Financial Solutions Operations
Job Description
About the Role
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.
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 sig...