Partner Investment Team Leader

Description

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

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.