Vantage Sales Associate
Minnetonka, MN - USA
Job Summary
Build Your Future Here:
Thinking of changing jobs or starting your career at a growing company Well you are in the right place. Vantage Financial is focused exclusively on helping businesses grow by providing equipment financing for companies in a variety of industriesand by working tirelessly on behalf of vendors and their customers. Our corporate culture attracts rewards and provides growth opportunities for all employees. Join us and we will work together to help you achieve your career goals just like we help thousands of clients reach their financial goals.
Vantage Financial headquartered in Minnetonka MN is a division of Peoples Bank one of the largest 150 banks in the United States with 130 full-service bank branches in Ohio West Virginia Kentucky Virginia Washington D.C. and Maryland.
We are proud to share national accolades that celebrate Peoples Banks culture and recognize us as a great place to bank and work:
- American Banker Best Banks to Work For inand 2025
- Top Workplaces USA national award inand 2026
- Newsweeks Americas Greatest Workplacesand 2026
- Forbes Americas Best Banks 2024 and 2025
- Forbes Best-in-State Banks. 2025 and 2026
- TIMEs Americas Growth Leaders 2026 award winner
At Vantage Financial we know that there is more to life than work. But we also understand that the quality of the work environment and employee benefits can greatly impact an associates life. Thats why we seek to create a great benefits package for our associates including: 401(k) retirement plan with an employer match employee stock purchase plan various education assistance programs paid vacation and holidays and much more. For full details of our benefits offerings please visit: Purpose
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.
Job Duties
- Sales Support
- 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.
- Coordinator with vendors and customers to gather necessary information and documentation.
- Deal Coordination
- 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.
- Vendor Program Execution
- 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.
- Client Interaction and Communication
- 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.
- Administrative & CRM Maintenance
- 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.
- Will perform special projects as assigned.
Education Job Skills and Qualifications
- Bachelors degree or equivalent experience in Business Finance or a related field
- 13 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
- 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
- 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
Basic Qualifications
- Bachelors degree or equivalent experience in Business Finance or a related field
- 13 years of experience in a sales support customer service or operations role
Equal Opportunity Employer M/F/Disabled/Vet;
If you are unable to complete this application due to a disability contact to ask for an accommodation alternative application process or other inquiries.
Required Experience:
IC