Team Leader - Equipment Finance Sales
| Req Number: | W0XWS5 |
| Location: | Remote - United States |
| Posted: | 12/15/2025 |
| Category: | Financial : Asset Management |
| Job Type: | Permanent |
| Compensation: | USD 225,000.00 - 250,000.00 Yearly - Plus Incentives |
Equipment Finance Organization is seeking a Team Leader – Equipment Finance Sales Team Leader is responsible for driving growth in the OEM and dealer channels while leading sales consultants. This role involves developing and executing strategic sales plans to drive revenue growth, expand market share, and achieve organizational goals. The Team Leader – Equipment Finance Sales will act as a key member of the leadership team, providing management, direction, and vision for their sales team. The successful candidate will develop and implement business development strategies, innovate throughout the customer lifecycle, utilize data and cutting-edge technology and overall enhance the productivity and capabilities of these teams.
This is an exciting opportunity for an experienced equipment finance sales leader to strategically enhance profitability within a strong and growing organization backed by a strong balance sheet and long-term vision.
Key responsibilities include business development, sales management, lead generation, marketing, sales budgeting and reporting, achieving group sales and operational goals, developing sales plans, selecting and implementing a CRM system and strategic planning for the Company's sales strategy.
To meet this objective, the Team Leader – Equipment Finance Sales will have the following core responsibilities:
▪Responsible for identifying, developing, structuring and closing equipment finance opportunities that are originated through direct-calling efforts, as well as internal bank partners, and achieving the assigned financial objectives.
▪Engage with C-level decisions makers.
▪Responsible for growing business presence and market share in the designated market, and within targeted segments.
▪Deliver timely, cost-effective and compelling lease proposals and finance solutions uniquely structured for financing transactions for all clients.
▪Engage with all functional internal departments to include but not limited to: Credit, Asset Management, Operations, Legal and Syndication, to ensure appropriate responses for all lease proposals issued.
▪Assume full sales cycle responsibility including (but not limited to) business development and prospecting, managing existing and prospective client relationships, structuring of transactions in-line with product offerings, residual and pricing guidelines, utilize credit philosophy and review customer financial statements, collection of appropriate information relating to customers & lease transactions, including packaging for syndication, pricing of transaction to meet business objectives, close transactions plus maintenance of the client management system
▪Group Sales Goals - Achieves group goals and objectives set for customer retention, close rates and new business volume. Achieves group goals and objectives set for gross margins and the profitability of new business
▪Sales Leadership - Coordinates and directs Sales Team staff toward completing their objectives efficiently and profitably. Mentors and develops the sales skills of all members their team. Active involvement in leadership roles inside our company and within our industry.
▪Customer Relationship Management - Develops and maintains a group of strong, established customer relationships. Actively works to develop new customer relationships and assists members of the Sales Team with relationship development. Develops methods to cross sell additional Company services and products to existing customers
▪Sales Management- Works to define and train the Sales Team on a highly effective sales process. Use experimentation and data to generate new ideas to continually refine our sales process and improve our closing rate. Coaches’ sales personnel in overcoming objections and obstacles in our sales process
▪Marketing / Lead Generation - Contributes to lead generation activities by attending conferences, trade shows and customer visits. Use experimentation and data to identify new cost-effective lead sources for the sales process. Leads the preparation and delivery of customer presentations and other marketing materials.
▪Strategic Planning - Makes valuable contributions to the Company's strategic planning process, sales and marketing strategies. Use customer knowledge to identify opportunities or future trends that will impact the Company's business
PROFESSIONAL EXPERIENCE / QUALIFICATIONS
Experience:
■Bachelor's degree in business, marketing or in a relevant field
■5 – 8 year experiences in a leadership or sales and marketing role, preferably in a related industry
■Strong leadership and strategic planning skills
■Strong customer relationship building skills
■Above average written and oral communication skills to interact with customers, prospects and sales team
■Proven sales management skills
■Proven marketing skills and a demonstrated ability to generate sales leads
Qualifications – Knowledge, Skills and Attributes:
■Broad understanding of, and experience in, the equipment finance industry.
■Expertise in working in a "fast growth" business segment.
■Very strong interpersonal communication skills, complemented by both excellent verbal and written communication.
■Expert presentation and public speaking skills.
■Strong relationship management and negotiation skills.
■Strong organizational skills and detail orientation, as well as analytical skills.
■Demonstrated complex contact negotiation/creation skills.
■Ability to work remotely and independently.
■Ability to influence and drive complex initiatives and manage logistics with internal stakeholders.
■Ability to travel within assigned territory, as required.
■Ability to analyze/understand leading technologies and companies.
■Demonstrated ability to win relationships.
■Deep understanding of associated KPI and business drivers
■Fluency with the creation and interpretation of business data sets geared towards critical evaluation of results
■Willingness to effect changes in service of innovation and operating leverage
■Aligns and mobilizes resources to deliver sustainable results
■Communicates crisply and candidly
■Strong followership
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Korn Ferry shall provide equal employment opportunity to all qualified candidates, and will refer candidates without regard to race, color, religion, national origin, sex, age, disability, veteran status or any other legally protected basis. Artificial Intelligence tools may be used in connection with the recruitment process for this position.
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