Sales Activation Account Manager
About The Position
In this role, you will be directly responsible for assisting qualified Business Line of Credit customers. Your primary focus will be building strong customer relationships, guiding business owners through the lending process, and driving activations to increase loan originations. This role requires compliantly engaging with warm leads, conducting consultative conversations to educate and support business owners while ensuring strict adherence to compliance standards. Success is measured by achieving and surpassing quarterly sales goals, meeting daily KPIs, and thriving in a competitive yet collaborative environment.
Requirements
- Assisting qualified Business Line of Credit customers.
- Building strong customer relationships.
- Guiding business owners through the lending process.
- Driving activations to increase loan originations.
- Compliantly engaging with warm leads.
- Conducting consultative conversations to educate and support business owners.
- Ensuring strict adherence to compliance standards.
- Achieving and surpassing quarterly sales goals.
- Meeting daily KPIs.
Responsibilities
- Assisting qualified Business Line of Credit customers.
- Building strong customer relationships.
- Guiding business owners through the lending process.
- Driving activations to increase loan originations.
- Compliantly engaging with warm leads.
- Conducting consultative conversations to educate and support business owners.
- Ensuring strict adherence to compliance standards.
- Achieving and surpassing quarterly sales goals.
- Meeting daily KPIs.
Benefits
- Competitive base salaries
- Bonus incentives
- 6% Company Match on retirement savings plan
- Free financial coaching and financial well-being support
- Comprehensive medical, dental, vision, life insurance, and disability benefits
- Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
- 20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
- Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
- Free and confidential counseling support through our Healthy Minds program
- Career development and training opportunities
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
