Accion Opportunity Fund · 5 hours ago
Director, Equipment Finance Channel Partnerships
United States
Full-time
Remote
Senior Level, Lead/Staff
$114K/yr - $155K/yr
8+ years expAccion Opportunity Fund is a financial services non-profit that provides small business owners with access to capital and resources. The Director, Equipment Finance Channel Partnerships will lead business development and referral partnership growth focused on equipment financing for small businesses, responsible for building and scaling referral relationships that generate equipment leasing and loans.
FinanceFinancial ServicesNon Profit
Responsibilities
Lead acquisition of new equipment-focused referral partners that generate consistent deal flow for loans and leases capped at $350K
Leverage existing relationships with manufacturers, distributors, wholesalers, franchise vendors, and equipment dealers to drive immediate production
Identify and pursue vertical-specific opportunities in medical equipment, restaurant & hospitality, retail, franchise systems, and light industrial/trade equipment
Serve as the primary relationship owner for equipment-finance referral partners, with clear accountability for production and performance
Drive partner activation through structured onboarding, training, and ongoing engagement focused on deal flow and conversion
Collaborate with partners to align on credit criteria, and quality of applications to maximize approval rates
Own referral pipeline and funded volume targets tied to equipment leasing, term loans, and SBA-supported equipment financing
Track and report on referral volume, approval rates, funded loans, and portfolio quality
Lead Quarterly Partnership Reviews (QPRs) focused on performance, optimization, and growth opportunities
Partner with credit, operations, and analytics teams to ensure smooth execution from referral to funding
Work with Marketing to develop equipment-specific partner materials, co-branded campaigns, and dealer enablement tools
Collaborate closely with UW and Risk teams to align underwriting guidelines with partner expectations
Provide market feedback to senior leadership on equipment trends, partner needs, and competitive dynamics
Qualification
Required
5+ years of experience in equipment financing, leasing, across small business lending, with strong understanding of deal structures under $350K
8+ years in sales, business development, or referral partnerships, preferably in equipment finance or adjacent lending ecosystems
Established network of equipment dealers, manufacturers, distributors, franchise vendors, or financial referral partners
Proven experience sourcing and converting referral leads into funded loans or leases
Strong knowledge of mission-critical equipment financing for sectors such as medical, restaurant/hospitality, retail, franchises, and light trade
Results-driven mindset with comfort being measured against production and funded volume goals
Excellent relationship-building, negotiation, and communication skills
Ability to operate in a fast-paced, growth-oriented, mission-driven environment
Highly organized, proactive, and able to manage multiple partner relationships simultaneously
Comfortable working independently in a remote, collaborative team environment
Preferred
Familiarity with HubSpot, Salesforce, and Asana
Benefits
Competitive salary commensurate with experience.
An environment that values work-life balance and monthly remote work reimbursements.
100% company-funded Medical, Dental, Vision, Life & Disability coverage for employees (Based upon your plan selection). 90% company-funded dependent coverage (Based upon your plan selection) as well as Flexible Spending Accounts.
Voluntary benefits with payroll deduction for Supplemental Life & AD&D insurance and legal plans.
Tax deferred & Roth 403(b) Retirement Plan with employer match.
Unlimited paid vacation days, 12 paid holidays, 1 floating paid holiday, 10 Sick days, and paid parental leave.
Company
Accion Opportunity Fund
Accion Opportunity Fund is a nonprofit firm that provides funds to mall businesses.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$3.15MKey Investors
Truist FoundationCommunity Development Financial Institutions Fund
2023-05-05Grant· $1.5M
2023-04-10Grant· $1.65M
Leadership Team
Luz Urrutia
Chief Executive Officer
Nicole Van Der Tuin
Chief Experience Officer
Recent News
2025-09-16
2025-09-15
2025-08-18
Company data provided by crunchbase