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Provide front line field based sales of finance
products for a global technology manufacturer and its reseller channel. Develop
and maintain relationships with the manufacturer’s direct sales teams and
resellers in an assigned geographic territory. Handle all aspects of sellers’ and
end user customer interaction in the field including negotiate lease terms,
pricing and facilitate the necessary credit information to underwrite
transactions. Participates in planning for business segment and strategic
programs. Responsible for monthly/annual new business production and margin
budget for assigned territory. Work within designated market segments and
provide the necessary expertise to protect assets from potential fraud and
Essential Job Functions
EFD Vendor Finance equipment finance and leasing products and services to the manufacturer’s direct sales teams and
resellers in an assigned geographic territory.
in-person marketing calls with direct and reseller sales teams in assigned
territory. Expected to visit all assigned dealers and resellers multiple
times each year.
presentations to sales teams and end users to support manufacturer
programs and financing promotions.
and nurture manufacturer and reseller relationships to continuously
improve financing penetration through superior service levels.
with manufacturer, resellers and end users on new credit applications to
obtain required underwriting information for new business development.
transaction structuring between end user, manufacturer, reseller, and EFD
Credit to maximize credit approvals.
and collaborate with internal EFD partners/stakeholders throughout the
entire transaction process. This process includes, but is not limited to, timely
credit approvals, accurate documentation generation, booking, funding and
adherence to compliance protocols.
with end user C-Level executives while in complex, dynamic and highly competitive sales campaigns
- Participate in
manufacturer and reseller sales activities and meetings.
as necessary in the processing of transactions through the funding
to use equipment finance and leasing software.
to accurately forecast monthly new business volume in assigned territory.
with equipment finance and leasing credit underwriting methods including
scorecard driven and financial statement driven methodologies.
to participate in manufacturer strategy planning and execution for
to participate in annual budgeting and forecasting with respect to
other duties as assigned.
Equal Employment Opportunity Policy
- Bachelor's Degree Business and
or equivalent work experience
- Minimum 7-10 years of
technology/finance focused sales experience with demonstrated success
achieving sales objectives.
- Vendor relationship and sales
territory management experience
- Expert in transaction
management, negotiations, structuring, pricing, and closure
- Established business
development, pipeline management, and forecasting skills
- Proven ability to work
collaboratively and productively within a cross-functional team.
- Strategic thinker with proven
ability to establish goals and meet them.
- Demonstrated ability to balance
multiple competing priorities.
- Sense of urgency combined with
strong collaboration and teamwork abilities
- Strong verbal and written
Bank of the West is an Equal Opportunity employer and proud to provide equal employment opportunity to all job seekers without regard to any status protected by applicable law. Bank of the West is also an Affirmative Action employer - Minority / Female / Disabled / Veteran.
Bank of the West will consider for employment qualified applicants with criminal histories pursuant to the San Francisco Fair Chance Ordinance subject to the requirements of all state and federal laws and regulations.
Primary Location: United States-North Carolina-General NCJob Type: Full-timeJob: Sales and Sales Related