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Financial Solutions Executive I
TD SYNNEXCollaborating with field sales teams to present TD SYNNEX working capital solutions. Expanding business opportunities and ensuring exceptional service to partners while achieving sales goals.
Posted 7/15/2026full-timeClearwater • Florida, South Carolina • 🇺🇸 United StatesMid-LevelSeniorWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial solutions sales, with a strong ability to identify and develop business opportunities while ensuring exceptional customer experiences. Proficient in negotiating and closing transactions, leveraging analytical skills to meet sales goals and track performance.
Highest-signal resume keywords
Financial Solutions SalesBusiness DevelopmentSales Performance TrackingNegotiation SkillsMS Office Proficiency
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales ExperienceFinancial Solutions KnowledgeMathematical CalculationsProgram AdoptionSales Goal Achievement
Soft Skills
Persuasive CommunicationCollaborationProblem Solving
Tools & Technologies
MS OfficeExcel
Industry Keywords
Working Capital SolutionsNet TermsAmplifyRSAFloorplan Financing
About the role
Key responsibilities & impact- Identify, develop, and present opportunities for TD SYNNEX working capital solutions, including Net Terms, Amplify, RSA, and Floorplan Financing, to internal and external stakeholders at the management level.
- Develop new business opportunities while expanding program adoption within existing partner accounts.
- Field inbound calls and emails to ensure exceptional SLA with internal and external partners.
- Collaborate with TD SYNNEX field sales teams to ensure consistent customer experience and align financial solutions with partner needs.
- Conduct monthly sales reviews, document action items, and follow through on next steps to advance pipeline opportunities.
- Meet monthly and annual sales goals by tracking performance, reporting progress, and reviewing actual results against targets.
Requirements
What you’ll need- 3-5 years experience in sales or equivalent
- Financial and/or solution sales experience
- Bachelor's degree or equivalent experience from which comparable knowledge and job skills can be obtained.
- Expert knowledge of financial solutions offerings and broad understanding of how they integrate with the organization's entire product/service line.
- Able to negotiate skillfully, promote/sell ideas persuasively, and close transactions with mutually beneficial results.
- Able to work within systems (MS Office and specifically Excel) and perform mathematical calculations related to business finance.
Benefits
Comp & perks- 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.
- 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.