Account Manager - CTG Core

GreatAmerica Financial Services•Cedar Rapids, IA

20h•Hybrid

About The Position

GreatAmerica Financial Services is a highly successful entrepreneurial company providing equipment financing to businesses across the United States. Our exemplary customer service, our principle-centered business philosophy and our team-based operating approach are key to our success and growth. We Are Adding a Key Member to Our Team! The Account Manager plays a key role in the success of GreatAmerica. S/he assists with the implementation and profitable growth of those product and service offerings by working directly with our customers to demonstrate how our solutions can meet their needs. The Account Manager will become a resident expert for OEG within GreatAmerica and must be able to tailor his/her presentation of these solutions to a variety of unique audiences, from internal team members to technical, financial and sales professionals to owner/principles within customers’ businesses. In all s/he does, the Account Manager will endeavor to strengthen GreatAmerica’s overall partnership with customers via the appropriate application of value-added solutions. As an Account Manager, you will: Responsible for high output across a high volume of accounts while originating new business, onboarding and achieving growth targets within existing accounts Develop a thorough understanding of the OEG products and services to ensure accurate sales presentations and appropriate customer recommendations Collaborate with Multiple teams and functions to provide an outstanding GreatAmerica experience to increase market share with existing customers and generate net new business Answer customer questions about products, prices, technical requirements, availability, product uses, etc. Serve as a backup to contact customers, primarily via phone and teams to discuss their needs and help them understand what GreatAmerica provides Assist in follow up efforts to get potential customers the information they need to become OEG partners Research and understand industry trends, products, and players in order to maintain validity of the Collabrance offering and be a knowledgeable resource for existing customers. Research and understand our main competition and be able to present why and how we differentiate ourselves from them Communicates effectively with team members to ensure day-to-day responsibilities are performed, vendor base is serviced, new vendor activity is communicated, and vendors are on boarded in an effective and consistent manner Maintain, track, and analyze customer-related records, using automated systems Prepare and deliver sales presentations, product training, proposals, and demonstrations with assistance Assist with content generation for marketing efforts Maintains direct working relationships with OEG vendor base to support current and future business needs as well as to provide sales and marketing support Understand the various factors that influence the success of a small business, specifically independent equipment providers Conduct self consistent with the GreatAmerica principles Provide back-up support to team members, as needed, and complete other duties as assigned Complete expense reports, sales reports, and other paperwork as required

Requirements

One to two years related experience
Experience in selling or supporting financial products and services is desirable
Computer Skills
Natural interest in, and propensity for, working with computer technology and applications

Responsibilities

Responsible for high output across a high volume of accounts while originating new business, onboarding and achieving growth targets within existing accounts
Develop a thorough understanding of the OEG products and services to ensure accurate sales presentations and appropriate customer recommendations
Collaborate with Multiple teams and functions to provide an outstanding GreatAmerica experience to increase market share with existing customers and generate net new business
Answer customer questions about products, prices, technical requirements, availability, product uses, etc.
Serve as a backup to contact customers, primarily via phone and teams to discuss their needs and help them understand what GreatAmerica provides
Assist in follow up efforts to get potential customers the information they need to become OEG partners
Research and understand industry trends, products, and players in order to maintain validity of the Collabrance offering and be a knowledgeable resource for existing customers.
Research and understand our main competition and be able to present why and how we differentiate ourselves from them
Communicates effectively with team members to ensure day-to-day responsibilities are performed, vendor base is serviced, new vendor activity is communicated, and vendors are on boarded in an effective and consistent manner
Maintain, track, and analyze customer-related records, using automated systems
Prepare and deliver sales presentations, product training, proposals, and demonstrations with assistance
Assist with content generation for marketing efforts
Maintains direct working relationships with OEG vendor base to support current and future business needs as well as to provide sales and marketing support
Understand the various factors that influence the success of a small business, specifically independent equipment providers
Conduct self consistent with the GreatAmerica principles
Provide back-up support to team members, as needed, and complete other duties as assigned
Complete expense reports, sales reports, and other paperwork as required

Benefits

Competitive Compensation
Monthly Bonuses for Eligible Employees
401(k) and Company Match
Annual Profit Sharing
Paid Time Off
Paid Vacation - starting at 80 hours annually for employees in their first year of service.
Paid Sick Days - Ten (10) per year with a conversion option for unused time.
Ten (10) Paid Holidays per year
Gym Reimbursement
Health Insurance
Dental Insurance
Vision Insurance
Short-Term and Long Term Disability
Company Paid Life Insurance
Flexible Spending Accounts (FSA)
Health Savings Accounts (HSA)
Employee Assistance Program
Parental Leave
Tuition Assistance
Networking Opportunities
Leadership Development Opportunities
Paid Parking
Service Awards
Hybrid work arrangements
Business casual environment
A strong organizational culture focused on our greatest asset: you!