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Regional Sales Manager – Pacific/Northern California
Equify Financial, LLC. Drive growth across the Pacific / Northern California region .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in structured equipment finance, with a strong ability to source, win, and close equipment loan transactions. Proven track record in delivering tailored financing solutions and maintaining client relationships across multiple states.
Highest-signal resume keywords
Structured Equipment Finance ExperienceSales Target AchievementExceptional Communication SkillsClient Relationship ManagementBusiness Development
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Finance KnowledgeLoan Transaction ManagementMarket Share GrowthValue Proposition PresentationProblem-SolvingCredit AnalysisMarketing PrinciplesManagement PrinciplesSales StrategiesIndustry-Specific Terms
Soft Skills
Self-MotivatedDrivenDisciplinedExceptional Written SkillsPersonal Presentation Skills
Industry Keywords
Equipment FinancingNorthern CaliforniaCustomer ServiceProspectingFace-to-Face MeetingsTraining EventsTrade ShowsConfidential Information SafeguardingPrivacy LawsBusiness Relationships
About the role
Key responsibilities & impact- Drive growth across the Pacific / Northern California region
- Source, win, close, and service equipment loan transactions secured by a wide range of equipment
- Deliver tailored financing solutions and grow market share across the territory
- Travel to prospective and existing customer offices and conduct face-to-face meetings
- Prospect for new relationships using phone, email, and social media
- Provide exceptional service to existing clients
- Understand and articulate complex finance and lease structures
- Generate new business at assigned volume and yield levels
- Identify opportunities, present value propositions, and close deals to meet or exceed sales targets
- Maintain and develop relationships with existing customers and prospects
- Attend training events, sales training, product training, trade shows, and industry-related conferences
- Work with customers across Northern California, Nevada, Oregon, Washington, Idaho, Montana, Alaska, and Hawaii
Requirements
What you’ll need- High school diploma or equivalent is required
- A bachelor's degree in business, finance, or similar degree path is preferred
- A minimum of three to five (3-5) years of industry-related skill, knowledge, or experience in the finance industry, preferably in structured equipment finance
- A proven track record of success is highly preferred
- Strong understanding of sales, credit, marketing, business, and management principles
- Well-versed in industry-specific terms and concepts
- Exceptional written, telephone, and personal presentation skills
- Ability to use logic and reasoning to identify strengths and weaknesses of alternative solutions, conclusions, or approaches to problems
- Ability to consider relative costs and benefits of potential actions to choose or recommend the most appropriate one
- Ability to identify complex problems, review related information, and develop and evaluate options to implement solutions
- Ability to safeguard confidential and protected information covered by privacy laws and company policies
- Self-motivated, driven, and disciplined
- Candidates must reside in Northern CA, NV, OR, WA, ID, MT, AK, or HI
- No sponsorship is offered for this position
- Must be able to lift 15 pounds at times
- 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
Comp & perks- 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)