What are the responsibilities and job description for the Relationship Manager - (Outside Sales in Los Angeles, Sacramento or San Diego County Area) position at FortiFi?

Job Description

Salary : $65k - $75k yearly / DOE

Outside Sales Relationship Manager

Who We Are :

FortiFi (formerly Energy Efficient Equity) is a growing specialty lender providing secured financing in the Property Assessed Clean Energy (PACE) sector for both residential and commercial properties. Founded in 2015, FortiFi has grown to become a leading player in the PACE sector headed by a seasoned management team with an extensive amount of specialty finance.

Were growing our team of smart, dedicated, passionate people looking to make a difference not only in the finance space, but in the communities around us!

Who We Are Seeking :

We are looking for a motivated and dedicated Outside Sales - Relationship Manager ("RM") to join our team in the dynamic PACE Finance industry. This role is essential to FortiFi's mission of expanding our market influence and strengthening our connections with valued clients. As a Relationship Manager, you will play a key part in advancing our companys vision and strategic goals by building lasting, trusted relationships. Your responsibilities include driving sales growth, fostering customer loyalty, and effectively coordinating with both internal teams and external clients. This position calls for strong interpersonal communication, time management, and collaboration skills, along with a natural ability for building rapport and understanding customer needs.

Our regular business hours commence at 9am - 9pm, Monday Friday and 10am - 6pm on Saturdays. This position is full time and will require 40 hours a week, the work schedule will be determined by your manager and may include the occasional holiday, depending on business needs.

Duties & Responsibilities :

Proactively engage with new and existing customers to expand the Companys business relationships and revenue opportunities.
Spend approximately 70% of time outside the office on sales calls and direct customer engagements.
Prioritize long-term profitability and uphold integrity and honesty in all interactions.
Communicate effectively with clients and the public about the Companys values, products, and services, both in individual and group settings.
Identify and qualify new prospects through consistent outreach and cold calls to potential clients focusing on targeted opportunity areas.
Develop and maintain favorable relationships with new and existing customers to drive revenue growth.
Assist with the development and implementation of programs aimed at increasing revenue and profitability through identified efficiencies and savings.
Create organic opportunities for the Company through existing contacts and cultivating new networking relationships in approved asset classes.
Evaluate potential opportunities against the Companys investment criteria using standard analytical methods.
Contribute to the creation of presentations and proposals to support business development efforts.
Perform market research to aid in marketing literature development.
Provide tailored solutions to address client needs and challenges.
Prepare and submit sales reports to management on a regular basis as required.
Research and recommend long- and short-term business strategies to management, focused on expansion, marketing, and potential product lines.
Regularly update and maintain the Customer Relationship Management (CRM) system.
Meet or exceed established sales goals and objectives in alignment with managements expectations.
Assist in coordinating the contractor approval process and onboarding training for new contractors.
Must live and regularly meet with clients in person anywhere within assigned territory.
Car insurance the meets or exceeds local requirements.
Ability to travel more than 70% within designated market.
Perform additional responsibilities as assigned to support overall business objectives.

Skills & Qualifications :

Communicate tactfully and effectively, verbally and in writing.

Ability to assist and direct others.

Strong interpersonal relationship skills.

Highly organized with a strong attention to detail.

Ability to work as part of a team in a fast-paced environment.

Assume accountability for areas of responsibility.

Prioritization skills with capacity to efficiently manage multiple responsibilities.

Ability to maintain strict confidentiality regarding proprietary company information and trade secrets.

Empathetic, patient, and understanding with ability to convey a shared sense of urgency to match property owners and / or contractors concerns.

Ability to work independently to evaluate situations and determine best course of action.

Ability to develop strong and effective relationships both internally and externally to the company.

Proficient in the use of Google Docs and Microsoft Office programs with demonstrated ability to learn new technology as needed.

Evening and weekend availability is required.

Preferred Qualifications :

Bachelors degree in Business or Marketing preferred, or equivalent working experience.

minimum of two years of experience in a sales role, preferably in financial sales, the construction industry, or a related field.

PACE : 1 year experience.

Bi-lingual English / Spanish.

Out-of-Office Environment and Physical Demands :

This position primarily operates outside of a traditional office, often at client locations, networking events, and other business environments. Frequent use of mobile devices, laptops, and portable communication tools is required.

Work environment varies, with the majority of time spent traveling to client sites, attending meetings, or engaging in outdoor or community-based activities. A portion of computer-based tasks may be completed remotely from a home office.

Ability to stand, walk, sit, and occasionally bend, stoop, twist, or turn in diverse environments.

Ability to effectively operate a mobile workstation, including using a laptop or tablet and other mobile technology.

Ability to lift and transport up to 25 pounds occasionally for materials or equipment used in presentations or client engagements.

This Sales position is a remote position, you will not be required to be in the office daily. You may be required to travel to FortiFi offices as needed and requested by your manager in advance.

Position Details :

Job Type : Full-time, Temporary - Exempt.

Work Setting : Remote with requirement to travel to FortiFis Miami and / or San Diego office locations as directed by your manager.

Salary : $65 - $75k a year based on experience.

Location : Los Angeles County / Sacramento County / San Diego County.

FortiFi Financial is an equal opportunity employer. FortiFi Financial provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

remote work

Salary : $65,000 - $75,000

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Relationship Manager - (Outside Sales in Los Angeles, Sacramento or San Diego County Area)

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