Regional Sales Representative

About the role

Channel is a leading provider of equipment finance and working capital funding solutions for small businesses, exclusively through Equipment Finance Companies. The Regional Sales Representative will assist in executing the sales strategy to develop partner relationships, expand our Equipment Finance and Working Capital offering, and attain assigned volume growth objectives within a designated territory. This role includes actively managing partner contact, expectations, new product/program development, and the sales pipeline, working closely with the Regional Sales Manager for the assigned territory.

Responsibilities

• Works with Regional Sales Manager to define sales strategy and key business targets for assigned territory
• Identifies and develops partners and prospects within the assigned territory who value a premium product and customer experience
• Works strategically to “understand and connect” Partner’s needs with the value-add benefits of Channel products
• Maintains partner communications and relationships actively to ensure retention of existing business and expansion of opportunities
• Acts as a point of contact for day-to-day partner inquiries and problem-solving, collaborating with the Regional Sales Manager and Inside Sales Manager
• Manages exceptions and escalations as required, ensuring swift resolution
• Manages an active pipeline of open approvals for all lending products
• Identifies, assesses, and solves current and potential problems by analyzing information, reports, and data
• Has a detailed understanding of CPC’s credit matrix, funding processes, and portal
• Runs and reviews a variety of sales and pipeline reports to ensure optimized process efficiency and customer ease of use
• Performs other duties as required

Key Performance Indicators

• Achieving funding volumes for Working Capital and Equipment Finance
• Overall revenue/portfolio performance
• Partner satisfaction
• Increase partner submission, approval, and funding activity

Requirements

• 3-5 years selling experience in equipment finance and leasing
• Demonstrated track record of reaching assigned sales goals
• Bachelor’s or equivalent combination of education and experience
• Able to travel domestically 25%

Skills

• Self-motivated and eager to be part of a rapidly growing business
• Critical thinker and creative problem solver
• Ability to organize and prioritize time to meet deadlines and partners’ needs
• Ability to work effectively both independently and within a collaborative team structure
• Customer-oriented with a proven ability to build and maintain strong partner relationships
• Works well under pressure, maintaining quality and high attention to detail
• Enthusiastic and accountable, with a strong sense of urgency
• Superior communication and interpersonal skills; ability to effectively collaborate cross-functionally
• Strong mathematical aptitude
• Technological aptitude and working knowledge of Microsoft Word, Excel, Outlook, PowerPoint, and Power BI
• Ability to quickly learn and navigate through Channel’s Salesforce system and related technologies

Benefits

• Medical, dental, and vision plans with HSA and FSA options
• Life insurance and disability plans
• Generous PTO policy
• Employer-matched company 401K plan

Pay

$45,000 - $55,000 annually + commission