Financial Solutions Representative

About the job

Identifies opportunities to deliver appropriately focused financial solutions information, resulting in increased market share and significant value to TD SYNNEX Capital. Supports top tier customers and pipeline management. Essential Duties And Responsibilities • As a primary point of contact responsible for the management and growth of relationships, routinely marketing to and engaging with assigned customers to drive increased market share to TD SYNNEX Capital as the financial solutions provider of choice. • As required, creates and delivers financial solutions to the customer using judgment and discretion to select the appropriate tool sets and technical knowledge to effectively configure, price, quote and process requests for specific financial solutions. • Uses SME knowledge to identify and analyze applicable programs, promotions and add-ons as an advisor to build customer relationships and effectively market the broad range of TD SYNNEX Capital's product portfolio including product education and technical guidance for product alternatives, cross-reference assistance, and support to the customer regarding financial solutions. • Routinely negotiates terms and manages the pipeline activity to completion, all agreed-upon customer program requirements including resolution of all pertinent pre-sales issues. • Assesses the status of various business opportunities on each account, and builds weekly forecasts as well and creating and manages opportunity pipeline. • Actively participates in the sales team customer account planning and review process and experience regarding opportunities and potential solutions. • Markets and promotes appropriate TD SYNNEX Capital financial solutions.

Requirements

• Financial Solutions
• Customer Management
• Sales
• Product Knowledge

Qualifications

• Associate Degree in business
• Marketing
• Computer Science or related field

Preferred Technologies

• Financial Solutions
• Customer Management
• Sales
• Product Knowledge

About the company

Tech Data is a leading company in the technology distribution industry, providing a broad portfolio of IT products and services.