Financial Solutions Operations Lead
hace 2 semanas
**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.
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.
**Your Essential Duties & Responsibilities**:
- ** 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**:
- ** 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.**
**Your Qualifications**:
**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.**:
**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.
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 app
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