Senior Relationship Manager, Vendor Finance

Canon Financial Services•Mount Laurel Township, NJ

2d•Hybrid

About The Position

Canon Financial Services, Inc. (CFS) is seeking a Senior Relationship Manager, Vendor Finance to support its Vendor Finance Department. This role is primarily responsible for growing the Dealer base and managing existing Vendor Finance Dealer Relationships. The Senior Relationship Manager will serve as the main liaison to Manufacturers, Dealers, and Customers, handling all aspects of client interaction, including transaction execution, negotiation, and documentation review to ensure adherence to CFS programs. The position requires achieving and exceeding sales volume, application activity, and sales activity goals, and is eligible for a competitive commission plan. This is a full-time, hybrid position requiring office presence on Tuesdays and Wednesdays, with the option to work from home the rest of the week, subject to business needs. The office location will change from Mount Laurel, NJ to Burlington, NJ in the summer of 2026.

Requirements

Bachelors’ Degree required
Proven relationship management skills in the leasing industry
Team player with high energy, positive outlook and professional demeanor who takes initiative
Proficient in finance structures and programs utilized in leasing industry
Proficiency of Credit concepts
Strong math aptitude, organizational skills and attention to detail
Excellent communication and presentation skills – both written, verbal and group
Strong computer skills including advance knowledge of TValue, Excel, Powerpoint, Salesforce, Nexus and Leasewave
3+ years of Dealer Finance Sales experience is required
5+ years of transactional finance required
Individual must possess a clean valid state driver's license in order to obtain the position.
This position requires driving, therefore a valid driver's license and acceptable driving record are necessary.
Must remain in compliance with company safety guidelines and policies.

Responsibilities

Expand the Vendor Finance, CFS Dealer network by soliciting new business in existing and target new markets.
Solicit new business from Vendor Finance Dealers, working with owners, sales, and sales management to understand their needs and decision-making processes.
Use professional persuasion and sales efforts to onboard new dealers to CFS’s leasing services.
Communicate financing needs in the marketplace to CFS management.
Understand competitive products and prices offered by other leasing companies and update management on market conditions.
Provide solutions to dealers and customers by offering CFS financing services.
Ensure dealers efficiently use the CFS funding platform and understand other key dealer funding process attributes.
Perform selling and service-related activities quickly, accurately, and efficiently.
Increase New Business Volume and Application activity from existing accounts to grow the Vendor Finance assigned territory.
Collaborate with team members by sharing work, using best practices, and educating to deliver excellent service.
Develop and maintain strong relationships with dealership counterparts to drive new leasing business.
Organize and maintain training materials, individual records, spreadsheets, talk tracks, and other work-related materials.
Use Salesforce to track sales calls, activities, follow-up tasks, and new opportunities.
Maintain the Salesforce database through activity history and sales coding for detailed territory knowledge.
Support dealer sales efforts with marketing materials by interfacing with the support team.
Take an active role in learning CFS systems, methods, and processes.
Use best practices for day-to-day activities.
Understand the Vendor Finance channel’s equipment, use cases, customer types, and vertical markets.
Support department projects and objectives, such as Dealer Productivity tools, new CFS Dealer Portal versions, and beta testing.
Use sales campaigns, quarterly promotions, and other means to enhance relationships and persuade dealers to use Canon’s leasing and financing services.
Provide best-in-class service throughout the origination process with external dealers, customers, and internal Canon departments.
Communicate the CFS leasing process and services to dealers and end-user customers via webinars, virtual presentations, and in-person sales talks.
Provide accurate weekly sales forecast updates and support department projects and assignments.
Participate in and attend select industry trade shows, dealer meetings, and channel partner events.
Represent Canon professionally to highlight its history and brand reputation.
Provide lease product, promotion, and general lease process sales training to the Vendor Finance dealer base.
Document all transactions using Nexus and other CFS systems for accurate application entry and follow-up.
Support the sales cycle by documenting lease transactions for customer signature.
Develop direct customer relationships to encourage repeat business.
Maintain a high level of service by following policies and procedures and reporting necessary changes.
Escalate topics or transactions swiftly and efficiently by communicating the situation and potential solutions to management.
Work efficiently across departments (Credit, Customer Service, Pricing, Tax, etc.) to facilitate lease transactions, collections support, and issue resolution.
Possess and demonstrate a thorough understanding of T-Value software and HP financial calculator use for pricing lease transactions.
Support general education for newer team members.
Demonstrate a proactive approach to developing new relationships in the dealer community and related sales organizations.
Grow and develop the Vendor Finance territory.
Participate in department and company projects as needed.
Support change management initiatives, such as testing and development of new dealer efficiency tools, websites, e-commerce, and beta testing.