Financial Marketing Consultant
Thompson Machinery, La Vergne, TN, United States
About Us
At Thompson Machinery, we’ve been powering progress since 1944. We are the go-to Caterpillar dealer for Middle and West Tennessee and North Mississippi.
What You Will Do The
Financial Marketing Consultant
works closely with the Sales department to develop and maintain long‑lasting customer relationships. This role leverages proven communication, analytical, and problem‑solving skills to deliver effective financial quoting and sales support solutions that maximize the return on business and sales transactions. In addition to sales support, this position plays a key role in financial operations, including accounting, treasury, tax, internal controls, planning, budgeting, and forecasting, ensuring alignment between financial strategy and business objectives. This position may be based out of LaVergne, Nashville (Briley Parkway), or Memphis.
Essential Duties & Responsibilities
Establish goals and metrics for the department staff to ensure effective processing and placement of customer finance packages.
Evaluate credit risks and coordinate lending packages to appropriate financial institutions for the sales force, including credit assessments, documentation, financing quotes, system inputs, marketing programs implementation, and financial institution documentation.
Recommend and implement finance program strategies to enhance sales and profitability.
Mentor sales representatives and support personnel to ensure targeted goals and objectives are met.
Provide financial consulting to customers and sales force to optimize profitability.
Track funding at financial institutions for Thompson Machinery machine sales.
Basic Qualifications
Bachelor’s degree in Business, Finance, Economics, Mathematics, or a related field preferred.
Minimum of 3‑5 years of professional finance experience, including supervision and direct lending experience.
Visionary with ability to influence and execute strategic direction.
Excellent interpersonal skills to establish working relationships across multiple departments and organization levels.
Familiarity with Office 365.
Strong documentation skills.
Ability to absorb and retain information quickly.
Ability to present ideas in a user‑friendly language.
Highly self‑motivated and directed.
Proven analytical and problem‑solving abilities and keen attention to detail.
Strong written, oral, and interpersonal communication skills.
Ability to prioritize and execute tasks in a high‑pressure environment.
Experience working in a team‑oriented, collaborative environment.
Benefits We believe that great benefits are more than just perks—they’re essential for employee well‑being and success.
The Basics
Various medical plan options, including a no‑cost option
Vision and dental insurance
Employer‑paid short‑term and long‑term disability insurance
Employer‑paid basic life insurance
401(k) matching
Profit sharing
Eight paid holidays annually
Initially up to 15 days of paid time off annually with increase after five years of service
Employee Assistance Program (EAP)
What Sets Us Apart
Competitive pay
Exposure to world‑class CAT training and development
Tuition reimbursement
Tool purchase assistance
Annual stipend toward purchase of work boots
Company incentive bonus program
Paid veteran holiday annually to all service members
Training and development programs
Work uniforms and professional cleaning services
Financial wellness programs
Thompson Machinery offers competitive salaries and a complete benefits package. Compensation for this position will be commensurate with candidate experience and background. Thompson Machinery is an equal opportunity employer: Minorities/Women/Veterans/Disabled.
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What You Will Do The
Financial Marketing Consultant
works closely with the Sales department to develop and maintain long‑lasting customer relationships. This role leverages proven communication, analytical, and problem‑solving skills to deliver effective financial quoting and sales support solutions that maximize the return on business and sales transactions. In addition to sales support, this position plays a key role in financial operations, including accounting, treasury, tax, internal controls, planning, budgeting, and forecasting, ensuring alignment between financial strategy and business objectives. This position may be based out of LaVergne, Nashville (Briley Parkway), or Memphis.
Essential Duties & Responsibilities
Establish goals and metrics for the department staff to ensure effective processing and placement of customer finance packages.
Evaluate credit risks and coordinate lending packages to appropriate financial institutions for the sales force, including credit assessments, documentation, financing quotes, system inputs, marketing programs implementation, and financial institution documentation.
Recommend and implement finance program strategies to enhance sales and profitability.
Mentor sales representatives and support personnel to ensure targeted goals and objectives are met.
Provide financial consulting to customers and sales force to optimize profitability.
Track funding at financial institutions for Thompson Machinery machine sales.
Basic Qualifications
Bachelor’s degree in Business, Finance, Economics, Mathematics, or a related field preferred.
Minimum of 3‑5 years of professional finance experience, including supervision and direct lending experience.
Visionary with ability to influence and execute strategic direction.
Excellent interpersonal skills to establish working relationships across multiple departments and organization levels.
Familiarity with Office 365.
Strong documentation skills.
Ability to absorb and retain information quickly.
Ability to present ideas in a user‑friendly language.
Highly self‑motivated and directed.
Proven analytical and problem‑solving abilities and keen attention to detail.
Strong written, oral, and interpersonal communication skills.
Ability to prioritize and execute tasks in a high‑pressure environment.
Experience working in a team‑oriented, collaborative environment.
Benefits We believe that great benefits are more than just perks—they’re essential for employee well‑being and success.
The Basics
Various medical plan options, including a no‑cost option
Vision and dental insurance
Employer‑paid short‑term and long‑term disability insurance
Employer‑paid basic life insurance
401(k) matching
Profit sharing
Eight paid holidays annually
Initially up to 15 days of paid time off annually with increase after five years of service
Employee Assistance Program (EAP)
What Sets Us Apart
Competitive pay
Exposure to world‑class CAT training and development
Tuition reimbursement
Tool purchase assistance
Annual stipend toward purchase of work boots
Company incentive bonus program
Paid veteran holiday annually to all service members
Training and development programs
Work uniforms and professional cleaning services
Financial wellness programs
Thompson Machinery offers competitive salaries and a complete benefits package. Compensation for this position will be commensurate with candidate experience and background. Thompson Machinery is an equal opportunity employer: Minorities/Women/Veterans/Disabled.
#J-18808-Ljbffr