Inside Account Manager
About The Position
Trans Lease is establishing an Account Development Team to expand its reach into customer segments that Business Development Managers cannot regularly serve. This is an entry-level sales position designed for growth within the role and the company. Inside Account Managers who excel have a clear path to outside BDM positions, gaining knowledge of products, the portfolio, and customers beforehand. This role is structured with a 2-3 year timeframe before promotion to outside BDM, dependent on performance and available openings. You will learn the business, build customer relationships, and prepare to transition into a field role with an established customer base.
Requirements
- Associate or bachelor’s degree.
- Strong MS Excel skills and proficiency with all Microsoft applications.
- Willingness to learn, grow, and adapt to the changing market.
- Valid Driver's License and MVR in good standing.
- Ability to successfully complete a General Abilities Assessment and pass a post-offer background check, physical, and drug screening.
- Comfortable with consistent outbound calling and turning contacts into real conversations.
- Organized and disciplined with CRM logging and pipeline hygiene.
- Competitive yet collaborative mindset.
- Interest in commercial lending, fleet, or equipment finance (experience is a plus, but not required).
Nice To Haves
- Experience in commercial lending, fleet, or equipment finance.
Responsibilities
- Proactively contact customers with maturing leases and loans to discuss rewrite and replacement options, working a rolling 120-day maturity list.
- Re-engage former customers in good standing who no longer have active accounts with Trans Lease.
- Conduct systematic outreach to active small-fleet customers who have not had recent BDM contact to identify opportunities.
- Research and introduce Trans Lease to new prospect segments, including small and regional truck dealers, specialty body and upfitter companies, niche markets, and industries with high fleet replacement cycles.
- Qualify opportunities and transfer them to regional BDMs for field follow-up and closing.
- Independently close residual rewrites on smaller accounts within the authorized threshold.
- Log all interactions in CRM on the same day, noting the next action, with 100% compliance.
Benefits
- Medical, Dental, and Vision Insurance
- Life (Voluntary and Employer Paid) and Disability Insurance
- 401(K) with company match
- HSA and/or FSA, as applicable
- Paid Time Off, Sick Time, and Company Paid Holidays
- Employee Car Discount Program
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
