Financial Solutions Representative II

TD Synnex • Greenville, SC

3d • Hybrid

About The Position

As a Financial Solutions Representative II, you’ll act as the primary liaison for our reseller partners, blending inside sales, business development, and operational execution. You’ll configure and quote financing packages, guide credit approvals and contract negotiations, and proactively identify new revenue opportunities. What You’ll Do: Customer Relationship Management: Serve as the go-to expert for assigned reseller accounts, nurturing long-term partnerships through regular outreach, financial guidance, and product education. Develop account plans, forecast pipeline activity, and collaborate with cross-functional teams to meet customer needs. Financial Solutions Design & Delivery Use judgment and technical expertise to configure, price, quote, and process flexible financing, leasing, and payment-term solutions. Educate customers on program options, promotions, add-ons, and alternative product financing to maximize value. Sales & Negotiation: Identify and qualify new business opportunities through proactive prospecting and market research. Lead negotiations on credit terms and pricing, securing approvals from internal stakeholders when necessary. Achieve or exceed individual and team targets for market share, revenue, and customer satisfaction. Cross-Functional Collaboration: Coordinate with operations, credit, legal, and product teams to expedite contract execution and order fulfillment. Share your subject-matter expertise to mentor colleagues and support project teams.

Requirements

• Associate degree in Business, Marketing, Finance, or equivalent experience.
• 3–5 years in inside sales, financial services, or technical product support (IT distribution/technology leasing preferred).
• Customer centricity and relationship building
• Strong negotiation and influencing skills
• Analytical mindset with attention to detail
• Clear written and verbal communication across all levels
• Self-starter who can prioritize and manage multiple deals independently

Nice To Haves

• CRM experience (e.g., Salesforce) or financial-quoting tools would be an asset.
• Familiarity with IT distribution, vendor programs, or technology financing models is preferred.

Responsibilities

• Serve as the go-to expert for assigned reseller accounts, nurturing long-term partnerships through regular outreach, financial guidance, and product education.
• Develop account plans, forecast pipeline activity, and collaborate with cross-functional teams to meet customer needs.
• Use judgment and technical expertise to configure, price, quote, and process flexible financing, leasing, and payment-term solutions.
• Educate customers on program options, promotions, add-ons, and alternative product financing to maximize value.
• Identify and qualify new business opportunities through proactive prospecting and market research.
• Lead negotiations on credit terms and pricing, securing approvals from internal stakeholders when necessary.
• Achieve or exceed individual and team targets for market share, revenue, and customer satisfaction.
• Coordinate with operations, credit, legal, and product teams to expedite contract execution and order fulfillment.
• Share your subject-matter expertise to mentor colleagues and support project teams.

Benefits

• 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.
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree
• Number of Employees: 5,001-10,000 employees