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Pathward

Managing Director, Business Development – Working Capital

Pathward

Managing Director for Business Development at Pathward focusing on prospecting and closing new accounts. Emphasis on building relationships and understanding commercial finance solutions.

Posted 6/12/2026full-timeRemote • Arizona, Kentucky, Missouri, Pennsylvania, South Dakota, Tennessee • 🇺🇸 United StatesLead💰 $104,000 - $174,000 per yearWebsite

About the role

Key responsibilities & impact
  • Responsible for prospecting, qualifying, and closing new accounts for the company.
  • Focuses on hunting and selling to new customers while building strong relationships within their territory for future business.
  • Acquire and cultivate new business opportunities and analyzes market research data to guide sale efforts.
  • Effectively present and explain financial products and value to prospective clients.
  • Meet or exceed volume, margin, fee, and cross-sell targets as assigned.
  • Establish and maintain a network of referral sources able to identify capital access needs not currently being addressed in the conventional market.
  • Obtain required application and financial information from borrowers to facilitate underwriting and closing along with appropriately executed documents.
  • Remain up to date on competitors and competitive products.
  • Contribute to the company’s overall production, portfolio performance and reputation while striving to meet or exceed individual goals.
  • Create, manage, and maintain a pipeline to active sales goals.
  • Negotiate and maximize profitability on all new business.
  • Partner and collaborate with other departments to maximize customer growth and retention.
  • Assists in the implementation of company’s marketing plans as needed.
  • Continually refine processes to stay in front of customers in relevant industries.
  • Responsible to build and maintain new and current customers relationships.

Requirements

What you’ll need
  • Bachelor's degree or equivalent education and work experience.
  • 8+ years experience
  • Experience in commercial finance including structured financing, working capital, equipment financing or insurance premium financing
  • Detail-orientated, customer service-minded and comfortable working in a fast-paced environment
  • Highly motivated and results driven
  • Ability to multitask and stay organized is essential
  • Excellent communication skills
  • Demonstrated record of success providing professional, solutions-based sales over the phone
  • Ability to work well under pressure to meet sales goals & deadlines
  • Experience with high call volume (cold calling) is a plus
  • Collaboration
  • Attention to detail
  • Analytical
  • Understanding of financial accounting concepts and entries.

Benefits

Comp & perks
  • health insurance
  • 401(k) retirement benefits
  • life insurance
  • disability benefits
  • paid time off

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 & Tools
commercial financestructured financingworking capitalequipment financinginsurance premium financingfinancial accountingsales goalspipeline managementnegotiationmarket research
Soft Skills
detail-orientedcustomer service-mindedhighly motivatedresults drivenmultitaskingorganizational skillsexcellent communicationcollaborationattention to detailanalytical
Certifications
Bachelor's degree