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- Tasks: Lead daily operations of partner income processing and ensure timely financial reporting.
- Company: CDW is a Fortune 500 tech solutions provider, helping businesses navigate IT challenges.
- Benefits: Enjoy a collaborative culture, career growth opportunities, and a commitment to diversity.
- Why this job: Join a team that values trust and connection while making a real impact in technology.
- Qualifications: GCSEs in English and Maths required; degree or 3+ years in a similar role preferred.
- Other info: Strong Excel skills and team leadership experience are essential for success.
The predicted salary is between 43200 - 72000 £ per year.
At CDW, we make it happen, together. Trust, connection, and commitment are at the heart of how we work together to deliver for our customers. It’s why we’re coworkers, not just employees. Coworkers who genuinely believe in supporting our customers and one another. We collectively forge our path forward with a level of commitment that speaks to who we are and where we’re headed. We’re proud to share our story and Make Amazing Happen at CDW.
ROLE PURPOSE
This team leader role oversees daily operations of partner and marketing operations executives, ensuring timely processing of partner income (e.g. rebates, referral fees, MDF, funded heads, strategic investments). Responsibilities include forecasting, accruals, claims, invoicing, and reconciliation, as well as managing certification and marketing costs to support accurate reporting and P&L impact. The role liaises across departments including partner management, marketing, accounting, and payables to drive efficiency and reduce commercial risk. Strong communication, attention to detail, and multitasking are essential, with a preference for financial and analytical skills.
SUCCESS MEASURES
- Improved Partner P&L
- Accurate invoices and claims
- Timely forecasting and submissions
- Reduced financial risk and ageing
- Tax accuracy and automation gains
ROLE RESPONSIBILITIES
- Manage day-to-day operations of income and cost processing
- Ensure timely claims, accruals, invoicing, and reconciliations
- Act as escalation point for income and supplier issues
- Liaise with finance on P&L accuracy and balance sheet reviews
- Support audits, reporting, and automation projects
- Champion continuous improvement and cross-functional collaboration
KNOWLEDGE, SKILLS AND EXPERIENCE
Required:
- Team leadership experience
- Strong Excel and financial/documentation skills
- Able to manage multiple workstreams and deadlines
Desirable:
- Bookkeeping or finance background
- Familiarity with Power Automate, Teams, SharePoint
QUALIFICATIONS
- GCSEs in English and Maths (required)
- Degree or 3+ years in a similar role (preferred)
KEY SKILLS & COMPETENCIES
- Financial and analytical mindset
- Excellent attention to detail and organisation
- Strong communication and collaboration skills
- Process-focused with initiative and problem-solving ability
CDW is a leading multi-brand provider of information technology solutions to business, government, education and healthcare customers in the United States, the United Kingdom and Canada. A Fortune 500 company and member of the S&P 500 Index, CDW helps its customers to navigate an increasingly complex IT market and maximize return on their technology investments. Together, we unite. Together, we win. Together, we thrive.
CDW is an equal opportunity employer. All qualified applicants will receive consideration for employment without regards to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status or any other basis prohibited by state and local law.
Partner Investment Team Leader employer: CDW UK
Contact Detail:
CDW UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Partner Investment Team Leader
✨Tip Number 1
Familiarise yourself with CDW's core values and mission. Understanding their commitment to teamwork and customer support will help you align your responses during interviews, showcasing how you embody these principles.
✨Tip Number 2
Highlight your experience in managing financial operations and team leadership. Be prepared to discuss specific examples of how you've improved processes or reduced risks in previous roles, as this will resonate well with the responsibilities outlined.
✨Tip Number 3
Brush up on your Excel skills and any relevant financial software. Being able to demonstrate your proficiency in these tools during discussions can set you apart from other candidates, especially given the analytical nature of the role.
✨Tip Number 4
Network with current or former employees of CDW if possible. Gaining insights into the company culture and expectations can provide you with valuable information to tailor your approach and show that you're a great fit for the team.
We think you need these skills to ace Partner Investment Team Leader
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of the Partner Investment Team Leader position. Tailor your application to highlight how your skills and experiences align with the role.
Highlight Relevant Experience: In your CV and cover letter, emphasise your team leadership experience and any financial or analytical skills you possess. Use specific examples to demonstrate your ability to manage multiple workstreams and deadlines effectively.
Craft a Strong Cover Letter: Write a compelling cover letter that showcases your passion for the role and the company. Mention your understanding of CDW's values and how you can contribute to their mission of making amazing happen.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for this role.
How to prepare for a job interview at CDW UK
✨Showcase Your Leadership Skills
As a Partner Investment Team Leader, demonstrating your team leadership experience is crucial. Be prepared to share specific examples of how you've successfully managed teams, resolved conflicts, and driven performance in previous roles.
✨Highlight Financial Acumen
Given the financial responsibilities of this role, it's important to showcase your strong Excel skills and any relevant financial background. Discuss your experience with invoicing, forecasting, and managing P&L to illustrate your capability in handling financial tasks.
✨Emphasise Attention to Detail
Attention to detail is key in this position. Prepare to discuss how you ensure accuracy in your work, particularly in processing claims and reconciliations. Providing examples of how you've caught errors or improved processes can set you apart.
✨Demonstrate Cross-Functional Collaboration
This role requires liaising across various departments. Be ready to talk about your experience working collaboratively with finance, marketing, and partner management teams. Highlight any successful projects that involved cross-functional teamwork.
