Your Talent, Your Terms | Results, Recognition and Rewards
Travelers Financial Solutions’ culture is results, recognition and rewards based, with a focus on achieving results in a high performing team environment.
Travelers Financial Solutions (TFS), as part of the Travelers Financial Group of Companies, partners with marketplaces and businesses to grow auto, consumer and commercial equipment captive finance programs in the US and Canada.
Our mission and purpose are to be our partner’s first choice by making acquisition financing easy while providing a wide range of financing solutions.
We also partner with other lenders to create a cascading credit continuum allowing our partners to offer a full credit suite to their respective customers.
Together, through our core principles, we help our partners to achieve revenue growth and captivate additional sources of revenue.
Reports to: TFS Managing Partner and/or CEO
TFS is an equal opportunity employer and believes in providing a diverse and inclusive workplace where all team members have an opportunity to succeed.
As part of the leadership team and reporting to the Managing Partner of TFS, in collaboration with the other senior leaders and partners, the Director, Business Development of Partner Programs will be responsible and accountable for the growth of TFS’ business in Partner Programs. The position will focus on identifying opportunities within our current markets as well as help create new growth strategies in areas of cascading credit and captive finance programs with a focus on new commercial agreements and joint venture opportunities, not yet developed.
Discover, qualify and commit new customers and partners to all the services offered at TFS, with the express goal of expanding, developing and monetizing our business lines in Canada and US:
Identify present and future business opportunities with new customers in the captive finance or cascading credit markets
New business development by prospecting, qualifying, and closing new partner programs
Co-manage onboarding new programs you developed in new markets and co-manage the ongoing relationships
Use your existing network within the commercial equipment space for opportunities and partnerships
Work with the leadership team to negotiate transactions and deal structuring with thoroughness and attention to detail, while also effectively meeting deadlines and managing complex and heavy workloads
Work with leadership team to gather documentation and information for post-closing monitoring of programs and service level agreements
Assist in developing and execute the company’s sales strategy to achieve sales targets and revenue goals.
Build out the design and strategy for related net new partnerships, joint ventures, and referral arrangements:
Author formal business plans and memorandums
Develop and publish strategies to grow our current sector penetration
Identify new markets and sectors to drive additional growth
Operationalize new programs in collaboration with the leadership and operations teams
Design and publish metrics and analytics to best support partnerships and overall customers
Design a composition and analysis of in-depth financial models to support the growth of the business
Relationship management – nurture and develop relationships with key customer accounts:
Develop strong business relationships with both senior management and day to day contacts in all markets that TFS can serve
Work with management in developing compelling solutions for client and marketplace requirements
Provide business advice in a consultative and effective manner
Address customer issues/concerns in an accurate and timely manner
Work closely with clients to understand the business needs and to explore opportunities for growth
Maintain strong relationships with existing customers for business retention
Stay abreast of recent industry trends and share insight gained from sector with colleagues with internal stakeholders to position the broader group for success and to aid in new product development initiatives
Reporting – measure, monitor and report:
Measure and monitor performance
Identify problems and highlight opportunities
Conduct business reviews with clients on a periodic basis by providing insight to customers
Qualifications, knowledge and experience
A strong sense of integrity, professionalism and a results-oriented attitude to continually improve processes and systems, enhance efficiency, and contribute to overall organizational success
You are competitive while always adhering to the company’s core values
Results driven and action oriented
Proven track record in sourcing, analysis, partner management, negotiation, due diligence and successfully closing in any of the above
Advanced communication, negotiation and interpersonal skills
Exceptional ability to develop and cultivate strategic relationships
Proven track record of developing long term relationships
Have the ability and proven track record to work at the C suite level through to mid level management
Extensive and existing relationships in the equipment finance or supporting lender community with experience in obtaining and completing RFI and RFPs related to our services or like type services
Particular focus working with lenders as a vendor and partner for services in the asset backed lending space as well as partnership with major national vendors and/or dealers
Must have B2B and B2C sales experience as vendor or lender to the commercial equipment sector
Advanced skills with Microsoft Excel, Word, Outlook and PowerPoint
5+ years of sales management experience
Knowledge of SalesForce is an asset
University degree in a related field (Economics, Commerce, or Finance)
Exceptional communication and interpersonal skills, with the ability to build relationships and negotiate effectively with customers and stakeholders at all levels.
Analytical mindset with proficiency in using CRM systems, sales analytics tools, and Microsoft Office.
Ability to travel as needed to meet with customers, and attend industry events
What we offer
Leaders who support your development
Opportunity to take on progressively greater accountabilities
Ability to make a difference and lasting impact
Option to work in office (Vancouver, BC), hybrid, or remote (for most roles)