Small Business Financial Solutions Advisor

Position Summary

BridgePoint is seeking a dynamic and customer‑focused Small Business Financial Solutions Advisor to support clients seeking financing solutions while strengthening and managing key vendor and manufacturer partnerships. This role combines consultative sales, financial acumen, and high‑touch relationship management to guide customers through financing options, collaborate closely with vendors, manufacturers, and distributors of equipment, and ensure seamless communication across internal teams.

The ideal candidate is proactive, persuasive, and detail‑oriented, with a solid understanding of financial products and a genuine commitment to helping clients and vendor, manufacturer, and distributors of equipment partners succeed. This is a true consultative B2B role where your relationship‑building skills, coachability, and performance directly influence your income and career growth.

About BridgePoint Investments

BridgePoint is a dynamic and forward-thinking boutique consulting firm providing back-office services, consulting, and finance services for SMEs. We are committed to fostering growth and development in our clients and their companies, positioning them as leaders within their sectors. Our consultants actively contribute to business development, the hiring process, internal initiatives, and training programs.

We work across a variety of industries and business functions and provide depth and breadth of experience across a set of core duties and responsibilities.

Key Responsibilities

Client Engagement & Sales Support

· Serve as the primary point of contact for customers exploring financing options, including prospecting and engaging new business clients.

· Guide clients through available financing programs by explaining terms, requirements, and application processes in a clear and consultative manner.

· Collect, organize, and review financial documentation to prepare complete client files for lender evaluation and support the full loan application and closing process.

· Maintain consistent communication with clients by providing timely updates, following up on outstanding items, and resolving inquiries with professionalism.

· Analyze client needs to recommend appropriate lending solutions and present business financing options using a consultative sales approach.

· Achieve or exceed sales and referral targets while managing the full sales cycle from initial contact through closing.

Vendor Relationship Management

· Maintain consistent communication with vendors and manufacturers to coordinate financing programs, approvals, and partnership needs.

· Ensure all vendor documentation is accurate, complete, and compliant with financing requirements.

· Lead vendor onboarding and strengthen ongoing relationships to expand financing participation and program adoption.

· Drive new vendor acquisition through targeted prospecting, networking, and strategic outreach.

Internal Coordination (BridgePoint Investments)

· Partner with internal teams to monitor client progress, documentation status, and lender feedback, ensuring smooth handoffs and clear visibility across departments.

· Maintain accurate, up‑to‑date records in CRM and shared platforms, including activity tracking and performance reporting.

· Contribute to weekly team meetings by providing updates on pipeline status, client needs, and operational priorities.

· Uphold all regulatory, policy, and procedural requirements to ensure full compliance throughout the financing process

Qualifications
• Bachelor's degree in Business or Finance preferred.
• An equivalent combination of education and relevant professional experience may be considered instead of a degree.

· 2–4 years of recent experience as a Small Business Banker or similar role.
• Proven experience or track record in sales, customer service, or financial services
• Understanding of basic financial concepts (e.g., credit, lending terms, documentation)
• Ability to manage multiple client relationships and follow up consistently
• Proficiency in CRM systems, Google Workspace, and digital communication tools
• Bilingual (English/Spanish). English is a must

· Demonstrated success in acquiring and growing small business relationships.

· Ability to complete independent pre-screens and cash flow analysis.

Success Traits
• Empathetic and persuasive communicator
• Excellent communication and interpersonal skills
• Collaborative, proactive, and goal-oriented, with a coachable mindset
• Organized and deadline-driven
• Collaborative and responsive across the internal and external teams

· Comfortable with cold outreach

· Strong time management and self-motivation

What the compensation package offers:
• Base salary to provide stable, predictable income
• Uncapped commission structure directly tied to performance
• Additional performance‑based bonuses for exceeding goals
• Clear, merit‑driven career advancement opportunities
• Reliable and consistent payout schedule
• A strong, achievable path to high earnings through combined base pay, commissions, and bonuses

Training, support, and tools:
• Ongoing results-driven training
• Daily coaching and one-on-one mentorship
• Proven sales processes that convert
• Modern CRM tools to track performance and wins
• Fast-paced, team-driven sales environment