Account Manager

TFG Financial Corporation

10d • CA$50,000 • Remote

About The Position

The Account Manager contributes to TFS’ ongoing profitable and sustainable growth by facilitating inbound / outbound calling and contact with new and existing sales channel customers to target equipment finance opportunities. The position will serve as a customer facing role to both external customers as well as internal stakeholders. The Account Manager is responsible to manage a book of customers through the sales funnel, net new customer acquisitions, foster relationships of existing customers, and provide equipment financing solutions to customers across North America.

Requirements

• A strong sense of integrity, professionalism and a results-oriented attitude to continually improve processes and systems, enhance efficiency, and contribute to overall organizational success
• Works well under pressure to meet ongoing and overlapping deadlines within short time constraints
• Ability to work well in a fast paced team environment
• You are competitive while always adhering to the company’s core values
• Advanced communication, negotiation and interpersonal skills
• Advanced ability to manage and prioritize a complex workload while adhering to performance goals
• High self-management capabilities both in office and in remote settings
• Results driven and action oriented
• Intermediate skills with Microsoft Office products
• 2+ years of B2B and/or B2C inside sales (i.e. outbound) experience, preferably in financial services or equipment rental/sales industry, with a consistent track-record of meeting/exceeding quotas

Nice To Haves

• Ability to speak Spanish is considered an asset
• Post-secondary diploma or bachelor’s degree is an asset

Responsibilities

• Assist with the execution of sales strategies for the sales channel and contribute to its success
• Establish net new relationships with customers over the phone while expanding on existing customer relationships with previously funded customers
• Provide detailed credit submissions that include all relevant information required by our funding partners, including but not limited to financial statements, ownership structure, business plan, rationale for the equipment, revenue projections, industry/competitive/regional overview, etc.
• Strategically advise the customer on their financing options and competitive solutions provided by lenders
• Provide customers with the necessary information to complete new credit applications and credit packages
• Negotiate with potential clients the terms of financial packages, including selling the terms of credit approvals and closing financing transactions, with a focus on meeting and exceeding volume quotas and over-rate targets
• Process all loan applications within an acceptable timeframe as well as following application guidelines, ensuring all outstanding loan related information is collected
• Monitor, escalate, or recommend loan application exceptions and overrides so that they are appropriately handled in an efficient manner
• Maintain a client database through TFS’s client relationship management software to effectively manage client resources
• Strategically work with multiple lending sources to achieve the highest approval rate possible
• Maintain a strong working knowledge of our lender programs
• Troubleshoot deficiencies in funding or other aspects that arise in the sale/transaction process
• Exceed personal monthly, quarterly, and annual financial revenue targets
• Support ongoing department initiatives as directed by management
• Perform other job-related duties as required to meet organizational needs.

Benefits

• Employee Investment Program: We believe in helping you achieve your financial goals. Our investment program supports your savings, TFS provides a company matching program, helping you grow your investments more effectively.
• Promoveo: TFS celebrates choice and offers the ability to work in office, hybrid or remote (for most roles). We know that our team members are the most important part of our business and we trust in our team members to work in a way that provides them the ability to succeed in their work.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 11-50 employees