Financial Solutions Operations Lead

at  TD SYNNEX

OVERVIEW:

TD SYNNEX, a global leader in IT distribution. Operating in 100 countries, we serve over 125,000 customers. Our goal is to anticipate the ever-changing developments in the IT ecosystem and become a solutions orchestrator.
We care about our partners, our employees, our investors, and the world around us. And we are committed to being an employer of choice, inclusive and responsible. In accordance with our Diversity policy, all our positions are open to candidates with disabilities.
By joining our Finance Global Operations team, you will be responsible for providing support to the sales team by assisting with quoting and all of the back-office processes associated with TD Synnex Capital’s business.
Performing customer engagements, quoting follow-up, pipeline management, and providing operational functions for financial solutions will be also some of your responsibilities.

EXPERIENCE:

• Several years of relevant work experience.
• Financial Solutions or Sales Operations experience a plus.

EDUCATION & CERTIFICATIONS:

• Bachelors Degree with Business, IT, or related Field of Study preferred.
• High School Graduate with HS Diploma field of study required.

YOUR KNOWLEDGE, SKILLS & ABILITIES:

• Executing instructions and requesting clarification when needed.
• Using a 10-key quickly and accurately.
• Possessing strong data entry skills.
• Performing basic mathematical calculations.
• Recognizing and attending to important details with accuracy and efficiency.
• Communicating clearly and convey necessary information.
• Negotiating skillfully, promote/sell ideas persuasively, and close transactions with mutually beneficial results.
• Possessing strong multi-cultural interpersonal skills.
• Possessing strong organizational and time management skills, driving tasks to completion.
• Working constructively under stress and pressure when faced with high workloads and deadlines.
• Maintaining and promoting social, ethical, and organizational standards in conducting internal and external business activities.
• Working independently with minimum supervision.
• Building solid, effective working relationships with others.
• Ability to be sensitive to the needs, concerns, and feelings of others.
• Learning quickly new systems and technology.
• Using relevant computer system applications at an intermediate level.

DON’T MEET EVERY SINGLE REQUIREMENT? APPLY ANYWAY.

At TD SYNNEX, 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

• Supports TD SYNNEX Capital sales and operations teams
• Act as the primary point of contact that is responsible for the back-office processes associated with financial solutions transactions
• May on occasion create quotations at the direction of a sales team member, or other vendor requested quotation for financial transactions
• Works with external customers to ensure understanding and adherence to the funding process(es)
• Reviews all finance documents and bank invoices for completeness and accuracy
• Prepares financial documents and obtains information and signatures from external customers as needed
• Tracks incoming payments and provides advice to Accounting regarding application
• Performs in depth external customer credit review and releases orders per established guidelines
• Tracks orders to completion and obtains necessary serial numbers on product
• Ensures proper data mapping between sales system and financing system
• Coordination and liaising between TD SYNNEX Capital and internal customers
• Troubleshooting for internal and external customers
• Works at the direction of management to balance team members workloads and ensure team adherence to all back-office processes
• Attend meetings with financial solutions vendors to review outstanding work
• Mentors and provides developmental support to Financial Solutions Operations team members.