Trio Capital is a national provider of small business loans and equipment financing. The Business Development Manager is responsible for establishing and executing sales strategies to develop new partner relationships and achieve sales objectives, while actively managing customer contacts and contributing to product development.
Responsibilities
- Works with sales leaders to identify sales opportunities and key business targets
- Identifies, qualifies and develops new partners and prospects with equipment sellers to establish strong client relationships with new accounts
- Brings on new accounts by working the sales stages and moving from suspect to prospect to customer to partner
- Successfully “sells” customers on the value-add benefits and merit of doing business with Trio Capital for both working capital and equipment finance
- Ensures partners are successfully qualified, onboarded, and moved from prospect to customer status
- Actively maintains partner communications and relationships to ensure retention of existing business and expansion of opportunities as well as referrals
- Acts as primary point of contact for all application submittals, designated account inquiries and problem solving on a day-to-day basis; owns the application to fund workflow, and escalations and exceptions as needed
- Drives product initiatives to expand the growth and success of the dealer relationships
- Works with internal colleagues to ensure products and systems meet client needs and executes campaigns and product rollouts
- Plans, implements, and reports on sales activities, pipeline, and new dealer development
- Collaborates with Credit/Underwriting, Sales Leaders, and Funding Coordinators to get transactions funded
- 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 the Trio credit matrix and processes for funding
Skills
- Self-motivated, team-oriented, problem solving and eager to be part of a rapidly growing business
- Basic understanding of vendor end-to-end sales process, preferably in small to mid-sized ticket (up to $250,000)
- Understands small businesses and how they operate
- Curiosity to understand multiple markets and industries
- Relationship initiation, building and management; strong interpersonal skills
- Strong verbal and written communication skills
- Critical thinker/problem solver
- Sales aptitude, willingness to ask for the business, and ability to bounce back from rejection
- Collaborative team operating style
- Excellent time management/meets deadlines
- High attention to detail and quality
- Enthusiastic and accountable with a strong sense of urgency
- 1+ years selling experience, equipment finance and working capital industries preferred
- Demonstrated track record of meeting expectations and ability to learn new processes
- Able to travel domestically if needed
- 1+ years selling experience, equipment finance and working capital industries preferred
- Bachelor's degree or equivalent education and experience preferred
Benefits
- Medical, dental, and vision plans
- HSA and FSA options
- Life insurance and disability plans
- Generous PTO policy
- Employer-match company 401K plan
- More!
Company Overview
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