions.

  • Knowledge of financial products such as leasing, factoring, supply chain finance, and technology financing is preferred.

  • Strong business development, relationship management, negotiation, and communication skills.

  • Analytical mindset with the ability to interpret financial information and identify business opportunities.

  • Advanced Excel and reporting skills

Work Experience:

  • 3-5 years' experience in sales

  • Field sales and/or financial solutions experience a plus

Education and Certification(s):

  • Bachelor's degree in finance, Economics, Business Administration, or a related field.

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.

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 TD SYNNEX, 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!

Skills Required

  • Fluent Spanish and intermediate to advanced English
  • Understanding of corporate finance, credit, lending, and financing solutions
  • Knowledge of leasing, factoring, supply chain finance, and technology financing
  • Business development, relationship management, negotiation, and communication skills
  • Analytical ability to interpret financial information and identify business opportunities
  • Advanced Excel and reporting skills
  • 3-5 years of sales experience
  • Field sales or financial solutions experience
  • Bachelor's degree in finance, economics, business administration, or related field

TD SYNNEX Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about TD SYNNEX and has not been reviewed or approved by TD SYNNEX.

  • Healthcare Strength Medical coverage spans multiple plan options (Anthem nationwide and Kaiser in select states) plus dental and vision, with preventive care at 100% and care navigation via Quantum Health. HSA‑eligible plans receive company contributions that enhance value.
  • Leave & Time Off Breadth Flexible or “unlimited” PTO is offered in many U.S. roles, providing broad time‑off access subject to manager approval. This structure is often cited as supporting work–life balance.
  • Retirement Support The 401(k) program includes auto‑enrollment and a company match of 50% on the first 6% after six months, with a clear vesting schedule. Administration through Fidelity and published plan details add clarity to usage.

TD SYNNEX Insights

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The Company
HQ: Clearwater, FL
22,000 Employees

What We Do

We’re TD SYNNEX (NYSE: SNX), a leading distributor and solutions aggregator for the IT ecosystem. We’re 22,000 of the IT industry’s best and brightest, who share an unwavering passion for bringing compelling technology products, services and solutions to the world. We’re an innovative partner that helps our customers maximize the value of IT investments, demonstrate business outcomes and unlock growth opportunities. At our core, we’re a company that cares. We care about our partners, our co-workers, our investors and the world around us. And we’re committed to being a diverse, inclusive employer of choice and a good corporate citizen.

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