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- Tasks: Lead daily operations of partner income processing and ensure timely financial reporting.
- Company: CDW is a Fortune 500 IT solutions provider, helping customers maximise their technology investments.
- Benefits: Enjoy a collaborative culture, career growth opportunities, and a supportive work environment.
- Why this job: Join a team that values trust and commitment while making a real impact in the tech industry.
- 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 ÂŁ per year.
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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
- 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
We make technology work so people can do great things.
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.
Seniority level
-
Seniority level
Mid-Senior level
Employment type
-
Employment type
Full-time
Job function
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Job function
Finance and Sales
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Industries
IT Services and IT Consulting
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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 values and culture. 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 leadership experience in financial operations. Be prepared to discuss specific examples of how you've successfully managed teams and improved processes, as this is crucial for the Partner Investment Team Leader role.
✨Tip Number 3
Brush up on your Excel skills and be ready to demonstrate your proficiency. Since strong Excel skills are a requirement, consider preparing a few examples of how you've used Excel to analyse data or streamline processes in previous roles.
✨Tip Number 4
Network with current or former employees of CDW. Engaging with them can provide valuable insights into the company’s operations and culture, which can help you tailor your approach and stand out during the selection process.
We think you need these skills to ace Partner Investment Team Leader
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in team leadership, financial management, and operations. Use specific examples that demonstrate your skills in managing multiple workstreams and attention to detail.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role at CDW UK. Mention how your background aligns with their values of trust, connection, and commitment, and provide examples of how you've successfully led teams in similar environments.
Highlight Key Skills: Emphasise your strong Excel and financial/documentation skills in your application. Mention any familiarity with tools like Power Automate, Teams, and SharePoint, as these are relevant to the role.
Showcase Continuous Improvement: Discuss any past experiences where you championed continuous improvement or cross-functional collaboration. This will demonstrate your proactive approach and problem-solving abilities, which are essential for the Partner Investment Team Leader 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. Prepare examples of how you've successfully led teams in the past, focusing on your ability to motivate and manage multiple workstreams effectively.
✨Highlight Financial Acumen
Given the financial focus of this role, be ready to discuss your financial and analytical skills. Bring specific examples of how you've handled invoicing, forecasting, or reconciliations in previous positions to showcase your expertise.
✨Emphasise Attention to Detail
Attention to detail is key in this role. During the interview, mention instances where your meticulous nature has helped prevent errors or improved processes. This will demonstrate your suitability for managing partner income and costs accurately.
✨Prepare for Cross-Departmental Collaboration
Since the role involves liaising with various departments, prepare to discuss your experience in cross-functional collaboration. Share examples of how you've worked with finance, marketing, or partner management teams to drive efficiency and reduce risks.
