Bitly

Small Business Finance Specialist

Bitly

full-time

Posted on:

Location Type: Office

Location: Columbus • Ohio • United States

Visit company website

Explore more

✨ AI Apply
Apply

Salary

💰 $54,400 - $111,500 per year

About the role

  • Use the consultative sales process to build a thorough customer profile and identify short- and long-term financial needs
  • Effectively manage a book of business of Provide customers
  • Maintain an in-depth knowledge of products/services and recommend appropriate solutions using our value proposition
  • Articulate the advantages of obtaining financing through a technology-enabled, industry-specific lender to doctors and referral sources
  • Prospect to business customers and set appointments for periodic financial reviews, including outbound calls to your book of business
  • Establish close working relationships with One Bank partners to refer customers when appropriate and provide timely and holistic financial solutions
  • Analyze global cash flow, collateral structure, and all other aspects of an application to determine whether it warrants submission to our Underwriting team
  • Develop a deep understanding of the organization’s credit policy
  • Craft clear and concise deal write-ups to streamline credit submissions
  • Complete administrative responsibilities in a timely manner
  • Assist the Outside Sales team as needed with loan proposal presentations

Requirements

  • Minimum of two years of sales experience, preferably in practice finance
  • Proven ability to build new and existing client business and provide a positive client experience
  • Strong business acumen, including detailed analysis, review of financial statements, and understanding of basic accounting principles
  • Ability to assess client needs, drivers of profitability, and corporate/personal lifecycle-optimizing financial solutions
  • Effective problem-solving and analytical skills with the ability to handle and prioritize multiple tasks
  • Demonstrated strong verbal and written communication skills
  • Demonstrated alignment with the organization’s vision and core values, through personal actions and leadership influence, to promote high-performing work groups
  • Proven ability to work in a team-based sales environment
  • Proficiency in all Microsoft Office and Google Apps software
Benefits
  • health insurance
  • 401(k) matching
  • flexible work hours
  • paid time off
  • incentive compensation plan
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
sales experiencefinancial analysisreview of financial statementsunderstanding of accounting principlescredit policy knowledgedeal write-upsloan proposal presentations
Soft Skills
client relationship buildingproblem-solvinganalytical skillsverbal communicationwritten communicationteam collaborationorganizational skills