Account Manager (AM)
Probably•Costa Mesa, CA
•Onsite
About The Position
The Account Manager is responsible for identifying relevant new business opportunities through working capital solutions and creating custom finance packages that fit specific client needs. The Account Manager is responsible for educating and funding clients on working capital programs and generating revenue on a monthly, quarterly, and annual basis.
Requirements
- Must have at least 6 months of experience in selling/consulting working capital product
- Basic understanding of business loan products and pricing
- Excellent interpersonal skills
- Highly self-motivated individual showcasing strong work ethic
- Comfortable in a fast-paced, results-oriented environment
- Strong verbal and written communication skills
- Proficient in Microsoft Office
Nice To Haves
- Working knowledge of CRM system preferred, specifically Salesforce
Responsibilities
- Sell and educate clients on business loan structure, process, and pricing.
- Achieve monthly and quarterly quotas for applications, new business origination and funding, and overall gross margin production.
- Achieve daily, weekly, and monthly Key Performance Indicators (KPI’s) for submissions, funding units, and gross margin (GM).
- Follow up on new leads in a timely manner to develop professional business relationships with prospects and customers.
- Utilize and maintain data systems, Salesforce, RingCentral, HeyMarket, and ZoomInfo.
- Excel in a fast-paced environment with the ability to multitask and showcase accurate deal flow processes to achieve results.
Benefits
- Health insurance (medical, vision, dental)
- Paid time off, sick time, and holidays
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
