Managing Director, Business Development – Working Capital

Posted Sep 4

This is a fully remote position, open to applicants in Arizona, +5 more states.

📋 Description

• Identify, qualify, and secure new accounts for the organization.

• Generate and nurture new business opportunities while analyzing market research data to inform sales strategies.

• Present and articulate the benefits of financial products to potential clients.

• Achieve or surpass designated volume, margin, fee, and cross-selling objectives.

• Develop and sustain a network of referral sources by identifying capital access needs that are overlooked by the conventional market.

• Gather application and financial details from borrowers to streamline underwriting and closing processes, ensuring all documents are correctly executed.

• Remain informed about competitors and their offerings.

• Contribute to overall production, portfolio performance, and the company's reputation while meeting or exceeding personal targets.

• Establish, manage, and maintain a sales pipeline that aligns with active sales goals.

• Negotiate terms to maximize profitability on new business opportunities.

• Work collaboratively with other departments to enhance customer growth and retention.

• Support the implementation of company marketing initiatives as required.

• Enhance processes to remain engaged with customers in relevant industries.

• Build and sustain relationships with both new and existing clients.

• Perform additional responsibilities as assigned.


⛳️ Requirements

• Bachelor's degree or equivalent education and professional experience.

• A minimum of 8 years of relevant experience.

• Background in commercial finance, including structured financing, working capital, equipment financing, or insurance premium financing.

• Strong attention to detail, a customer service orientation, and comfort in a fast-paced environment.

• Highly driven and results-oriented.

• Ability to juggle multiple tasks while maintaining organization.

• Excellent verbal and written communication skills.

• Proven track record of successful, solutions-oriented sales over the phone.

• Capability to perform well under pressure to achieve sales objectives and deadlines.

• Experience with a high volume of calls (cold calling) is an advantage.

• Team collaboration skills.

• Strong attention to detail.

• Analytical capabilities.

• Understanding of financial accounting principles and entries.


🏝️ Benefits

• Annual performance-based incentive opportunities.

• Health insurance coverage.

• 401(k) retirement plan benefits.

• Life insurance options.

• Disability benefits.

• Paid time off.

• Comprehensive benefits package for eligible employees.

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