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Director, Financial Solutions

📅 Oct 6
Financial SellingStrategic Financing SolutionsCash ManagementSalesforce
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📜 Description

  • Attend quarterly business review (QBR) meetings at the request of sales leadership.
  • Lead financial selling for product opportunities, including total cost of ownership (TCO) analysis.
  • Respond to financing requests with tailored strategic solutions.
  • Provide tax and freight billing instructions for financed opportunities.
  • Manage the unfunded report to minimize days sales outstanding (DSO) for financed receivables.
  • Build trusted relationships with sales teams and business partners.

🛠️ Requirements

  • 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.

✨ Benefits

  • Medical
  • Dental
  • Vision Insurance
  • 401(k)
  • Paid company holidays
  • Paid time off
  • Paid parental and caregiver leave
Full job description
AHEAD builds platforms for digital business. By weaving together advances in cloud infrastructure, automation and analytics, and software delivery, we help enterprises deliver on the promise of digital transformation.
At AHEAD, we prioritize creating a culture of belonging, where all perspectives and voices are represented, valued, respected, and heard. We create spaces to empower everyone to speak up, make change, and drive the culture at AHEAD.
We are an equal opportunity employer, and do not discriminate based on an individual's race, national origin, color, gender, gender identity, gender expression, sexual orientation, religion, age, disability, marital status, or any other protected characteristic under applicable law, whether actual or perceived.
We embrace all candidates that will contribute to the diversification and enrichment of ideas and perspectives at AHEAD.

AHEAD is seeking a Director, Financial Solutions to join our Financial Solutions Group (FSG). This role supports a geographic territory aligned with sales and partners closely with sales leadership, clients, accounts receivable, manufacturers, and internal finance teams.

The Director, Financial Solutions helps AHEAD structure strategic financing solutions, improve cash outcomes, support complex transactions, and enable financial selling across the business. The ideal candidate combines strong financial-selling experience with commercial judgment, analytical rigor, and the ability to communicate effectively with both internal and external stakeholders.

AHEAD builds platforms for digital business. By weaving together advances in cloud infrastructure, automation and analytics, and software delivery, we help enterprises deliver on the promise of digital transformation.   At AHEAD, we prioritize creating a culture of belonging, where all perspectives and voices are represented, valued, respected, and heard. We create spaces to empower everyone to speak up, make change, and drive the culture at AHEAD.    We are an equal opportunity employer, and do not discriminate based on an individual's race, national origin, color, gender, gender identity, gender expression, sexual orientation, religion, age, disability, marital status, or any other protected characteristic under applicable law, whether actual or perceived.    We embrace all candidates that will contribute to the diversification and enrichment of ideas and perspectives at AHEAD. The compensation range indicated in this posting reflects the On-Target Earnings (“OTE”) for this role, which includes a base salary and any applicable target bonus amount. This OTE range may vary based on the candidate’s relevant experience, qualifications, and geographic location.     Why AHEAD:   Through our daily work and internal groups like Moving Women AHEAD and RISE AHEAD, we value and benefit from diversity of people, ideas, experience, and everything in between.   We fuel growth by stacking our office with top-notch technologies in a multi-million-dollar lab, by encouraging cross department training and development, sponsoring certifications and credentials for continued learning.   USA Employment Benefits include:  - Medical, Dental, and Vision Insurance  - 401(k)  - Paid company holidays  - Paid time off  - Paid parental and caregiver leave  - Plus more! See benefits https://www.aheadbenefits.com/ for additional details.    Use of AI: We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, assessing responses, or to capture recordings and create transcriptions or summaries during interviews. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans.   If you would like more information about how your data is processed, please refer to the Candidate Privacy Notice or contact us at privacy@ahead.com.    You may opt-out of the review or analysis of your application and resume by AI tools by using the General Application. Please include the role you wish to apply for in the Additional Information field. You may also choose to opt-out of recording and transcription at any time, including after joining an interview.  Candidates will not be penalized for choosing to opt-out.

Responsibilities

  • Attend quarterly business review (QBR) meetings at the request of sales leadership.
  • Lead financial selling for product opportunities when needed, including total cost of ownership (TCO) analysis and creation.
  • Respond to financing requests with appropriate strategic solutions tailored to the opportunity and client.
  • Provide tax and freight billing instructions for financed opportunities and complete final booking checklists in partnership with the appropriate teams.
  • Resolve terms mismatches using AHEAD’s internal resolution criteria, including considerations related to internal cost of funds, financing, manual invoicing, and distributor financing.
  • Manage the unfunded report to minimize days sales outstanding (DSO) for financed receivables.
  • Maximize AHEAD’s cash advantage by pursuing financing for large software transactions whenever appropriate.
  • Help manage credit limits with select suppliers during peak periods by reviewing and vetting large transactions.
  • Support Accounts Receivable, when requested, with the collection of problem cash accounts. A key objective is to introduce financing as a more efficient collection solution when appropriate.
  • Model and present Dell TLA opportunities to strategically position AHEAD with clients.
  • Build trusted relationships with sales teams and business partners while serving as a subject-matter expert on financing strategy and execution.
  • Required Experience & Skills

  • 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.
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