Sr. Associate, Financial Solutions Rep

Posted Yesterday
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Buffalo, NY, USA
In-Office
50K-79K Annually
Senior level
Cloud • Information Technology • Consulting
The Role
Sell and renew financing and leasing solutions through inbound and outbound sales. Manage transactions, prepare quotes, support field sales, develop customer relationships, identify cross-sell opportunities, assist with marketing campaigns, maintain records, track pipelines, and report financial performance. The role requires strong financial analysis, negotiation, communication, CRM, organizational, and solution-selling skills, along with the ability to mentor junior team members.
Summary Generated by Built In

Accelerate your career. Join the organization that's driving the world's technology and shape the future. 

Ingram Micro is a leading technology company for the global information technology ecosystem. With the ability to reach nearly 90% of the global population, we play a vital role in the worldwide IT sales channel, bringing products and services from technology manufacturers and cloud providers to business-to-business technology experts. Our market reach, diverse solutions and services portfolio, and digital platform Ingram Micro Xvantage™ set us apart. Learn more at www.ingrammicro.com

Come join our team where you’ll make technology happen in surprising ways. Let’s shape tomorrow - it’ll be a fun journey!

Ingram Micro Financial Solutions plays a critical role in accelerating technology sales by helping partners overcome budget limitations and reduce time-to-revenue through flexible and innovative financing programs. As the industry continues to shift toward subscription-based and consumption-driven models, financing is no longer optional—it is a required component of competitive, scalable deal execution.

Established over a decade ago, IMFS delivers added-value financial solutions for partners, vendors and end-customers. Through creative financial solutions, IMFS supports Ingram Micro in becoming a true differentiator in the channel, boosting additional distribution sales, increasing customer retention and competitiveness. Today IMFS is present in all Ingram Micro countries, has gained significant strategic importance and increased volume exponentially. Ingram Micro is committed to continuously investing in and expanding its financial solutions offering by attracting top talent from equipment finance, structured and supply-chain finance, and distribution industries.

The strategic benefits are clear: expansion of revenue growth through higher attach rates, increased partner loyalty and stickiness, optimized cash flow (funders pay sooner than standard terms), and market differentiation that few competitors can match.

Your role:

The Inside Sales Representative is responsible for selling and renewing the company’s products and services through phone and electronic communication within an assigned territory or account base. This role involves qualifying sales leads, following up with prospects, managing the end-to-end lease and financing process, and ensuring accurate and timely quote preparation. The Inside Sales Representative must maintain a strong working knowledge of the company’s products, systems, and services, while supporting field sales initiatives, generating new business opportunities, and consistently achieving assigned sales quotas.

  • Sales Execution: Drive revenue through inbound and outbound sales activities, including lead qualification, prospect follow-up, relationship management, and opportunity identification.

  • Field Sales Support: Collaborate with and support field sales representatives while independently managing smaller accounts and territories.

  • Customer Relationship Management: Develop and maintain strong relationships with current and prospective customers to ensure long-term engagement and growth.

Key Accountabilities

Sales Support & Collaboration

  • Partner with Business Development and Solutions Development teams to identify new opportunities and expand existing customer relationships.

  • Manage finance and leasing transactions from initiation through completion, ensuring accuracy and timeliness.

  • Prepare and deliver accurate quotes, discuss pricing and terms with customers, and handle inbound prospect inquiries.

  • Proactively follow up with existing clients to identify cross-sell and up-sell opportunities.

Customer Relationship & Account Management

  • Grow relationships within targeted accounts through consistent communication and strategic sales engagement.

  • Clearly and effectively communicate the company’s brand value and key messaging.

  • Deliver compelling sales presentations to educate and engage prospective customers.

Marketing & Events Support

  • Assist in executing marketing campaigns to ensure consistent brand messaging and market presence.

Operational & Administrative Support

  • Maintain accurate documentation related to lease agreements, asset updates, and customer records.

  • Track sales pipeline activity and provide ongoing visibility into deal progress and financial performance.

Reporting & Business Tracking

  • Monitor fees, incremental revenue, and overall business performance to ensure alignment with company goals.

  • Assist in the preparation and delivery of sales and performance reports for management review.

What you bring to the role:

  • Industry Experience: 5 + years of functional experience with 3 + years of position specific experience in finance and/or leasing industry.

