Head of Commercial Finance Sales

Remote; San Francisco (CA); Hybrid; USD 104,000 - 174,000; Full time

Benefits offered by this job

Health insurance

401(k) retirement benefits

Life insurance

Disability benefits

Job summary

Pathward is a hybrid, remote-office company focused on growing talent anywhere. The role involves prospecting, qualifying, and closing new accounts, with emphasis on hunting new customers while building relationships within the territory.

You will be responsible for presenting financial products, achieving targets, and collaborating across departments to drive growth and customer retention. Strong communication and analytical skills are essential.

Qualifications

• Bachelor's degree or equivalent education and work experience.
• 8+ years experience in commercial finance fields.
• Experience in commercial finance including structured financing, working capital, equipment financing or insurance premium financing.
• Detail-oriented, customer service-minded and able to work in a fast-paced environment.
• Highly motivated and results driven.
• Ability to multitask and stay organized; excellent communication skills.

Responsibilities

• Acquire and cultivate new business opportunities and analyze market data to guide sales efforts.
• Present and explain financial products and value to prospective clients.
• Meet or exceed volume, margin, fee, and cross-sell targets.
• Build a network of referral sources to identify capital access needs beyond conventional markets.
• Collect required application and financial information to facilitate underwriting and closing.
• Maintain up-to-date knowledge of competitors and products.

Skills

Excellent communication skills

Analytical

Multitasking

Detail oriented

Education

Bachelor's degree

Job description

Pathward is a hybrid, remote-office company focused on growing talent anywhere. The role involves prospecting, qualifying, and closing new accounts, with emphasis on hunting new customers while building relationships within the territory.

You will be responsible for presenting financial products, achieving targets, and collaborating across departments to drive growth and customer retention. Strong communication and analytical skills are essential.