**Overview**:
**Provides support to the sales team assisting with quoting and all back-office processes associated with TD SYNNEX Capital's business.
Performs customer engagements, quote follow up, pipeline management, and provides operational functions for financial solutions.
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**Essential Duties & Responsibilities Required**
- ** Supports TD SYNNEX Capital sales team**:
- ** Act as a 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**:
- ** 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 with management to establish reporting cadence**:
- ** Attend meetings with financial solutions vendors to review outstanding work**
**Qualifications**
**Experience**:
- ** 3+ Years of relevant work experience.
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- ** Financial Solutions or Sales Operations experience a plus.
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**Education & Certifications**:




- **Associate Degree with Business, IT, or related Field of Study preferred.
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- ** High School Graduate with HS Diploma field of study required.
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Required Knowledge, Skills & Abilities:
- **Able to execute instructions and to request clarification when needed.
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- ** Able to use a 10-key quickly and accurately.
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- ** Possesses strong data entry skills.
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- ** Able to perform basic mathematical calculations.
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- ** Able to recognize and attend to important details with accuracy and efficiency.
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- ** Able to communicate clearly and convey necessary information.
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- ** Able to negotiate skillfully, promote/sell ideas persuasively, and close transactions with mutually beneficial results.
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- ** Possesses strong multi-cultural interpersonal skills.
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- ** Possesses strong organizational and time management skills, driving tasks to completion.
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- ** Able to constructively work under stress and pressure when faced with high workloads and deadlines.
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- ** Able to maintain and promote social, ethical, and organizational standards in conducting internal and external business activities.
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- ** Able to work independently with minimum supervision.
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- ** Able to be immobile for long extended periods.
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- ** Able to build solid, effective working relationships with others.
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- ** Able to exhibit ability to be sensitive to the needs, concerns, and feelings of others.
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- ** Able to quickly learn new systems and technology.
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**Key Skills**
**What's In It For You?
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- ** 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 integral 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.
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!

📌 Financial Solutions Operations (Xico)
🏢 TD Synnex
📍 Xico