  • Education: Bachelor’s degree in finance, business, or a related field or equivalent combination of education and experience required.

  • CRM Proficiency: Experience using CRM systems to manage customer interactions, track sales activity, and monitor pipeline progress.

  • Sales & Solution Selling: Demonstrated ability to sell value-added financing solutions by assessing customer needs and recommending tailored options.

  • Negotiation & Collaboration: Strong negotiation skills with the ability to collaborate effectively with internal teams, customers, and business partners.

  • Technical Skills: Proficiency in Microsoft Office applications (Word, Excel, PowerPoint) and web-based platforms.

  • Analytical & Decision-Making: Data-driven approach to decision-making that supports revenue growth and business objectives.

  • Organization & Time Management: Highly organized, proactive, and capable of managing multiple priorities in a fast-paced environment.

  • Financial & Analytical Acumen: Advanced mathematical and analytical skills to evaluate and structure financial transactions.

  • Communication Skills: Excellent written and verbal communication skills for clear, professional interaction with customers, colleagues, and stakeholders.

  • Coaching & Knowledge Sharing: Ability to mentor, share best practices, and contribute to the development of junior team members.

The typical base pay range for this role across the U.S. is USD $49,500.00 - $79,200.00 per year.

The ranges above reflect the potential annual base pay across the U.S. for all roles; the applicable base pay range will depend on the candidate’s primary work location, pay grade, and variable compensation plan. Individual base pay within each range depends on various factors, in addition to primary work location, such as complexity and responsibility of role, job duties/requirements, and relevant experience and skills. Base pay ranges are reviewed and typically updated each year. Offers are made within the base pay range applicable at the time of hire. New hires starting base pay generally falls in the bottom half (between the minimum and midpoint) of a pay range.

At Ingram Micro certain roles are eligible for additional rewards, including merit increases, annual bonus or sales incentives and long-term incentives. These awards are allocated based on position level and individual performance. U.S.-based employees have access to healthcare benefits, paid time off, parental leave, a 401(k) plan and company match, short-term and long-term disability coverage, basic life insurance, and wellbeing benefits, among others.

This is not a complete listing of the job duties.  It’s a representation of the things you will be doing, and you may not perform all these duties.

Please be prepared to pass a drug test and successfully pass a pre-employment (post offer) background check.

Ingram Micro Inc. is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status, or any other protected category under applicable law.

Skills Required

  • 5+ years of functional experience
  • 3+ years of position-specific experience in the finance and/or leasing industry
  • Bachelor's degree in finance, business, or a related field, or equivalent combination of education and experience
  • Experience using CRM systems to manage customer interactions, sales activity, and pipeline progress
  • Demonstrated ability to sell value-added financing solutions by assessing customer needs and recommending tailored options
  • Strong negotiation and collaboration skills
  • Proficiency in Microsoft Office applications, including Word, Excel, and PowerPoint, and web-based platforms
  • Data-driven decision-making skills supporting revenue growth and business objectives
  • Strong organization, initiative, and ability to manage multiple priorities in a fast-paced environment
  • Advanced mathematical and analytical skills for evaluating and structuring financial transactions
  • Excellent written and verbal communication skills
  • Ability to mentor, share best practices, and contribute to junior team member development

Ingram Micro Compensation & Benefits Highlights

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

  • Strong & Reliable Incentives Feedback suggests bonus eligibility is common and commission structures can lift total earnings in sales roles. Pay is described as solid and reliably on time in many contexts.
  • Healthcare Strength Feedback suggests the health offering is comprehensive, with multiple medical options including a copay-only plan and an HSA plan with employer funding. Wellness programs, pharmacy support, and an EAP reinforce the package.
  • Retirement Support Feedback suggests retirement support includes a 401(k) with company match and automatic savings features. This provides a structured foundation for long-term savings.

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The Company
HQ: Irvine, CA
27,182 Employees
Year Founded: 1979

What We Do

Ingram Micro helps businesses Realize the Promise of Technology™. It delivers a full spectrum of global technology and supply chain services to businesses around the world. Deep expertise in technology solutions, mobility, cloud, and supply chain solutions enables its business partners to operate efficiently and successfully in the markets they serve. Unrivaled agility, deep market insights and the trust and dependability that come from decades of proven relationships, set Ingram Micro apart and ahead.

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