Hybrid Sales Execution and Program Management Originator 2

Posted 1 hour ago

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About the role

  • Sales Execution Originator in Trade & Working Capital Finance executing strategic initiatives and optimizing client engagement for revenue growth.

Responsibilities

  • Act as the central coordination lead for execution of traditional trade and supply chain finance programs, partnering with internal teams to ensure activities from mandate through funding stay on track.
  • Maintain oversight of timelines, deliverables, and issues, proactively communicating updates, delays or risks to clients and key stakeholders.
  • Drive sales enablement through the design and delivery of educational and sales campaigns across regions and client segments; create client-facing materials and playbooks to accelerate adoption and usage.
  • Manage asset distribution and participations, run bid processes, negotiate allocations, and execute documentation with bank and non-bank lead arrangers to broaden reach and optimize economics.
  • Partner cross-functionally with Sales Origination, Portfolio Management, Relationship Management, Credit, Legal, Operations, and Product to ensure governance alignment and policy compliance.
  • Monitor program health by tracking performance metrics, produce executive-ready insights, and support renewals, amendments, and program upsizes that deepen client engagement and revenue.
  • Optimize workflows and sales processes by streamlining handoffs, removing friction, and capturing client feedback to inform product enhancements and automation opportunities.
  • Support end-to-end management of strategic sales programs, including planning, execution, and post-implementation reviews.
  • Originate add-on opportunities within existing programs by identifying expansion paths, new supplier cohorts, and distribution channels.
  • Uphold risk and control standards by maintaining documentation, reconciliation, and audit readiness, proactively resolving exceptions and ensuring data integrity across core systems.
  • Serve as a client-facing advisor through direct client and supplier engagement while maintaining relationships with lead arrangers to ensure successful execution and adoption.
  • Support client and market engagement through firm representation at Trade and Working Capital industry and client conferences.
  • Act as a liaison between sales, technology, compliance, and operations to ensure alignment and execution of strategic priorities.
  • Facilitate workshops, training sessions, and stakeholder meetings as needed.

Requirements

  • Bachelor’s degree
  • Fundamental understanding of Trade and Working Capital Finance
  • 10 or more years of related experience
  • Ability to travel up to 25%
  • Strong knowledge of Commercial Letters of Credit, Documentary Collections, Standby Letters of Credit, Receivable Purchasing and Supply Chain Finance products including go-to-market strategies, program implementation and management, transaction pricing and sales
  • Proven commercial credit skills and ability to effectively work with Credit and Relationship Managers
  • Outstanding attention to detail and ability to manage multiple projects/tasks simultaneously
  • Demonstrated business development and negotiation skills including a proactive and persistent sales approach
  • Excellent strategic and analytical abilities and strong communication skills
  • Highly proficient in Salesforce, MS Excel, MS PowerPoint and MS Word.

Benefits

  • Healthcare (medical, dental, vision)
  • Basic term and optional term life insurance
  • Short-term and long-term disability
  • Pregnancy disability and parental leave
  • 401(k) and employer-funded retirement plan
  • Paid vacation (from two to five weeks depending on salary grade and tenure)
  • Up to 11 paid holiday opportunities
  • Adoption assistance
  • Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Job title

Sales Execution and Program Management Originator 2

Job type

Experience level

SeniorLead

Salary

$148,495 - $174,700 per year

Degree requirement

Bachelor's Degree

Location requirements

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