Position Summary

This position is responsible for driving growth and revenue through the expansion of previously paid-off clients by delivering an exceptional client experience, uncovering additional funding opportunities, and helping clients navigate their financing needs as they grow.

This role focuses exclusively on re-engaging and reactivating previous clients who have fully repaid their working capital loans. The ideal candidate is enthusiastic about sales and eager to learn and grow in a sales-focused environment, has excellent communication skills, and a consultative approach to selling financial products. This position is onsite at our Minnetonka MN office.

Our Values

These core values shape our team, relationships, business focus, strategy, and growth. Our clients, partners, and employees can count on these values to drive our relationships.

• Camaraderie. We celebrate each other’s efforts and achievements.
• Respect. For peers, partners, and clients.
• Innovation. Connecting the right companies through new ideas, new methods, and new processes.
• Growth. Focused on business, team, and individual development.
• Ease. Our goal is to get clients the funds they need with a quick and easy process.
• Authenticity. Clients and Partners can expect dedication, credibility, and transparency that allows for a fully informed decision at no cost or obligation.

Our Vision

To be an invaluable and enduring partner in the success of our clients and team members.

Our Mission

We deliver innovative and customized financial solutions that enhance our partners’ client relationships and profitability.

key responsibilities

• Achieve sales goals by effectively educating clients on the benefits of reactivating their working capital financing with Channel through a consultative sales approach.
• Request appropriate information from clients to determine eligibility and provide working capital product information, features, and benefits to clients.
• Pipeline Management: Manage a large existing and growing pipeline.
• Prospect former clients through a high outbound volume of calls, emails, etc., with the goal of re-establishing the relationship.
• Maintain accurate records of all sales activities, client interactions, and pipeline status in CRM.
• Performance Analysis & Reporting: Monitor key performance metrics, providing insights and recommendations to optimize partner engagement and sales performance.
• Provide feedback to leadership on trends, objections, and competitive insights.
• Meet and exceed monthly quotas for outreach, engagement, conversion and closed deals.
• Cross-functional Collaboration: Work closely with the credit, funding, and client support teams to deliver a seamless experience from retention through to renewal.
• Problem Solving: Quickly address client concerns or obstacles, turning challenges into opportunities to deepen loyalty.
• Perform other duties as required.

Skills & Specifications

• Relevant experience in financial services, lending, education, consultancy or willingness to learn
• Excellent communication, negotiation, and relationship-building skills
• Ability to work independently and maintain organization in a fast-paced, goal-oriented environment
• Comfortable with high outbound call volumes and managing a large book of business
• Strong client-centric mindset and commitment to exceptional service
• Coachable, adaptable, and comfortable with competition, sales goals and objectives
• Strong analytical and problem-solving abilities
• Entrepreneurial attitude toward understanding client needs and identifying solutions
• Ability to work independently and within a collaborative team environment
• Organized and efficient, with excellent time management skills
• Ability to adhere to a defined sales methodology and retention process

Education & Qualifications

• Bachelors in Business, Finance, or other related field preferred
• Ability to work primarily in-office in Minnetonka, MN

Who is Channel?

We are a leading provider of equipment finance and working capital funding solutions for small businesses, exclusively through Equipment Finance Companies. Utilizing customized technology and business processes, a strong balance sheet, and risk analytics, Channel provides single source financing that supports third-party originators and their customers who have business growth opportunities and a need for capital.

Since its founding in 2009, Channel has originated over 25,000 transactions funding over $3-billion and is one of a limited number of full-service, non-bank lenders successfully filling the gap in small business credit availability. Channel has five office locations in four states and has ranked among the 500/5000 fastest-growing private companies in the U.S. by Inc. magazine for 12 consecutive years.

Why should I apply?

Channel empowers and trains team members at all levels to make quick decisions in service to our relationships and ensuring the flexibility and nimbleness required to compete in today’s marketplace. Channel is the perfect workplace for those who are motivated and have a desire to be part of a fast- growing, agile, and multi-faceted organization where you can make a difference every day. The company offers a rewarding and flexible work environment and encourages innovation and team member development. Benefits include medical, dental, and vision plans plus HSA and FSA options, 4 weeks PTO, an employer-match company 401K plan, life insurance, long-term disability insurance, and remote work flexibility.

The Legalities

Channel Partners is an equal opportunity employer. We consider all qualified applicants without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, national origin, disability, veteran status, marital status, family status or any other basis prohibited by law. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.