Senior Sales Executive – Financial Services

CDW

Senior sales executive selling CDW financial and technology services to business clients. Structuring financing solutions, supporting proposals, and guiding sales teams through complex deals.

Posted 8/21/2026full-timeRemote • New York • 🇺🇸 United StatesSenior💰 $135,000 - $175,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Financial Services sales, including leasing, loans, and managed services, while effectively evaluating financial statements and developing tailored financial solutions. Proven ability to collaborate with sales teams and influence client proposals through strong presentation and negotiation skills.

Highest-signal resume keywords

Financial Services SalesFinancial Statement EvaluationComplex Deal StructuringPresentation SkillsRelationship Building

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial CalculatorsNPV CalculationAmortizationLease StructuringGeneral Accounting Principles

Soft Skills

Problem-SolvingCustomer ServiceNegotiationFollow-UpProject Management

Industry Keywords

Financial ServicesInformation TechnologySales CycleVendor OfferingsBest Practices

About the role

Key responsibilities & impact

Sell CDW Financial Services offerings, including leasing, loans, managed services, and re-marketing services
Evaluate clients’ internal financial information to develop and recommend CDW Financial Services solutions
Advise the CDW sales team on complex deal structures throughout the sales cycle, from opportunity identification to close
Provide presales support, including positioning, creating financial alternatives, and assisting with client proposals
Provide training and knowledge transfer on Financial Services solutions and vendor offerings
Develop relationships with manufacturer financing organizations and relevant vendors
Stay current with Financial Services industry developments through professional associations, networking, and formalized training
Contribute to Best Practices, strategies, policies, and documentation for the Financial Services sales team
Collaborate with the CDW sales team on complex situations involving Services, Product, and Financial offerings
Develop business use cases presenting financing and upfront-sale options based on client needs and payment preferences

Requirements

What you’ll need

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 and general accounting principles
Ability to understand complex variables and develop appropriate financial solutions
Ability to run financial calculators for NPV, amortization, and lease structuring
Presentation skills and sales skills
Ability to propose creative financial solutions
Ability to build and maintain strong working relationships at all organizational levels
Ability to influence a sales team to include financial services solutions in client proposals
Demonstrated problem-solving, customer service, negotiation, and follow-up skills
Ability to manage diverse projects and multiple priorities effectively in a fast-paced environment

Benefits

Comp & perks

Benefits information provided at https://cdw.benefit-info.com/
AI-fluent organization with opportunities to engage with evolving technology and tools
Supportive, equitable, transparent, and respectful hiring process
Collaborative environment
Professional growth and learning support