Financial Solutions Executive II

TD SYNNEX

Financial Solutions Executive II at TD SYNNEX developing strategic financial solutions and managing customer engagement across various markets. Collaborating with leadership to drive market share growth through effective financial strategies.

Posted 6/2/2026full-timeClearwater • Florida, South Carolina, Virginia • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Develop and present strategic financial solutions to internal and external management-level customers.
Drive financial solutions strategy to maximize market share within the assigned territory.
Own and manage customer strategy, proactively communicating to identify and resolve customer satisfaction issues.
Design and implement corrective action plans to improve customer relations.
Coordinate with support groups (e.g., TD Capital Operations, product sales teams) to ensure cross-divisional teamwork.
Provide planning quotes and solution designs to solve customer business problems.
Travel up to 25% to attend events and meet with strategic accounts.

Requirements

What you’ll need

6+ years of experience in sales or equivalent roles.
Experience in financial and/or solution sales.
Public sector experience is a plus.
Bachelor's degree or equivalent experience.
Expert knowledge of financial solutions offerings and broad understanding of how they integrate with the organization's entire product/service line.
Proven ability to manage large and complex accounts.
Excellent rapport with existing clients and ability to build new customer relationships.
Skilled in negotiating, persuasively promoting ideas, and closing deals.
Proficient in working with systems and performing essential mathematical calculations.

Benefits

Comp & perks

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.
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.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial solutionssolution salesmathematical calculationscustomer strategycorrective action plansplanning quotessolution designsaccount management

Soft Skills

customer satisfactioncommunicationnegotiationrelationship buildingpersuasionteamwork

Certifications

Bachelor's degree