Director of Partner Engagement

Build stronger partnerships. Develop high-performing teams. Help small businesses grow.

The Director of Partner Engagement reports to the VP of Operations and leads two key partner teams. This leader establishes strategy, operating rhythm, goals, incentives, budget, and call center KPIs that drive results through outbound and inbound calls, emails, and text.
The team is responsible for Equipment Seller’s deal progression measured by conversion, active doors and ultimately sales volume. Success comes through engaging and acclimating new equipment vendors, training vendor sales associates, and being product & process expert that advocate for Clicklease’s commercial equipment lease product.

The Director partners closely with the Chief Revenue Officer and the National Sales Team on vendor relations and collaborates with Product and Technology to improve sales performance, tools, workflows, and the vendor experience

• →Lead Partner Engagement Strategy: Develop initiatives that strengthen equipment vendor onboarding, activation, engagement, retention, and reactivation.
• →Build High-Performing Teams: Coach, develop, and manage partner-facing employees while establishing clear performance expectations and accountability.
• →Drive Sales and Operational Performance: Use dashboards, sales metrics, forecasting, and operating reviews to improve conversion, productivity, service quality, and sales outcomes.
• →Improve Partner Sales Effectiveness: Develop repeatable sales practices, Partner Success playbooks, and incentive programs that support vendor engagement and deal progression.
• →Collaborate Across the Business: Partner with Revenue, Product, Technology, and Operations to improve processes, tools, automation, and the overall vendor experience.
• →Manage Operational Resources: Oversee approved budgets, staffing plans, forecasts, and operational improvement initiatives.
  
  

• A bachelor's degree from an accredited college or university.
• Experience leading outbound sales, inside sales, call center, or business-to-business sales teams.
• Experience developing scalable sales processes, playbooks, performance measures, and operating routines.
• Experience designing or administering sales incentive programs.
• Experience using sales funnels, call center KPIs, forecasts, and performance reporting to guide decisions.
• Experience developing budgets, staffing plans, and operational forecasts.
• Experience recruiting, coaching, managing, and developing sales employees.
• Experience using CRM platforms, sales engagement tools, call center technology, and reporting applications.
  
  

• Experience in commercial equipment finance, leasing, fintech, or related financial services.
• Experience applying automation, analytics, and artificial intelligence to improve sales operations, coaching, and productivity.
  
  

You'll focus on:

• Establishing consistent team performance reporting and operating reviews.
• Evaluating existing partner onboarding, engagement, and retention practices.
• Building consistent coaching and performance-management routines.
• Identifying opportunities to improve vendor engagement, deal conversion, and team productivity.
• Developing a prioritized operational improvement roadmap with cross-functional partners.