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Senior Relationship Manager, Vendor Finance

Canon Financial Services · Burlington, NJ, USA ·

Pay:
$92,210-$138,080/yr
Job type:
Full Time

About this position
Senior Relationship Manager, Vendor Finance

Canon Financial Services in Burlington, NJ is currently seeking a Senior Relationship Manager, Vendor Finance (Sr Specialist, Rel Dealer Ch). This role will support the Vendor Finance Department and has the primary responsibility to grow the Dealer base while also managing existing Vendor Finance Dealer Relationships. You will be the primary liaison to manufacturers, dealers and customers, handling all aspects of client interaction and transaction execution, negotiating and preparing documentation, and ensuring adherence to CFS programs. Objectives are achieved by working closely with management and support teams to deliver best‑in‑class services. Achievement of sales volume results, application activity and sales activity goals is required.

This position is eligible for a generous and competitive commission plan.

This position is full time and offers a hybrid work schedule requiring presence in the office on Wednesday and Thursday, with an option to work from home the remainder of the week. Work schedules and office reporting requirements may change based on business needs.

Your Impact

Expand the Vendor Finance Dealer network and solicit new business in existing and new markets.

Work with owners, sales and sales management within accounts to understand decision‑making processes and uncover company needs.

Use professional, creative persuasion and repetitive sales efforts to onboard new dealers to use CFS’s leasing services.

Provide communication to management to ensure understanding of financing needs in the marketplace.

Understand competitive products and prices offered by other leasing companies and update management on any market conditions that could impact competitiveness.

Provide solutions to dealers and customers by offering CFS financing services.

Help dealers efficiently use the CFS funding platform for their business.

Demonstrate capability by performing selling and service related activities quickly, accurately and efficiently.

Increase New Business Volume and application activity in existing accounts to grow the Vendor Finance territory.

Collaborate closely with team members by sharing work, using best practices and educating to deliver excellent service.

Develop and maintain strong relationships with counterparts within each dealership to drive new leasing business.

Organize and maintain training materials, individual records, spreadsheets, talk tracks and other work materials.

Use Salesforce to track sales calls, activities, follow‑up tasks and new opportunities for appropriate next steps.

Use and maintain the Salesforce database through activity history and sales coding to ensure detailed knowledge of territory dealers.

Support dealer sales efforts with marketing materials by interfacing with support teams.

Take an active role in learning CFS systems, methods and processes to become more knowledgeable.

Use best practices for day‑to‑day activities.

Understand and possess a working knowledge of the Vendor Finance channel’s equipment, primary use cases, customer types and vertical markets.

Support department projects and objectives such as Dealer Productivity tools, new versions of the CFS Dealer Portal and beta testing plans.

Use sales campaigns, quarterly promotions and other means to enhance relationships and better understand dealers’ leasing behaviors.

Provide best‑in‑class service throughout the entire origination process with external dealers and customers as well as internal Canon departments.

Communicate the CFS leasing process and services to dealers and end‑user customers through webinars, virtual presentations and prepared in‑person sales talks.

Provide accurate weekly sales forecast updates and support department projects.

Participate in select industry trade shows, dealer meetings and channel partner events.

Always represent Canon in the best, professional manner to highlight our history and strong brand reputation.

Provide lease product, lease promotion, and general lease process sales training to the Vendor Finance dealer base on an ongoing basis.

Document all transactions using Nexus and other CFS systems to ensure accurate application entry.

Support the sales cycle by documenting lease transactions for customer signature.

Develop relationships directly with customers to encourage repeat business.

Maintain a high level of service by following policies and procedures and reporting necessary changes.

Escalate topics or transactions swiftly and efficiently, communicating the current situation and potential solutions.

Work efficiently across the organization to satisfy Dealer and Customer requirements by coordinating with Credit, Customer Service, Pricing, Tax and other teams.

Possess and demonstrate a thorough understanding of T‑Value software and HP financial calculator use to price lease transactions.

Support general education for newer team members.

Demonstrate a proactive approach to developing new relationships in the dealer community.

Grow and develop the Vendor Finance territory.

Participate in department and company projects as needed.

Support change management initiatives, including testing and development of new dealer efficiency tools, website, e‑commerce and beta testing with dealer community.

About You: The Skills & Expertise You Bring

Bachelor’s Degree required.

Proven relationship management skills in the leasing industry.

Team player with high energy, positive outlook and professional demeanor who takes initiative.

Proficient in finance structures and programs utilized in leasing industry.

Proficiency of credit concepts.

Strong math aptitude, organizational skills and attention to detail.

Excellent communication and presentation skills – both written, verbal and group.

Strong computer skills including advance knowledge of TValue, Excel, PowerPoint, Salesforce, Nexus and Leasewave.

Travel up to 10% to trade shows, dealer visits and customer visits.

3+ years of Dealer Finance Sales experience required.

5+ years of transactional finance experience required.

Travel up to 50% nationwide as required.

Individual must possess a clean valid state driver’s license to obtain the position.

This position requires driving, therefore a valid driver’s license and acceptable driving record are necessary; must remain in compliance with company safety guidelines and policies.

We are providing the anticipated salary range for this role: $92,210 - $138,080 annually. This role is eligible for commissions under the terms of an applicable plan.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.

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