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Clicklease

Equipment leasing fintech with same-day funding

Director of Partner Engagement

Business Development & PartnershipsConfirmed live in the last 24 hours
Full-timeDraper, UT, USA$120k - $150k /yr

About the Job

Requirements

  • A 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 key performance indicators, 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 customer relationship management platforms, sales engagement tools, call center technology, and reporting applications.

Responsibilities

  • Develop initiatives that strengthen equipment vendor onboarding, activation, engagement, retention, and reactivation.
  • Coach, develop, and manage partner-facing employees while establishing 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.
  • Partner with Revenue, Product, Technology, and Operations to improve processes, tools, automation, and the overall vendor experience.
  • Oversee approved budgets, staffing plans, forecasts, and operational improvement initiatives.
  • Establish strategy, operating rhythm, goals, incentives, budget, and call center key performance indicators for results through outbound and inbound calls, emails, and text messages.
  • Lead teams responsible for equipment seller deal progression, measured by conversion, active vendor locations, and sales volume.
  • Engage and acclimate new equipment vendors, train vendor sales associates, and serve as a product and process expert who advocates for Clicklease's commercial equipment lease product.
  • Partner with the Chief Revenue Officer and National Sales Team on vendor relations, and collaborate with Product and Technology to improve sales performance, tools, workflows, and the vendor experience.
  • Establish consistent team performance reporting and operating reviews; evaluate partner onboarding, engagement, and retention practices; build coaching and performance-management routines; identify improvements to vendor engagement, deal conversion, and team productivity; and develop a prioritized operational improvement roadmap with cross-functional partners.

Desired Qualifications

  • 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.

About the Company

Clicklease

Equipment leasing fintech with same-day funding

Clicklease provides equipment leasing financing for small businesses by partnering with equipment vendors to offer affordable payment plans. Vendors refer customers to Clicklease, which runs a fast application with instant approval and same-day funding; customers can track their lease, and vendors are paid on the same day. It differentiates itself by approving customers regardless of credit, enabling inclusive lending, plus fast, transparent processing that boosts vendor cash flow and online conversion. Its goal is to help small businesses access affordable equipment financing, grow vendor sales, and keep the funding process clear and speedy.

Company size
201-500
Company stage
Series A
Total funding
$73M
Headquarters
Draper, UT
Founded
2018

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