Craig Bradford Associates

Drive vendor referral partnerships, coordinate sales campaigns, and develop financing solutions for equipment leasing. | Requires 5+ years of finance or leasing experience, strong communication skills, and ability to work independently. | Salary: $70K to $90K plus generous commission package Position Summary Drive high-value “NEW” vendor referral partnerships by proactively engaging essential-use equipment resellers and positioning the company as their go-to financing solution. Champion seamless coordination across internal teams to keep deals moving and relationships strong, while consistently operating within established policies and performance standards. Deliver timely insights to leadership and provide responsive, solutions-focused support to vendors and internal stakeholders to fuel growth and maximize opportunity. Qualifications Required: • Bachelor’s degree in Finance or related field; or equivalent work experience • 5+ years of equipment financing/leasing experience • Goal and results oriented • Building net new territory • Ability to work in a team environment • Strong computer skills (MS Office, CRM, etc.) • High degree of attention to detail and ability to multitask Essential Functions & Responsibilities: • Organizes and implements sales campaigns to increase vendor referral business. Campaigns to consist of emails, phone calls, customer visits as needed and attendance at industry trade shows and conferences • Responsible for identifying and soliciting manufactures, dealers, distributors and independent equipment resellers and establishing referral relationships • Ability to uncover customer needs, develop equipment financing solutions and successfully implement through the referring relationship • Assists in identifying vendor referral targets • Ability to calculate interest rates and apply basic concepts of finance • Assists other departments of the company on a temporary basis as needed for peak hours. • Demonstrates and promotes company’s Core Values • Coordinate specific work tasks with other employees within the department as well as with other departments in order to ensure the smooth and efficient flow of information • Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the workplace • Communicate with management and coworkers in order to integrate goals and activities • Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank’s compliance with all regulatory requirements, e.g. Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, etc. • Other duties as assigned Success Factors/Job Competencies: • Goal and results oriented • Organizational and time management skills • Ability to work with little or no supervision • Excellent interpersonal and communication skills • Actively seeks coaching

Lead and grow the Mid-Atlantic practice by developing business strategies, cultivating client relationships, generating new business, and mentoring staff. | 10+ years of public accounting or business development experience with a proven track record in client relations, leadership, and revenue growth. | Location: South New Jersey (Mid-Atlantic Region) Comp: Salary: $125K + $100K+ variable & competitive benefits package included About the Company Our client is a trusted partner for business owners and financial executives, providing strategic financial guidance and advisory services to help organizations achieve sustainable growth. They are seeking a dynamic and driven Director of Client Relations/Business Development to lead their Mid-Atlantic practice, strengthen client relationships, and drive revenue growth across the region. Position Summary The Director of Client Relations/Business Development will serve as both a relationship leader and business developer for the Mid-Atlantic practice. This role is ideal for a professional with Big 4 or 2nd tier public accounting experience who is ready to transition from technical accounting into a business development and client leadership role. The Director will be responsible for cultivating and expanding client relationships, developing new business opportunities, and ensuring the successful delivery of client engagements. Key Responsibilities • Provide leadership and oversight of the Mid-Atlantic practice, including strategy development and execution for regional growth. • Develop and implement business development strategies and tactics to expand market presence and achieve revenue and profitability goals. • Build, cultivate, and strengthen long-term client relationships through frequent communication, networking, and on-site visits. • Generate new business opportunities by identifying target clients, attending networking events, and engaging with financial executives, business owners, and partners (PE, IB, etc.). • Qualify, scope, and close new client engagements by deeply understanding client businesses and industries, identifying solutions, and negotiating terms. • Ensure superior client service delivery and proactive account management. • Mentor, coach, and provide growth opportunities for professional staff. • Play an active role in professional recruiting, including interviewing candidates and managing relationships with external recruiting agencies. Qualifications • Required: Public accounting or public accounting business development experience (Big 4 or 2nd tier preferred). • 10+ years of progressive experience in client relations, business development, or financial advisory services. • Proven track record of driving business growth, building client relationships, and achieving revenue targets. • Strong leadership and team development skills, with experience mentoring professional staff. • Exceptional communication, negotiation, and interpersonal skills. • Established network of business contacts in the Mid-Atlantic region a strong plus. Why This Opportunity? • Opportunity to lead and grow a key regional practice with a respected advisory firm. • Entrepreneurial environment with strong leadership support. • High-growth role designed for professionals ready to move from technical accounting into business development. • Professional growth opportunities in a collaborative, client-focused culture.