Financial Risk Manager Jobs in Appleton, WI (NOW HIRING)

Description

Basic Function Responsible for managing and growing sales and rentals within specified product lines as designated by LCS management. This is for the Climate Control line in Oshkosh. Reporting Relationships Reports directly to the VP – Sales & Marketing Must support the individual branch in which they work and maintain frequent communication with the Branch Manager Essential Functions The responsibilities of the Product Specialist include, but are not limited to: Producing new business Promoting additional sales to existing customers Ensuring customer satisfaction with equipment sales, rentals, and service/repair work Completing all paperwork accurately, on time, and using company‑approved forms Keeping Inside Sales, Rental, and Service Departments informed of all promised delivery dates Following up on all sales to ensure complete customer satisfaction Maintaining accurate filing of all documentation Building and maintaining a database of prospective and existing customers (CRM) Principal Duties Customer & Sales Activities Travel to customer locations for sales calls or training Training should be limited to no more than twice per customer per calendar year and billed accordingly All travel expenses for training shall be billed to the customer Make regular independent sales calls and scheduled ride‑alongs with KAMs and TMs Maintain and expand knowledge of all company products and services Maintain brochures and up‑to‑date sales information Territory & Credit Management Ensure product issues are resolved promptly for both the customer and LCS Notify the LCS Credit Manager regarding customers in questionable financial condition Follow all decisions made jointly by the Product Specialist/Product Manager and Credit Manager unless written changes are approved Vehicle & Safety Maintain the company vehicle per manufacturer guidelines In the event of an accident: Complete a police accident report Provide a copy to the company risk manager Submit to an immediate drug test Administrative Responsibilities Complete all required paperwork promptly (call logs, customer notes, databases, sales reports, expense reports, etc.) Ensure each order includes complete stock and serial numbers Re‑verify all deals for complete and accurate paperwork Obtain all required signatures Collect down payments and arrange financing as needed Lead & Pipeline Management Stay current on all leads via calls, emails, and visits Continuously work leads and expand lead databases Provide the VP – Sales & Marketing with weekly plans upon request or provide calendar access Keep customers updated on delivery timelines and service/setup schedules Financial Oversight Provide accurate proposals within customer credit limits Notify the Credit Manager when quotes exceed limits Notify Management of deals over $50,000 Professional Conduct Serve as a technical advisor to customers and staff Maintain ethical, responsible business practices Maintain positive working relationships with customers, coworkers, and the business community Maintain a well‑groomed appearance per the company dress code Hooded sweatshirts are permitted only during field demonstrations, dangerously low temperatures, or occasional Fridays—not those intended for customer giveaways Attend local trade shows and networking events Perform other duties as assigned by the VP – Sales & Marketing or any officer of the company

Skills

Outside Sales, Construction management, construction project management, Project management, construction, Inside Sales

Top Skills Details

Outside Sales,Construction management,construction project management

Additional Skills & Qualifications

Soft skills: Relationship Building, Follow Through, and Problem Solving Must have a high school diploma, college degree is preferred but not required Two years’ experience in contractors equipment sales environment Proficient computer skills; understanding Word, Excel and Microsoft computer software is required Must be able to comprehend and perform business math calculations necessary to accurately write sales contracts, calculate gross profit margins and fees. Must be organized and able to manage time efficiently and effectively

Experience Level

Intermediate Level

This is a Permanent position based out of Oshkosh, WI.

The pay range for this position is $80000.00 - $120000.00/yr.

Parental leave 401(k) Health insurance 401(k) matching Paid time off Employee discount Vision insurance Dental insurance Flexible spending account Life insurance Disability insurance

This is a fully onsite position in Oshkosh,WI.

This position is anticipated to close on Jun 26, 2026.

We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

We’re a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We’re a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We’re strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We’re building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.

Massachusetts Lie Detector: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.