Small Business Finance Specialist

Job not on LinkedIn

🕒 May 22

🏈 Ohio – Remote

🏈 Ohio – Remote

💵 $54.4k - $111.5k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

💸 Financial Planning and Analysis (FP&A)

Apply Now

Find Similar Remote Jobs

Receive Emails For Remote Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

Bitly

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2008

☁️ SaaS

🏢 Enterprise

🛍️ eCommerce

SaaS • Enterprise • eCommerce

Bitly is a comprehensive digital platform that specializes in URL shortening and QR Code generation to optimize brand engagement and customer connections. With customizable short links, dynamic QR Code solutions, and mobile-friendly landing pages, Bitly enables businesses to easily manage and analyze their digital interactions. Their platform integrates with multiple services and supports industries including retail, consumer packaged goods, healthcare, financial services, and education, offering scalable solutions for businesses of all sizes. With over a decade of experience, Bitly connects millions globally by enhancing communication and interaction through advanced analytics and tracking tools.

📋 Description

• Use the consultative sales process to build a thorough customer profile and identify short- and long-term financial needs • Effectively manage a book of business of Provide customers • Maintain an in-depth knowledge of products/services and recommend appropriate solutions using our value proposition • Articulate the advantages of obtaining financing through a technology-enabled, industry-specific lender to doctors and referral sources • Prospect to business customers and set appointments for periodic financial reviews, including outbound calls to your book of business • Establish close working relationships with One Bank partners to refer customers when appropriate and provide timely and holistic financial solutions • Analyze global cash flow, collateral structure, and all other aspects of an application to determine whether it warrants submission to our Underwriting team • Develop a deep understanding of the organization’s credit policy • Craft clear and concise deal write-ups to streamline credit submissions • Complete administrative responsibilities in a timely manner • Assist the Outside Sales team as needed with loan proposal presentations

🎯 Requirements

• Minimum of two years of sales experience, preferably in practice finance • Proven ability to build new and existing client business and provide a positive client experience • Strong business acumen, including detailed analysis, review of financial statements, and understanding of basic accounting principles • Ability to assess client needs, drivers of profitability, and corporate/personal lifecycle-optimizing financial solutions • Effective problem-solving and analytical skills with the ability to handle and prioritize multiple tasks • Demonstrated strong verbal and written communication skills • Demonstrated alignment with the organization’s vision and core values, through personal actions and leadership influence, to promote high-performing work groups • Proven ability to work in a team-based sales environment • Proficiency in all Microsoft Office and Google Apps software • Bonus points for: Bachelor’s degree in finance, economics, or mathematics • Formalized basic credit training or equivalent credit risk experience • Underwriting experience

🏖️ Benefits

• comprehensive benefits programs • differentiated compensation offerings