👋 Financial Solutions Operations Specialist - Hybrid (Lisbon, Portugal)
About TD SYNNEX
TD SYNNEX is a global leader in IT distribution, operating in 100 countries and serving over 125,000 customers. 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.
About the Role
Join our Finance Global Operations team and provide support to the sales team by assisting with quoting and all back-office processes associated with TD Synnex Capital's business. You will also be responsible for customer engagements, quoting follow-up, pipeline management, and providing operational functions for financial solutions.
What You'll Do
- Support TD SYNNEX Capital sales and operations teams
- Act as the primary point of contact for back-office processes associated with financial solutions transactions
- Create quotations at the direction of a sales team member or other vendor
- Work with external customers to ensure understanding and adherence to the funding process(es)
- Review all finance documents and bank invoices for completeness and accuracy
- Prepare financial documents and obtain information and signatures from external customers
- 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
What We're Looking For
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Experience: Several years of relevant work experience. Financial Solutions or Sales Operations experience is a plus.
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Education & Certifications: Bachelor's Degree with Business, IT, or related Field of Study preferred. High School Graduate with HS Diploma field of study required.
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 conveying necessary information
- Negotiating skillfully, promoting/selling ideas persuasively, and closing 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
What's In It For You?
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Elective Benefits: Our programs are tailored to your country to best accommodate your lifestyle.
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Grow Your Career: Accelerate your path to success with formal programs on leadership and professional development, and many more on-demand courses.
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Elevate Your Personal Well-Being: Boost your financial, physical, and mental well-being through seminars, events, and our global Life Empowerment Assistance Program.
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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.
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Make the Most of our Global Organization: Network with other new co-workers within your first 30 days through our onboarding program.
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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.
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!
Job Category: Sales & Business Development