Vantage Sales Associate

Peoples Bank•Minnetonka, MN

5d•Onsite

About The Position

This position is responsible for assisting senior sales executives and team leads in executing vendor finance programs, supporting deal flow, coordinating documentation, and maintaining excellent communication with clients and internal teams. The ideal candidate is highly organized, responsive, and eager to learn the equipment leasing business while contributing to the success of a high-performance sales team. This is an excellent opportunity to build foundational industry knowledge and grow into a more senior sales role over time.

Requirements

Bachelor’s degree or equivalent experience in Business, Finance, or a related field
1–3 years of experience in a sales support, customer service, or operations role
Proficiency with Microsoft Office and CRM platforms (e.g., Salesforce)
Excellent communication, time management, and organizational skills
Team-oriented and dependable
Proactive, detail-oriented, and accountable
Strong interpersonal and client service skills
Ability to prioritize and handle multiple tasks under tight deadlines
Willingness to learn and take initiative

Nice To Haves

Exposure to equipment leasing, commercial lending, or vendor finance programs
Experience working in a fast-paced, client-facing environment
Interest in growing into a full sales or account management role

Responsibilities

Support senior sales reps in managing active vendor programs, tracking deal activity, and ensuring timely follow up with vendors and end users.
Help prepare quotes, proposals, and finance applications under guidance from the lead rep or team.
Coordinate with vendors and customers to gather necessary information and documentation.
Track lease opportunities in the CRM and ensure data accuracy for reporting and forecasting.
Liaise with internal credit, operations, and documentation teams to help move deals efficiently through the pipeline.
Monitor key deal milestones and proactively flag issues or delays to the sales team.
Assist in day-to-day support of vendor finance programs, including maintaining pricing schedules, documentation templates and approved program parameters.
Respond to vendor inquiries promptly and professionally.
Ensure consistent execution of vendor program guidelines and service standards.
Support outbound and inbound communication with vendors and end-users to answer basic questions and relay information to the appropriate team member.
Represent the company with professionalism and a service-first attitude during all external interactions.
Maintain accurate client and deal data in CRM systems.
Run reports and prepare summaries for team leads or managers as needed.
Help with scheduling calls, managing calendars and coordinating virtual or in-person meetings.
Perform special projects as assigned.