CDW Careers

Financial Solutions Advisorat CDW Careers Canada

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Job ID: 19001723
Updated: Nov 18, 2019
Location: Toronto, ON, Canada

The Financing Solutions Advisor focuses on providing creative payment solutions in conjunction with our preferred leasing partners to our customers and provides guidance and education to account managers. This position aids in driving revenue, assists in awareness, and is the central liaison for the leasing partners for working with CDW stakeholders across the organization, including Sales, Finance, and Partner and Product Management.

Key Areas of Responsibility
  • Subject matter expert and trusted advisor for creative payment solutions internally
  • Works in conjunction with the sales team as the key financing solutions advisor and payment option advocate for our sales solutions
  • Actively drives and manages financial solution design and quoting stage of the sales process
  • Articulates leasing and financing positioning to both CDW internally and external customers
  • Supports assigned account managers and serves as a key point of contact to work with account managers and their customers for training, support and sales assistance of our premier leasing companies
  • Establishes and maintains strong relationships throughout the sales cycle works to identify new areas for building sales opportunities
  • Guides and manages leasing partners to drive profitable revenue, operational excellence, and awareness across CDW
  • Provides payment options to our account managers and customers
  • Conducts sales calls covering CDW customer accounts
  • Performs deep-dive payment option discussions and white boarding sessions
  • Delivers formal presentations and coordinates quarterly business reviews (QBR) with partners
  • Contributes to the development and execution of quarterly and annual sales and operations plans
  • Tracks leasing results and metrics and utilizes pipeline reports
  • Meets with customers to advise, assist, and present leasing solutions
  • May participate in the RFP process


Minimum Qualifications
  • Bachelor’s degree, OR
  • 3 years’ experience with Sales, Partner support, or Finance
Other Required Qualifications
  • Excellent verbal and written communication skills with the ability to effectively interact with all
  • stakeholders
  • Demonstrated financial and business acumen
  • Ability to think strategically and analyze information
  • Strong willingness to learn
  • Ability to improvise and creatively solve problems
  • Self-starter and entrepreneurially focused
  • Demonstrated organizational and time management skills; ability to multi-task in an everchanging
  • environment
  • Ability to achieve success individually and as part of a team
  • Proficient in Microsoft Office applications
Preferred Qualifications
  • Bachelor’s degree in Business, Finance, or related
  • Previous experience in the technology or leasing industry
  • Previous experience at CDW
Job Category: Sales Support General
Job Type: Full-Time
Travel Percentage: 10%