Small Business Finance Specialist

Bitly

Practice finance specialist assisting doctors in achieving financial goals through financial solutions. Building relationships and analyzing financial data for a dynamic financial services company.

Posted 5/22/2026full-timeRemote • Ohio • 🇺🇸 United StatesJuniorMid-Level💰 $54,400 - $111,500 per yearWebsite

About the role

Key responsibilities & impact

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

What you’ll need

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
Bonus points for: Bachelor’s degree in finance, economics, or mathematics
Formalized basic credit training or equivalent credit risk experience
Underwriting experience

Benefits

Comp & perks

comprehensive benefits programs
differentiated compensation offerings

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

sales experiencefinancial analysisreview of financial statementsbasic accounting principlescredit trainingcredit risk experienceunderwriting experiencedeal write-upsfinancial solutionsprospecting

Soft Skills

client experienceproblem-solvinganalytical skillscommunication skillsteamworkbusiness acumenrelationship buildingtime managementleadership influenceprioritization

Certifications

Bachelor’s degree in financeBachelor’s degree in economicsBachelor’s degree in mathematics