Program Architect

Dext Capital
  • Lake Oswego, Oregon
  • Autofill and Review
30+ days ago

Job Description

Job Duties/Responsibilities:

  • Serve as the primary point of contact and process owner for new source opportunities, new partner programs, and modifications to existing programs, partnering with Sales from initial discussion through approval, implementation, and successful handoff to the operating teams.
  • Apply equipment finance knowledge and an understanding of Dext's business priorities to evaluate proposed program structures, identify operational requirements and risks, and determine how requests differ from Dext standard processes.
  • Conduct upfront due diligence, craft solutions to address business requirements, and develop decision-ready recommendations for the Program Management Committee (PMC) and other senior leaders.
  • Design partner programs that balance market needs with Dext's business requirements, building durable, mutually beneficial long-term source relationships.
  • 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 and opportunities close in a timely manner.
  • Own the end-to-end facilitation 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.
  • Facilitate 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 proactively structure programs and ensure 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, strengthen existing partner programs, and lead other 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 facilitation 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 understand opportunities, identify risks and gaps, synthesize complex information, exercise sound judgment, and translate decisions into executable technical and operational plans.
  • Blends creativity with business discipline, designing practical solutions that work for partners and for Dext.


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.
  • Experience in the equipment finance industry preferred, including familiarity with equipment finance originations, source/vendor programs, credit, documentation, funding, booking, and servicing processes.
  • Experience leading or facilitating 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 similar CRM platforms, including data governance and reporting.
  • 5+ years of experience in equipment finance or a related financial services field preferred.

Numbers & Facts

LocationLake Oswego, Oregon

Skills

  • Analysis Skillsunmatched
  • Communication Skillsunmatched
  • Concurrencyunmatched
  • Concurrent Programming Language Familyunmatched
  • Contract Managementunmatched
  • Credit and Collectionsunmatched
  • Cross-Functionalunmatched
  • Customer Relationship Management (CRM)unmatched
  • Customer Support/Serviceunmatched
  • Documentationunmatched
  • Due Diligenceunmatched
  • Financeunmatched
  • Financial Servicesunmatched
  • Follow Throughunmatched
  • Functional Programming Languagesunmatched
  • Fundingunmatched
  • Leadershipunmatched
  • Legalunmatched
  • Onboardingunmatched
  • Operations Planningunmatched
  • Organizational Skillsunmatched
  • Partner Salesunmatched
  • Program Evaluationunmatched
  • Risk Analysisunmatched
  • Salesunmatched
  • Salesforce.comunmatched
  • System Integration (SI)unmatched
  • Systems Administration/Managementunmatched
  • Time Managementunmatched
  • Training/Teachingunmatched
  • Vendor/Supplier Selectionunmatched
  • Vendor/Supplier Sourcingunmatched

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