Sr. Associate, Financial Solutions Rep

About this role

Accelerate your career. Join the organization that's driving the world's technology and shape the future. 

Ingram Micro is a leading technology company for the global information technology ecosystem. With the ability to reach nearly 90% of the global population, we play a vital role in the worldwide IT sales channel, bringing products and services from technology manufacturers and cloud providers to business-to-business technology experts. Our market reach, diverse solutions and services portfolio, and digital platform Ingram Micro Xvantage™ set us apart. Learn more at www.ingrammicro.com

Come join our team where you’ll make technology happen in surprising ways. Let’s shape tomorrow - it’ll be a fun journey!

Ingram Micro Financial Solutions plays a critical role in accelerating technology sales by helping partners overcome budget limitations and reduce time-to-revenue through flexible and innovative financing programs. As the industry continues to shift toward subscription-based and consumption-driven models, financing is no longer optional—it is a required component of competitive, scalable deal execution.

Established over a decade ago, IMFS delivers added-value financial solutions for partners, vendors and end-customers. Through creative financial solutions, IMFS supports Ingram Micro in becoming a true differentiator in the channel, boosting additional distribution sales, increasing customer retention and competitiveness. Today IMFS is present in all Ingram Micro countries, has gained significant strategic importance and increased volume exponentially. Ingram Micro is committed to continuously investing in and expanding its financial solutions offering by attracting top talent from equipment finance, structured and supply-chain finance, and distribution industries.

The strategic benefits are clear: expansion of revenue growth through higher attach rates, increased partner loyalty and stickiness, optimized cash flow (funders pay sooner than standard terms), and market differentiation that few competitors can match.

Your role:

The Inside Sales Representative is responsible for selling and renewing the company’s products and services through phone and electronic communication within an assigned territory or account base. This role involves qualifying sales leads, following up with prospects, managing the end-to-end lease and financing process, and ensuring accurate and timely quote preparation. The Inside Sales Representative must maintain a strong working knowledge of the company’s products, systems, and services, while supporting field sales initiatives, generating new business opportunities, and consistently achieving assigned sales quotas.

• Sales Execution: Drive revenue through inbound and outbound sales activities, including lead qualification, prospect follow-up, relationship management, and opportunity identification.

• Field Sales Support: Collaborate with and support field sales representatives while independently managing smaller accounts and territories.

• Customer Relationship Management: Develop and maintain strong relationships with current and prospective customers to ensure long-term engagement and growth.

Key Accountabilities Sales Support & Collaboration

• Partner with Business Development and Solutions Development teams to identify new opportunities and expand existing customer relationships.

• Manage finance and leasing transactions from initiation through completion, ensuring accuracy and timeliness.

• Prepare and deliver accurate quotes, discuss pricing and terms with customers, and handle inbound prospect inquiries.

• Proactively follow up with existing clients to identify cross-sell and up-sell opportunities.

Customer Relationship & Account Management • Grow relationships within targeted accounts through consistent communication and strategic sales engagement.

• Clearly and effectively communicate the company’s brand value and key messaging.

• Deliver compelling sales presentations to educate and engage prospective customers.

Marketing & Events Support • Assist in executing marketing campaigns to ensure consistent brand messaging and market presence.

Operational & Administrative Support • Maintain accurate documentation related to lease agreements, asset updates, and customer records.

• Track sales pipeline activity and provide ongoing visibility into deal progress and financial performance.

Reporting & Business Tracking • Monitor fees, incremental revenue, and overall business performance to ensure alignment with company goals.

• Assist in the preparation and delivery of sales and performance reports for management review.

What you bring to the role:

• Industry Experience: 5 + years of functional experience with 3 + years of position specific experience in finance and/or leasing industry.

• Education: Bachelor’s degree in finance, business, or a related field or equivalent combination of education and experience required.

• CRM Proficiency: Experience using CRM systems to manage customer interactions, track sales activity, and monitor pipeline progress.

• Sales & Solution Selling: Demonstrated ability to sell value-added financing solutions by assessing customer needs and recommending tailored options.

• Negotiation & Collaboration: Strong negotiation skills with the ability to collaborate effectively with internal teams, customers, and business partners.

• Technical Skills: Proficiency in Microsoft Office applications (Word, Excel, PowerPoint) and web-based platforms.

• Analytical & Decision-Making: Data-driven approach to decision-making that supports revenue growth and business objectives.

• Organization & Time Management: Highly organized, proactive, and capable of managing multiple priorities in a fast-paced environment.

• Financial & Analytical Acumen: Advanced mathematical and analytical skills to evaluate and structure financial transactions.

• Communication Skills: Excellent written and verbal communication skills for

Similar jobs

• Senior Associate, Financial Services — Vestwell · New York, NY | Austin, TX | King of Prussia, PA | Scottsdale, AZ
• Sr. Financial Consultant — Bb Insurance · Plano, TX
• Sr. Financial Advisor — Firstnational · Fort Collins, CO - Oak Branch
• Sr. Financial Advisor — Firstnational · Lincoln, NE - Haymarket Branch | Fort Collins, CO - Harmony Branch | York, NE – York State Bank & Trust Main Branch
• Sr. Financial Advisor — Firstnational · Kansas City, MO - 1 Ward Parkway
• Senior Financial Representative — LPL Financial · Richmond VA - Field Mgmt
• Senior Financial Representative — LPL Financial · Melville NY - Field Mgmt
• Senior Financial Representative — LPL Financial · Fort Mill/Charlotte