Company Information
Equify Financial is a privately‑owned, independent specialty finance company based in Fort Worth, Texas. We tailor and personalize our services for each client to build a strong relationship and a strong future for their business. We are an independent, collateral‑based lender that can service customers at every financial stage of their business. With over 180 years of combined experience in the equipment finance industry, we can provide an extensive amount of knowledge and an in‑depth understanding of our customers’ financial circumstances. We help our clients identify areas of growth and find creative solutions that bring more capital to their businesses. Position Summary
The Sales Support Specialist supports the Regional Sales Managers (RSMs) by managing the early stages of the sales process. The role focuses on qualifying leads, coordinating customer communication, preparing applications, and submitting valuation requests before deals reach credit review. This position ensures the sales pipeline moves efficiently by maintaining accurate data, improving deal flow, and providing complete, organized packages for the operations team. Through strong collaboration and attention to process accuracy, the Sales Enablement Representative helps RSMs focus on building customer relationships and driving revenue growth. Success in this role is measured by lead conversion rates, CRM accuracy, and the timeliness of deal handoffs to credit and operations teams. Key Roles / Responsibilities
Qualify incoming referrals and leads, initiate customer contact, and gather preliminary information to support credit review. Collect and organize required documentation for customers and equipment prior to submission. Coordinate valuation requests and ensure completion before deal handoff. Maintain accurate data in Salesforce to track activity, maintain data accuracy, and support performance reports. Prepare weekly sales reports and scorecards that track performance, pipeline, and activity metrics. Support RSMs with marketing and lead‑generation initiatives. Manage broker, vendor, and dealer onboarding requirements and maintain related records. Collaborate with the operations team to ensure a seamless transition once deals move to credit review. Identify opportunities to streamline pre‑credit workflows and enhance lead management efficiency. Participate in special projects that improve sales efficiency and process consistency. Required Education, Experience, and Qualifications
Bachelor’s degree in Business, Finance, or related field preferred; equivalent experience accepted. Experience in sales support, financial services, or customer engagement preferred. Strong organizational and communication skills with attention to accuracy. Proficiency in Microsoft Office; familiarity with Salesforce and EDA preferred. Ability to manage multiple priorities and meet deadlines in a fast‑paced setting. Self‑driven and team‑oriented with a focus on supporting business growth. Strong analytical and strategic thinking abilities. Experience with cross‑functional or direct teams. Familiarity with OKRs, KPIs, and performance management frameworks. Working Conditions
Prolonged periods sitting at a desk and working on a computer. Must be able to lift 15 pounds at times. Position is required to install equipment, including under desks. Moves throughout the building to access files. Must be able to comprehend and follow written and oral instructions. Must be able to complete tasks even with frequent interruptions. Must be able to use discretion and independent judgment as needed. Must be able to speak clearly on the phone and to fellow workers. Benefits
Competitive Compensation Package Medical + Dental + Vision Coverage 401K + Company Match Life Insurance + Long Term Disability Coverage – 100% Company Paid Health Savings Account (HSA) Gym Reimbursement Program Tuition Reimbursement Program Wellness Check Program – Insurance Premium Discounts EAP Resources Paid Holidays Paid Time Off (PTO) Equal Opportunity Employer
We are an equal opportunity employer. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
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Equify Financial is a privately‑owned, independent specialty finance company based in Fort Worth, Texas. We tailor and personalize our services for each client to build a strong relationship and a strong future for their business. We are an independent, collateral‑based lender that can service customers at every financial stage of their business. With over 180 years of combined experience in the equipment finance industry, we can provide an extensive amount of knowledge and an in‑depth understanding of our customers’ financial circumstances. We help our clients identify areas of growth and find creative solutions that bring more capital to their businesses. Position Summary
The Sales Support Specialist supports the Regional Sales Managers (RSMs) by managing the early stages of the sales process. The role focuses on qualifying leads, coordinating customer communication, preparing applications, and submitting valuation requests before deals reach credit review. This position ensures the sales pipeline moves efficiently by maintaining accurate data, improving deal flow, and providing complete, organized packages for the operations team. Through strong collaboration and attention to process accuracy, the Sales Enablement Representative helps RSMs focus on building customer relationships and driving revenue growth. Success in this role is measured by lead conversion rates, CRM accuracy, and the timeliness of deal handoffs to credit and operations teams. Key Roles / Responsibilities
Qualify incoming referrals and leads, initiate customer contact, and gather preliminary information to support credit review. Collect and organize required documentation for customers and equipment prior to submission. Coordinate valuation requests and ensure completion before deal handoff. Maintain accurate data in Salesforce to track activity, maintain data accuracy, and support performance reports. Prepare weekly sales reports and scorecards that track performance, pipeline, and activity metrics. Support RSMs with marketing and lead‑generation initiatives. Manage broker, vendor, and dealer onboarding requirements and maintain related records. Collaborate with the operations team to ensure a seamless transition once deals move to credit review. Identify opportunities to streamline pre‑credit workflows and enhance lead management efficiency. Participate in special projects that improve sales efficiency and process consistency. Required Education, Experience, and Qualifications
Bachelor’s degree in Business, Finance, or related field preferred; equivalent experience accepted. Experience in sales support, financial services, or customer engagement preferred. Strong organizational and communication skills with attention to accuracy. Proficiency in Microsoft Office; familiarity with Salesforce and EDA preferred. Ability to manage multiple priorities and meet deadlines in a fast‑paced setting. Self‑driven and team‑oriented with a focus on supporting business growth. Strong analytical and strategic thinking abilities. Experience with cross‑functional or direct teams. Familiarity with OKRs, KPIs, and performance management frameworks. Working Conditions
Prolonged periods sitting at a desk and working on a computer. Must be able to lift 15 pounds at times. Position is required to install equipment, including under desks. Moves throughout the building to access files. Must be able to comprehend and follow written and oral instructions. Must be able to complete tasks even with frequent interruptions. Must be able to use discretion and independent judgment as needed. Must be able to speak clearly on the phone and to fellow workers. Benefits
Competitive Compensation Package Medical + Dental + Vision Coverage 401K + Company Match Life Insurance + Long Term Disability Coverage – 100% Company Paid Health Savings Account (HSA) Gym Reimbursement Program Tuition Reimbursement Program Wellness Check Program – Insurance Premium Discounts EAP Resources Paid Holidays Paid Time Off (PTO) Equal Opportunity Employer
We are an equal opportunity employer. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
#J-18808-Ljbffr