Regional Director – Practice Finance
Bitly
full-time
Posted on:
Location Type: Remote
Location: Remote • California • 🇺🇸 United States
Visit company websiteJob Level
Lead
About the role
- Prospect for new clients through various channels, including referral sources, existing customers, and centers of influence
- Collaborate with cross-functional partners to analyze, evaluate, and develop a tailored relationship strategy for each prospective and existing customer
- Attend community and/or industry-specific events to broaden relationship networks and referral sources, and deepen knowledge of trends, practices, services, and the competitive landscape
- Effectively retain and grow long-term profitable “lead” customer relationships
- Plan and conduct relationship strategy and review meetings with internal partners
- Connect customers with internal partners, including the Credit team and other product specialists, to ensure a seamless experience
- Conduct thorough pre-call planning, apply the One Bank Consultative Sales Approach, and ensure timely post-call follow-up
- Partner with internal stakeholders on credit requests and adhere to established portfolio management guidelines
- Continuously monitor customer financial performance, business conditions, and industry trends to ensure credit exposure remains within acceptable risk levels and is appropriately priced
Requirements
- At least five (5) years of sales experience
- Proven track record of driving business growth while delivering an exceptional customer experience
- Strong business acumen in financial analysis, statement review, and basic accounting principles
- Ability to evaluate customer needs and profitability drivers, delivering financial products and services that optimize both business and personal growth
- Effective problem-solving and analytical skills, with the ability to handle and prioritize multiple tasks
- Demonstrated ability to communicate clearly and persuasively, with experience leading in-person negotiations and delivering group presentations
- Leadership influence that drives high-performing teams by championing the organization’s vision, core values, and value proposition
- Proven ability to work in a team-based sales environment
- Proficiency in all Microsoft Office applications
Benefits
- Comprehensive benefits programs
- Differentiated compensation offerings
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial analysisstatement reviewbasic accounting principlesconsultative sales approach
Soft skills
problem-solvinganalytical skillscommunicationnegotiationpresentationleadershipteamwork