Director of Financial Services

Our client, a global leader in industrial equipment manufacturing, is seeking a Director of Financial Services to build and lead innovative equipment financing programs that drive growth and enhance customer experience. Working closely with the CFO and executive leadership, this person will bridge the gap between lenders and buyers, providing strategic financing solutions that help customers acquire multimillion-dollar equipment. The ideal candidate thrives at the intersection of finance, strategy, and customer partnership, with deep expertise in equipment or vendor financing.

Salary Additional Benefits:

• $140,000 Bonus
• Employer Paid Benefits for Employee Dependents
• 401k – Company Match

Location: Conroe, TX

Type of Position: Direct Hire

Responsibilities:

• Develop and manage Equipment Financing Programs with lenders in the U.S. and Canada, creating new programs as needed and maintaining existing ones.
• Maintain and strengthen relationships with current lenders; evaluate the need for new partners based on market demand and establish relationships accordingly.
• Ensure financing structures are compliant, efficient, and customer focused.
• Handle end-customer financing in the U.S. and Canada
• Partner with the Sales team during the deal cycle to educate customers on available financing options.
• Join Sales teams at trade shows and industry events to promote financing services and strengthen customer relationships.
• Create and deliver presentations, webinars, and educational content to both new and existing customers, showcasing financing solutions that support purchasing decisions.
• Serve as a trusted post-sale advisor, ensuring a seamless financing experience from initial consultation through funding.
• Maintain and strengthen partnerships with existing lenders while evaluating and onboarding new financial partners to meet growing demand.
• Negotiate terms and agreements with lenders, ensuring optimal rates and structures for customers.
• Oversee credit review processes, financing documentation, and coordination between customers and lenders.
• Partner with Marketing to develop content and campaigns that highlight financing solutions across digital and social platforms.
• Collaborate with internal teams to align financing programs with broader sales strategies and business objectives.

Requirements:

• Bachelor’s Degree in Engineering, Finance, Business, or related discipline.
• 5 years in industrial equipment financing, vendor finance, or capital equipment sales, with a proven record of building and managing lender partnerships and structuring complex financing programs.
• Advanced knowledge of Microsoft Office Suite (Excel and PowerPoint); experience with CRM systems and SAP preferred.
• Demonstrated ability to balance hands-on deal execution with long-term financial strategy. Proven success leading cross-functional initiatives and collaborating with senior leadership.
• Skilled communicator who can confidently represent the organization at industry events, trade shows, and in front of customers and lenders.
• Strong financial modeling and analytical skills, including the ability to calculate and interpret discounts, interest, profit and loss, commission, and pricing structures.
• Able to thrive in a fast-paced, entrepreneurial environment while managing multiple priorities with a high degree of autonomy and accountability.
• Upholds company standards related to safety, ethics, and operational excellence.
• Willingness to travel domestically and internationally for trade shows, customer visits, and lender meetings as needed.

Due to the high volume of applications we typically receive, we regret that we are not able to personally respond to all applications. However, if you are invited to take the next step in the process, you will typically be contacted within one week of submitting your application.