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Equify Financial, LLC

Regional Sales Manager – Pacific/Northern California

Equify Financial, LLC

. Drive growth across the Pacific / Northern California region .

Posted 10/30/2026full-timeRemote • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit
Core 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

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Applicant 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)