Director of Partner Engagement
About The Position
The Director of Partner Engagement leads two partner teams and reports to the VP of Operations. The role establishes strategy, operating rhythms, goals, incentives, budgets, and call center KPIs to drive performance through outbound and inbound calls, emails, and texts. The teams support equipment sellers’ deal progression, measured by conversion, active doors, and sales volume, by onboarding and engaging equipment vendors, training vendor sales associates, and serving as experts and advocates for Clicklease’s commercial equipment lease product. The Director works closely with the Chief Revenue Officer and National Sales Team on vendor relations, and collaborates with Product and Technology to improve sales performance, tools, workflows, and the vendor experience. The role is based on-site in Draper, Utah, with a Monday–Friday schedule from 8:00 AM to 5:00 PM MT and travel of up to 20%, primarily for visits with key partners.
Requirements
- Bachelor’s degree from an accredited college or university.
- Experience leading outbound sales, inside sales, call center, or business-to-business sales teams.
- Experience developing scalable sales processes, playbooks, performance measures, and operating routines.
- Experience designing or administering sales incentive programs.
- Experience using sales funnels, call center KPIs, forecasts, and performance reporting to guide decisions.
- Experience developing budgets, staffing plans, and operational forecasts.
- Experience recruiting, coaching, managing, and developing sales employees.
- Experience using CRM platforms, sales engagement tools, call center technology, and reporting applications.
Nice To Haves
- Experience in commercial equipment finance, leasing, fintech, or related financial services.
- Experience applying automation, analytics, and artificial intelligence to improve sales operations, coaching, and productivity.
Responsibilities
- Develop strategies and initiatives to strengthen equipment vendor onboarding, activation, engagement, retention, and reactivation.
- Coach, develop, and manage partner-facing employees while setting clear performance expectations and accountability.
- Use dashboards, sales metrics, forecasting, and operating reviews to improve conversion, productivity, service quality, and sales outcomes.
- Develop repeatable sales practices, Partner Success playbooks, and incentive programs that support vendor engagement and deal progression.
- Collaborate with Revenue, Product, Technology, and Operations to improve processes, tools, automation, and the vendor experience.
- Oversee approved budgets, staffing plans, forecasts, and operational improvement initiatives.
- Establish team performance reporting and operating reviews, evaluate existing partner practices, build coaching and performance-management routines, and develop an operational improvement roadmap.
Benefits
- Medical, dental, and vision insurance.
- Health Savings Account (HSA) and Flexible Spending Account (FSA) options.
- 401(k) with company match.
- Employer-paid short-term disability, long-term disability, and life insurance.
- Paid time off and company holidays.
- Paid maternity leave.
- Professional development and learning opportunities.
- Competitive compensation package, including a performance-based bonus with a target of 20% of annual base salary, paid quarterly.
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What This Job Offers
Job Type
Full-time
Career Level
Director
