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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial selling and strategic financing solutions, with a strong ability to analyze total cost of ownership and improve cash outcomes. Proficient in building relationships across sales and finance teams while effectively communicating complex financial concepts.
Highest-signal resume keywords
Financial SellingTotal Cost Of Ownership AnalysisSalesforce ProficiencyMicrosoft ExcelAnalytical Problem-Solving
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial AnalysisStrategic Financing SolutionsCash ManagementBilling InstructionsCredit Limit Management
Soft Skills
Professional CommunicationPresentation SkillsCollaboration
Tools & Technologies
SalesforceMicrosoft Office
Certifications & Qualifications
Bachelor’s Degree in AccountingBachelor’s Degree in FinanceBachelor’s Degree in BusinessMBA Preferred
Industry Keywords
Accounts ReceivableFinanced OpportunitiesProblem Cash AccountsBusiness Review MeetingsFinancing Strategy
About the role
Key responsibilities & impact- Attend quarterly business review meetings at the request of sales leadership
- Lead financial selling for product opportunities, including total cost of ownership analysis and creation
- Respond to financing requests with strategic solutions tailored to opportunities and clients
- Provide tax and freight billing instructions for financed opportunities
- Complete final booking checklists with appropriate teams
- Resolve terms mismatches using AHEAD’s internal resolution criteria
- Manage the unfunded report to minimize days sales outstanding for financed receivables
- Pursue financing for large software transactions when appropriate
- Help manage credit limits with select suppliers during peak periods
- Support Accounts Receivable with collection of problem cash accounts
- Introduce financing as a more efficient collection solution when appropriate
- Model and present Dell TLA opportunities
- Build trusted relationships with sales teams and business partners
- Serve as a subject-matter expert on financing strategy and execution
- Structure strategic financing solutions, improve cash outcomes, support complex transactions, and enable financial selling across the business
Requirements
What you’ll need- Bachelor’s degree in Accounting, Finance, Business, or a related field
- MBA preferred
- 10 or more years of experience in financial selling
- Proficiency with Salesforce
- Strong working knowledge of Microsoft Office, including Excel and PowerPoint
- Professional communication and presentation skills
- Strong analytical and problem-solving capabilities
- Ability to collaborate effectively across sales, finance, accounts receivable, manufacturers, and clients
- Commercial mindset with the ability to translate complex financial concepts into practical business recommendations
Benefits
Comp & perks- Medical, Dental, and Vision Insurance
- 401(k)
- Paid company holidays
- Paid time off
- Paid parental and caregiver leave
- Cross department training and development
- Sponsoring certifications and credentials for continued learning
- Multi-million-dollar technology lab
- AI application and resume review opt-out
- Interview recording and transcription opt-out without penalty
