Sales Leader

Position Summary: This is a leadership position playing a key role in building, scaling, and driving the national growth strategy for a US equipment finance platform. This role combines strategic leadership, business development, and portfolio management to deliver profitable, sustainable growth across lower and middle-market segments.

The role will oversee end-to-end execution—from originating and structuring complex transactions to leading go-to-market strategy, managing key client relationships, and ensuring strong risk-adjusted returns. Operating at an enterprise level, this leader will play a critical role in shaping product strategy, building market presence, and fostering a high-performance, client-centric approach.

Essential Duties and Responsibilities include the following.Other duties may be assigned.

Strategic & Market Leadership

• Define and execute the national growth strategy for the equipment finance product line, focused on vendor programs.
• Translate strategic objectives into actionable sales, distribution, and market coverage plans.
• Maintain deep expertise in industry trends, competitive dynamics, and emerging opportunities to inform strategy and product evolution.
• Represent the organization at industry forums and conferences to enhance market presence and generate insights.

Business Development & Revenue Growth

• Leverage an established network to generate new vendor programs and expand market share nationwide.
• Originate, structure, and close small-, mid-, and large-ticket equipment finance transactions across diverse industries.
• Consistently deliver on, and exceed, revenue, volume, and profitability targets.
• Identify share-of-wallet opportunities and drive cross-selling initiatives across the client portfolio.

Client Relationship Management

• Build and maintain strong, long-term relationships with strategic and high-value clients and referral partners.
• Serve as a trusted advisor, delivering tailored financing solutions aligned to client needs and business objectives.
• Manage and grow complex client portfolios, optimizing retention, satisfaction, and profitability.
• Act as an escalation point for complex client issues, ensuring timely and effective resolution.

Deal Structuring & Execution

• Lead the structuring, negotiation, and execution of complex, high-value vendor programs and transactions.
• Oversee credit approvals, pricing coordination, and deal execution in collaboration with Credit, Risk, and Operations teams.
• Ensure alignment between client needs, risk appetite, and business objectives.
• Apply sound judgment to balance growth with portfolio quality and risk management requirements.

Cross-Functional & Enterprise Leadership

• Partner with internal stakeholders across Risk, Credit, Operations, and Product to deliver integrated client solutions.
• Influence product design, pricing strategies, and operational processes to enhance competitiveness and scalability.
• Provide strategic reporting and insights to senior leadership on performance, market trends, and client outcomes.
• Operate as a subject matter expert and advisor to senior leaders across the organization.

Risk, Governance & Performance Management

• Ensure adherence to regulatory requirements, internal policies, and risk frameworks.
• Take measured risks aligned to the organization’s risk appetite while protecting assets and ensuring portfolio quality.
• Monitor portfolio performance and proactively optimize returns, including ROE thresholds.
• Drive disciplined performance management and accountability across the function.

Leadership Profile

• Enterprise mindset with the ability to operate both strategically and tactically in a high-growth environment.
• Proven builder with success launching or scaling equipment finance or specialty lending platforms.
• Strong deal-maker with advanced origination, structuring, negotiation, and closing capabilities.
• Influential leader who fosters collaboration, accountability, and a high-performance culture.
• Customer-centric, data-driven decision maker with strong business and financial acumen.

Qualifications:

• Extensive experience in equipment finance, corporate banking, or specialty lending sales and relationship management.
• Proven track record of originating and closing complex transactions and managing vendor programs.
• Established network within the middle-market and equipment finance ecosystem.
• Deep understanding of credit structuring, risk management, and portfolio optimization.

Education/Experience:

Bachelor’s degree in Business, Finance, Accounting, or related discipline (or equivalent experience).

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The above job description is not intended to be an all-inclusive list of duties and standards of the position. Incumbents will follow any other instructions, and perform any other related duties, as assigned by their supervisor.