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Financial Solutions Operations Lead
hace 2 meses
TD SYNNEX Capital Spain SLU, a global leader in IT distribution, is seeking a highly skilled Financial Solutions Operations Lead to join our Finance Global Operations team. With operations in 100 countries and serving over 125,000 customers, we strive to anticipate and adapt to the ever-changing IT ecosystem.
We value diversity, equity, and inclusion, and our goal is to become a solutions orchestrator. Our team is committed to being an employer of choice, inclusive, and responsible.
Key Responsibilities- Support the sales team by assisting with quoting and back-office processes associated with financial solutions transactions.
- Perform customer engagements, quoting follow-up, pipeline management, and provide operational functions for financial solutions.
- Act as the primary point of contact for back-office processes associated with financial solutions transactions.
- Work with external customers to ensure understanding and adherence to the funding process.
- Review finance documents and bank invoices for completeness and accuracy.
- Prepare financial documents and obtain information and signatures from external customers as needed.
- Track incoming payments and provide advice to Accounting regarding application.
- Perform in-depth external customer credit review and release orders per established guidelines.
- Track orders to completion and obtain necessary serial numbers on product.
- Ensure proper data mapping between sales system and financing system.
- Coordinate and liaise between TD SYNNEX Capital and internal customers.
- Troubleshoot for internal and external customers.
- Work 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.
- Mentor and provide developmental support to Financial Solutions Operations team members.
- Experience:
- Several years of relevant work experience.
- Financial Solutions or Sales Operations experience a plus.
- Elective Benefits: Our programs are tailored to your country to best accommodate your lifestyle.
- Grow Your Career: Accelerate your path to success with formal programs on leadership and professional development.
- 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: We value every voice and celebrate 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.
