Executive Sales Officer – Equipment Finance

This is a fully remote position, open to applicants in California, +4 more states.

📋 Description

• Identify, prospect, and cultivate new business opportunities through direct outreach, networking, and referrals.

• Establish and maintain robust relationships with middle-market clients and influential centers.

• Forge internal alliances to explore financing options with both new and existing clients.

• Initiate equipment finance transactions across diverse industries and asset categories.

• Assess transaction opportunities, taking into account client financial status, structure, and overall compatibility.

• Collaborate with credit, documentation, and operations teams to guarantee high service levels and effective risk management.

• Manage and expand an active pipeline to achieve or surpass annual production and portfolio growth targets.

• Stay informed about market trends, competitive factors, and variations in client credit quality.

• Address transaction-related issues, client service concerns, and deal execution promptly and professionally.

• Operate autonomously while effectively representing the organization in the marketplace.

⛳️ Requirements

• At least 5+ years of sales experience in equipment finance or a related commercial finance sector.

• Documented success in equipment finance originations.

• Comprehensive understanding of equipment finance products, pricing, and transaction structures.

• Fundamental knowledge of credit, financial statements, and transaction risk evaluation.

• Demonstrated capability to build a pipeline through cold calling, referrals, networking, and relationship cultivation.

• Excellent communication, presentation, and negotiation abilities.

• Capacity to work independently in a remote setting.

• Proficiency in Microsoft Office applications, including Word, Excel, and Outlook.

• Familiarity with SuperTRUMP, TValue, CRM platforms, or similar tools is advantageous.

• Bachelor’s degree is preferred.

🏝️ Benefits

• Flexible remote work arrangement.

• Direct sales and relationship-building position with middle-market clients.

• Opportunity to represent the organization within the marketplace.

• Collaboration with internal teams and exposure to cross-functional initiatives.