LendingTree · 3 weeks ago
Sales Manager, Refinance Solutions & Auto Lending
Charlotte, NC
Full-time
Onsite
Senior Level
5+ years expLendingTree is the nation's largest online lending marketplace, connecting customers with multiple lenders for optimal financial choices. The Sales Manager for Refinance Solutions & Auto Lending will oversee the technology stack for auto lending workflows, enhance sales productivity, and support the development of the sales team while ensuring operational efficiency and compliance.
Commercial LendingCreditCredit CardsE-CommerceFinanceFinancial ServicesFinTechLendingMarketplaceMobile Apps
Responsibilities
Administer, synchronize, and optimize the technology stack supporting auto lending workflows—including CRM, telephony systems, lead distribution tools, and lender/partner integrations
Enhance sales productivity by simplifying processes, identifying operational friction, and evaluating tools that support auto loan consultations, refinance workflows, and protection product sales (e.g., GAP, VSC)
Own CRM administration (Salesforce or similar) including configuration, reporting, workflow optimization, and prioritization of auto-specific enhancements
Create and maintain documentation on auto sales processes, partner/lender requirements, product guidelines, sales policies, and training materials (i.e., auto sales playbook). Support onboarding of new sales and operations team members
Collaborate with sales leadership to develop incentive programs, KPIs, and reporting frameworks that improve conversion across auto loan, refinance, and F&I product sales
Generate data-driven insights on lead quality, conversion trends, partner performance, and fulfillment outcomes to guide sales strategy and performance optimization
Own end-to-end sales process visibility and conversion metrics for the auto sales funnel, including lead assignment, consultative outreach, documentation flow, and product attach rates
Partner with sales staff to assist in quota achievement through better tooling, process clarity, automation opportunities, and operational support
Work cross-functionally with marketing and sales teams to refine lead qualification criteria, evaluate campaign performance, and support dashboard/report development
Focus on continuous improvement of auto lending sales processes and enablement, ensuring consistency, accuracy, compliance, and optimal partner alignment
Contribute to enhancing ongoing/renewal processes, including follow-up consults, term adjustments, or additional product opportunities relevant to auto finance customers
Support development and growth of the sales team, including hiring, training, and ongoing skill development with an emphasis on auto lending and protection products
Ensure accurate and timely usage of the CRM system to support forecasting, pipeline reporting, partner program tracking, and audit-ready client activity logs
Qualification
Required
Demonstrated success in sales operations, business operations, revenue operations, or similar roles—ideally within auto finance, lending, refinance, or F&I product environments
Ability to understand high-level auto lending and refinance sales strategies, translate them into system and process requirements, and ensure execution that supports measurable business impact
Proven CRM/Salesforce experience, including configuring auto-specific workflows, building views and reports, optimizing sales processes, onboarding new hires, managing dashboards, and administering Sales/Service Cloud
Track record of driving change and removing operational hurdles in high-growth environments; ability to work cross-functionally with Product, Compliance, Marketing, Finance, and Technology teams
Strong quantitative and analytical skills, with the ability to extract insights from performance data, funnel analytics, partner metrics, and customer behavior
Excellent communication skills, including the ability to present findings and recommendations to executive leadership and cross-functional stakeholders
Strong organizational and project-management capabilities, with experience managing multiple initiatives in a fast-paced environment
Bachelor's degree required
5+ years in sales operations, business operations, revenue operations, or business systems
Experience building or managing a sales ops or enablement team
Preferred
Salesforce Administrator certification is a plus
Experience in auto lending, auto refinance, F&I product sales, or consumer lending is strongly preferred
Benefits
We're a publicly-traded company (TREE).
We've built the LendingTree app and My LendingTree dashboard to give consumers tools to manage and monitor their financial health.
We're a fast-paced company with an entrepreneurial bend.
We work hard and test our products often.
We're collaborative, ambitious, candid and high-energy.
We care more about your smarts than we do about the kinds of clothes you wear (but please, •do• wear clothes to work!).
We're pretty good about rewarding innovation, creativity and the knack for just getting stuff done (we even have an award for employees called the GSD, "Get Stuff Done").
LendingTree is the kind of company that not only promotes diversity and inclusion; we thrive because of these values.
Company
LendingTree
LendingTree is an online lending exchange that connects consumers with multiple lenders who compete for their business.
501-1000 employees
H1B Sponsorship
LendingTree has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (21)
2024 (19)
2023 (21)
2022 (29)
2021 (58)
2020 (61)
Funding
Current Stage
Public CompanyTotal Funding
$650MKey Investors
Apollo
2025-08-21Post Ipo Debt· $475M
2024-03-27Post Ipo Debt· $175M
2008-08-12IPO
Leadership Team
Jason Bengel
Chief Financial Officer
Ian Smith
Chief Operating Officer
Recent News
2026-01-08
Benzinga.com
2025-11-18
Company data provided by crunchbase