BVF Sales Director

Citizens Business Bank•San Jose, CA
•$100,000 - $1,000,000•Onsite

About The Position

The BVF Sales Director is responsible for driving new business growth through team leadership, individual and team production, performance management, strategic planning, training and development, and creation and execution of marketing strategies in the factoring industry. The role also includes leading a high-performing sales team, developing talent, and fostering a collaborative and results-oriented sales culture. This individual will focus on strategic relationships for new business development, expanding market share, proactive outreach, acquiring new clients and referral sources, and maintaining strong client relationships while ensuring their team meets or exceeds sales targets.

Requirements

  • Bachelor's degree (B. A.) from a four-year college or university
  • 15+ years of experience in business development, sales within the factoring, financial services
  • At least 10 years in a leadership role
  • Ability to read, analyze, and interpret common scientific and technical journals, financial reports, and legal documents.
  • Ability to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community.
  • Ability to write speeches and articles for publication that conform to prescribed style and format.
  • Ability to effectively present information to top management, public groups, and/or boards of directors.
  • Ability to work with mathematical concepts such as probability and statistical inference.
  • Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations and interpret and draw bar graphs.
  • Ability to define problems, collect data, establish facts, and draw valid conclusions.
  • Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.
  • Proficient in Microsoft Office Suite, including Word, Excel, PowerPoint, and Outlook.
  • Ability to utilize customer relationship management (CRM) systems, sales tracking tools, and reporting platforms to manage pipeline activity, monitor performance metrics, and support business development efforts.
  • Strong knowledge of factoring, invoice financing, working capital solutions, credit risk management, underwriting practices, and financial analysis.
  • Demonstrated ability to lead, develop, and scale high-performing sales teams while fostering a culture of accountability, collaboration, and results.
  • Proven business development and strategic planning skills, with the ability to develop and execute growth initiatives that drive revenue and market expansion.
  • Exceptional relationship management, networking, negotiation, and influencing skills, with the ability to build credibility and establish trusted partnerships with clients, referral sources, and internal stakeholders.
  • Excellent verbal and written communication skills, with the ability to effectively interact with individuals at all organizational levels and present complex financial concepts in a clear and professional manner.
  • Strong analytical, decision-making, and problem-solving skills, with the ability to balance business growth objectives and prudent credit risk management.
  • Highly organized and self-motivated, with the ability to manage multiple priorities, adapt to changing business needs, and achieve goals in a fast-paced, performance-driven environment.
  • Demonstrated ability to collaborate across departments, lead change, and drive organizational initiatives to successful completion.
  • Results-oriented leader with a proven track record of meeting or exceeding sales, acquisition, and revenue growth objectives.

Nice To Haves

  • Master's degree a plus

Responsibilities

  • Develops and executes strategic sales and business development plans to drive revenue growth, expand market share, and achieve organizational objectives.
  • Identifies, cultivates, and acquires new factoring relationships through proactive prospecting, networking, community engagement, referral partner development, and other business development activities.
  • Builds, maintains, and deepens relationships with clients, referral sources, brokers, and industry partners to support client retention, revenue growth, and new business generation.
  • Leads, coaches, develops, and manages a high-performing sales team by establishing clear performance expectations, providing ongoing feedback and training, and fostering a culture of accountability, collaboration, and results.
  • Recruits, mentors, and retains top sales talent while creating an environment that promotes employee engagement, professional growth, and high performance.
  • Establishes sales goals and performance metrics; monitors individual and team results; analyzes pipeline activity; and implements strategies to improve productivity, conversion rates, and overall sales effectiveness.
  • Coaches team members in business development techniques, relationship management, proposal development, negotiation strategies, and effective sales execution.
  • Maintains expertise in factoring products, underwriting practices, market conditions, industry trends, competitor offerings, and economic developments to identify opportunities and maintain a competitive market position.
  • Collaborates with credit, underwriting, and other internal partners to evaluate prospective clients, structure transactions, manage risk, and ensure timely and effective delivery of financing solutions.
  • Serves as a liaison between prospective clients and internal departments by preparing, presenting, negotiating, and facilitating financing proposals and related documentation.
  • Monitors sales forecasts, pipeline activity, revenue performance, and business development results; prepare reports and recommendations to support strategic planning and decision-making.
  • Utilizes sales data, market intelligence, and business metrics to identify trends, optimize processes, improve operational efficiency, and support long-term growth initiatives.
  • Partners with executive leadership to identify strategic growth opportunities, including mergers, acquisitions, partnerships, and other business expansion initiatives.
  • Performs financial analysis, credit evaluation, and risk assessment activities as necessary to support sound business decisions and prudent portfolio growth.
  • Represents the organization at industry, community, and business events to enhance market visibility, strengthen professional networks, and generate new business opportunities.
  • Complies with, and stays abreast of, all policies and procedures, federal and state laws applicable to the job.
  • Provide, present, and promote the Citizens Experience to all external and internal customers.
  • Other duties as assigned.
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