Manager, Financial Solutions

Overview

Supports partners in nationwide and global efforts. Identifies, develops and manages multiple customer relationships at an executive level to position TD SYNNEX Capitals overall value to the organization, while providing management with strategic direction and plan implementation to drive maximum market share.
 

Essential Duties & Responsibilities:

Creates and owns strategic business plan that include:

• Partner Value proposition and offerings

• Develop custom programs and provide on-boarding guidance

• Develop and managed strategy for assigned territory and subsequent customers

• Comprehensive plan for new business and installed base to drive market share 

• Establish quarterly and annual sales goals, reporting and reviewing actual vs goals

• Monthly sales review and action item list

• Quarterly business review with management and internal/external customers

• Develop and enhance our executive level customer relationships

• Grow share of wallet through business analysis

• Serves as a mentor within financial solutions sales team

• Stakeholder management for both internal and external customer management

Job Level Specifications:

• Expert knowledge of financial solutions, various structures, and pricing strategies

• Work is performed under very limited direction. Has considerable latitude in determining best approach to sales and service tasks.

• Maintains excellent rapport with new and existing client’s executive management teams

• Provides strategic input to sales management.

• Actions impact the organization. Failure to accomplish work or meet customer expectations will result in the inability to reach crucial organizational sales goals and may cause long-term damage to client relationships.

Work Experience:

• 6+ years' experience in financial solutions environment 

• Experience working with Technology vendors and enterprise level resellers a plus. 

 
Education and Certification(s):

• Bachelor's degree or equivalent experience from which comparable knowledge and job skills can be obtained.

 
Distinguishing Characteristics:

• Possesses expert knowledge of financial solutions programs and operational processes

• Exhibits the ability to interface with the customer of increasingly more complex engagements (Assigned portfolio is typically comprised of increasingly diverse customer base of strategic accounts)

• Responsible for selling financial solutions, developing new accounts and/or expanding existing accounts.

• This role is typically assigned to large and more complex accounts.

• Solution selling/consultant mentality

• Problem solver

• Excellent communication and presentation skills

Key Skills

At Tech Data, a TD SYNNEX Company, our values guide everything we do: Together, We Own It, We Dare to Go, We Grow and Win, and above all, We Do the Right Thing. These principles shape how we work with each other, our partners, and our communities as we drive innovation and create lasting impact.

What’s In It For You?

• 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.

Don’t meet every single requirement? Apply anyway.

At Tech Data, a TD SYNNEX Company, we’re proud to be recognized as a great place to work and a leader in the promotion and practice of diversity, equity and inclusion. If you’re excited about working for our company and believe you’re a good fit for this role, we encourage you to apply. You may be exactly the person we’re looking for!

We are an equal opportunity employer and committed to building a diverse team that represents and empowers a variety of backgrounds, perspectives, and skills. All qualified applicants will receive consideration for employment based on merit, without regard to race, colour, religion, national origin, gender, gender identity or expression, sexual orientation, protected veteran status, disability, genetics, age, or any other characteristic protected by law. To support our diversity and inclusion efforts, we may ask for voluntary gender disclosure information. This data will be used solely to improve our hiring practices and ensure fair treatment for all candidates.