Job Title: Program Manager

Work Location: Lake Oswego, OR

Altius Search Group is an executive recruiting firm specializing in recruitment within the commercial finance industry. We are seeking a highly adaptable and dynamic Program Manager to join our client’s team. This position plays a critical role in ensuring the seamless onboarding and integration of new sources into the CRM system and operational workflows. Acting as a vital link between the sales team and operations, this role facilitates the approval process, cross-departmental communication, and ongoing program support throughout its lifecycle.

The ideal candidate excels at communication, organization, and managing multiple priorities, with a strong understanding of business systems and equipment leasing. Reporting to the Senior Director of Operations, this role is integral to the successful onboarding of sources and the continued operational support for partners.

Job Duties/Responsibilities:

Process Improvement

• Identify and propose opportunities for optimizing onboarding and review processes.

• Provide actionable feedback to improve cross-departmental communication and operational workflows.

Operational Support

• Guide new sources through the operations and credit review processes until approval.

• Serve as the primary liaison between sales and operations to streamline onboarding processes.

• Identify and communicate operational differences to ensure seamless integration across teams.

• Facilitate the integration of systems, such as eOriginal, with new sources for operational alignment.

• Support source-driven special reporting needs by gathering, analyzing, and presenting data to stakeholders.

Onboarding and Integration

• Collaborate with the sales team to onboard new sources into the CRM platform, ensuring accurate and complete data entry.

• Gather and organize relevant information for presentation at Program Management Meetings.

• Coordinate with various departments to align on source requirements and expectations.

• Develop and provide continuous training for the source onboarding process.

Project Leadership

• Lead operational team projects and other initiatives as assigned, ensuring timely delivery and effective collaboration.

Cross-Department Collaboration

• Ensure smooth handoffs to documentation, funding, customer service, and collections teams post-approval of all sources.

• Conduct introductions and provide operational insights to ensure a shared understanding of program specifics.

• Foster collaboration and alignment across departments to support source success.