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Senior Inside Solution Architect - Financial Services
Senior Inside Solution Architect - Financial Services-June 2024
Flexible / Remote
Jun 28, 2025
ABOUT CDW
At CDW, our purpose is to make technology work so people can do great things.
10,000+ employees
Technology
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About Senior Inside Solution Architect - Financial Services

  The Sr. Inside Solution Architect- Networking supports Account Managers by assisting them in the sale of solutions related to Networking. The Sr. Inside Solution Architect-Networking builds relationships and educates Account Managers on the technologies, resources, and pricing programs available to them.

  The Sr. Inside Solution Architect-Networking develops and maintains strategic relationships with Sales Management of the teams they support and seen as a trusted advisor to grow business.

  The Sr. Inside Solution Architect-Networking is expected to be subject matter expert in multiple families of Networking solutions.

  Key Areas of Responsibility Technology Leadership

  * Educates Account Managers by conducting short training classes on Networking products

  * Explains the features, benefits, and technical specifications of new secondary, emerging and complementary products and solutions * Explains conceptually how secondary and emerging/add-on products and solutions are installed and implemented for customers * Designs solutions for secondary and emerging/complementary products and solutions * Expert level knowledge of multiple Networking categories inclusive of vertical specific needs * Readily shares lessons learned and technical knowledge with other ISAs and Account Managers regarding primary, secondary, emerging, and complementary products and solutions * Answers questions and assists less experienced team members on using the tools of the job * Keeps abreast of changes and trends * Attain role level certifications

  Sales Support

  * Consults with customers and partners to architect solutions

  * Follows up and responds to questions regarding registrations and closed deals, and escalation needs

  * Monitors and renews service maintenance contracts

  * Tracks sales leads, manages sales pipeline from lead to closure for sales over segment threshold

  * Registers and manages customer proposals in partner registration systems

  * Produces quotes and BOMs

  * Creates quotes for high priority RFPs and/or assists with RFP content

  * Produces sales forecast reports

  * Reviews quotes and orders for accuracy

  Sales

  * Discusses solutions at a conceptual level with customers and potential customers

  * Explains the solutions features and benefits * Recommends and influences the client to include services that complement hardware/software proposals * Explains the financial metrics that the solution achieves and use various tools to calculate the ROI for the customer * Guides customers in their decision making (compares and contrasts) primary, secondary, emerging, and complementary technologies * Leads CDW events on business-focused technology solution presentations for customers and prospects delivered via web-based tools (e.g. WebEx, Lync) and in person * Explores additional sales opportunities through new service maintenance contracts and renewals * Negotiates pricing with partners and customers * Routinely collaborates with Partners and Account Managers to drive mapped opportunities, fine tune strategies and approaches to exceed joint sales goals * Develops detailed Territory Plan to manage their business * Regularly engages with key customers to build and nurture a trusted advisor relationship. Develops a strategy collaboratively with the customer and account manager Minimum Qualifications Associate's Degree or equivalent work experience 2-yr experience as ISA or 3-year minimum equivalent experience ' Other Required Qualifications

  * Proficient in Microsoft office applications

  * Ability to travel up to 20% of the time

  * Proven success and experience selling technologies solutions and services

  * Knowledge and proven success of engaging and working with sales teams

  * Ability to execute on territory goals and metrics

  * Ability to adapt and change to the business needs of the practice and team coverage model

  * Strong interpersonal and presentation skills, including consulting skills

  * Strong oral and written communication skills

  * Strong passion for learning and teaching others

  * Proven group presentations skills

  * Motivated and self-starting

  * Ability to think creatively and come up with proactive ideas that will increase sales

  * Strong problem solving skills

  * Must be able to communicate effectively and in a constructive manner with management, peers and coworkers

  Preferred Qualifications

  * Bachelor's Degree

  * Proven success and experience selling technologies solutions and services to small business, enterprise or global customers

  * Technical Accreditations and/or Certifications:

  * Active accreditation from leading Networking partners * Successfully completed ISA accreditations

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