Senior Finance Specialist – Sales

This is a fully remote position, open to applicants in United States.

📋 Description

• Identify, develop, and oversee financing opportunities within designated regions, industry segments, and origination channels.

• Emphasize relationships with vendors and referral sources.

• Propel funded volume through proactive management of relationships, business development, transaction structuring, and customer engagement.

• Act as a trusted advisor to vendors, customers, and referral partners.

• Oversee the financing process from the identification of opportunities through to funding.

• Conduct outbound lead and follow-up calls to potential and existing dealers/end users.

• Manage inbound sales lead calls.

• Establish and nurture dealer relationships.

• Address and overcome technical and business objections from prospective customers.

• Engage in training sessions to enhance global understanding of processes.

• Foster and maintain relationships with key staff and management.

• Meet monthly/quarterly sales quotas and activity requirements.

• Maintain an account development sales funnel utilizing a contact management system.

• Generate sales quotes and determine pricing for dealers and transactions.

• Input credit applications and review decisions while adhering to company policy.

• Create and provide finance documents.

• Train dealers on all web technologies offered by Navitas.

• Report directly to the VP of Sales or the SVP of Sales.

⛳️ Requirements

• Bachelor's degree.

• Over 5 years of Business to Business sales experience.

• More than 3 years of industry experience.

• At least 1 year of experience in Navitas sales.

• In-depth knowledge of Equipment Finance Pricing and Documentation.

• Currently meets or exceeds Navitas Production Metrics.

• Excellent communication skills.

• Ability to function effectively in a team environment.

• Proficient in identifying and resolving problems promptly.

• Skilled in gathering and analyzing information.

• Capability to evaluate personal strengths and weaknesses.

• Actively seek training and development opportunities.

🏝️ Benefits

• Comprehensive health benefits.

• Competitive salary with performance-based bonuses.

• Opportunities for professional development and growth.

• Flexible work arrangements.