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Program Coordinator

Skills

crmdata governanceprogram managementsalesforce

Description

Job Duties/Responsibilities:

  • Serve as the primary point of contact for new source programs and modifications to existing programs, partnering with Sales from initial request through approval, implementation, and launch.
  • Apply equipment finance industry knowledge to understand proposed program structures, identify operational requirements and risks, and determine how requests differ from Dext standard processes.
  • Conduct upfront due diligence and develop decision-ready recommendations for the Program Management Committee (PMC) and other senior leaders.
  • Drive the decision-making process by identifying required stakeholders and approvals, facilitating discussions, making recommendations within the scope of the role, and following up with senior leaders until outstanding decisions are resolved.
  • Own the end-to-end coordination and implementation of approved programs, maintaining timelines, action items, dependencies, and accountability across Sales, Credit, Legal, Operations, Documentation & Funding, Contract Management, Customer Service, Collections, Finance, and IT.
  • Coordinate the technical and operational implementation of new and modified programs, including Salesforce setup, system integrations, documentation requirements, workflows, policies, controls, reporting, and servicing requirements.
  • Partner with Sales and functional leaders to ensure program requirements and expectations are clearly defined before commitments are made to sources or customers.
  • Maintain program reporting and visibility, including tracking new source and program requests, implementation status, outstanding decisions, action items, risks, and key milestones; provide regular status reporting to the Project Manager, PMC, and senior leadership as appropriate.
  • Ensure approved programs are operationally ready for launch, including accurate system setup, documented procedures, training, communication, and effective handoff to the teams responsible for ongoing execution.
  • Maintain program documentation, guidelines, and source information, and provide ongoing training and communication regarding new programs, program changes, and the source onboarding process.
  • Identify opportunities to improve and streamline source onboarding and program implementation processes and lead other operational initiatives as assigned.

Characteristics

  • Strong ownership mindset with the initiative and judgment to move work forward without waiting for others to drive it.
  • Exceptional organization and project coordination skills, including the ability to manage multiple concurrent programs, deadlines, dependencies, and stakeholders.
  • Confident communicator and facilitator who can ask difficult questions, recommend a path forward, obtain decisions from senior leaders, and hold stakeholders accountable to commitments.
  • Analytical and solutions-oriented, with the ability to identify risks and gaps, synthesize complex information, exercise sound judgment, and translate decisions into executable technical and operational plans.

Qualifications and Skills:

  • Bachelor's degree in business or a related field, or equivalent relevant work experience.
  • Working knowledge of equipment finance and the origination lifecycle, with the ability to understand how commercial decisions affect downstream operational and servicing requirements.
  • Demonstrated experience in the equipment finance industry, including familiarity with equipment finance originations, source/vendor programs, credit, documentation, funding, booking, and servicing processes.
  • Experience leading or coordinating cross-functional program implementations, process changes, or source onboarding initiatives, with demonstrated ability to manage action items, drive decisions, and follow through to completion. Proficiency in Salesforce or a similar CRM platform is strongly preferred.
  • Proficiency in Salesforce or similar CRM platforms, including data governance and reporting.
  • 10+ Years experience in the equipment finance industry is required.

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