Senior Account Executive - Equipment Leasing

Canon Financial Services • Mount Laurel Township, NJ

120d • $76,150 - $114,040

About The Position

Canon Financial Services in Mount Laurel, NJ is currently seeking a Senior Account Executive - Equipment Leasing (Sr Specialist, Lease Ops). The Senior Account Executive - Equipment Leasing will be supporting Canon Financials Services Vendor Finance Department and has the primary responsibility to grow the Dealer base while also managing existing Vendor Finance Dealer Relationships. As a Senior Account Executive - Equipment Leasing, you are the primary liaison to Manufacturer’s, Dealers and Customers from an overall relationship perspective. The successful applicant is responsible for developing and handling all aspects of client interaction including execution of transactions. You will also be involved in negotiating and preparing documentation, reviewing documentation while ensuring adherence to CFS programs. Objectives are achieved and exceeded by working closely with CFS’s management and support teams to deliver excellent, best-in-class services to our customers and dealers. Achievement of sales volume results, application activity and sales activity goals is required. This position is eligible for a generous and competitive commission plan. This position is full time and offers a hybrid work schedule requiring you to be in the office Tuesday and Wednesday and an option to work from home the remainder of the week (unless a specific business need arises requiring in office attendance on other days). Note that work schedules and office reporting requirements may change from time to time based on business needs.

Requirements

• Bachelors’ Degree required.
• Proven relationship management skills in the leasing industry.
• Team player with high energy, positive outlook and professional demeanor who takes initiative.
• Proficient in finance structures and programs utilized in leasing industry.
• Proficiency of Credit concepts.
• Strong math aptitude, organizational skills and attention to detail.
• Excellent communication and presentation skills – both written, verbal and group.
• Strong computer skills including advance knowledge of TValue, Excel, Powerpoint, Salesforce, Nexus and Leasewave.
• 3+ years of Dealer Finance Sales experience is required.
• 5+ years of transactional finance required.

Responsibilities

• Expand the Vendor Finance, CFS Dealer network.
• Solicit new business from Vendor Finance Dealers.
• Work with owners, sales and sales management within the accounts to understand their decision making process and uncover company needs.
• Use professional, creative persuasion and repetitive sales efforts to onboard new dealers to use CFS’s leasing services.
• Provide communication to CFS management to ensure understanding of financing needs in the marketplace.
• Understand competitive products and prices offered by other leasing companies and update management on any market conditions that could impact CFS’s competitiveness.
• Provide solutions to dealers and customers by offering CFS financing services.
• Understand the process to help the dealers efficiently use the CFS funding platform for their business.
• Demonstrate capability by performing selling and service related activities quickly, accurately and efficiently.
• Increase New Business Volume and Application activity from existing accounts in order to grow the Vendor Finance assigned territory.
• Collaborate closely with other team members by sharing work, using best practices and educating to deliver excellent service.
• Develop and maintain strong relationships with your counterparts within each Dealership to drive new leasing business to Canon Financial Services.
• Organize and maintain training materials provided, individual records, spreadsheets, talk tracks and other work related materials to perform job functions and responsibilities.
• Use Salesforce to track sales calls, activities, follow-up tasks and new opportunities for appropriate next steps in the sales and relationship management cycle.
• Support dealer sales efforts with marketing materials by interfacing with support team to accomplish necessary tasks needed to provide information.
• Take an active role in your individual learning of CFS systems, methods and processes to become more knowledgeable.
• Use best practices to perform day-to-day activities.
• Understand and possess a working knowledge of the Vendor Finance channel’s equipment and its primary use cases, customer types and vertical markets.
• Support department projects and objectives such as Dealer Productivity tools, new versions of the CFS Dealer Portal and beta testing plans by active participation in assigned projects.
• Use sales campaigns, quarterly promotions and other means to enhance relationships and better understand dealers’ leasing behaviors in order to persuade them to use Canon’s leasing and financing services.
• Provide best in class service throughout the entire origination process with external dealers and customers as well as internal Canon departments.
• Communicate the CFS leasing process and services to dealers and end user customers by delivering webinars, virtual presentations and prepared in person sales talks.
• Provide accurate weekly sales forecast updates and support department projects and assignments.
• Participate and attend select industry trade shows, dealer meetings and channel partner events.
• Always represent Canon in the best, professional manner to highlight our history and strong brand reputation.
• Provide lease product, lease promotion, and general lease process sales training to the Vendor Finance dealer base on an ongoing basis to strengthen the channel performance.
• Document all transactions using Nexus and other CFS systems to ensure accurate application entry and by providing detailed follow up on all lease opportunities and transactions.
• Support the sales cycle by documenting lease transactions for customer signature.
• Develop relationships directly with customers to encourage repeat business.
• Maintain a high level of service by following policies and procedures; reporting necessary changes required to maintain CFS providing this best in class service.
• Escalate topics or transactions swiftly and efficiently by communicating the current situation and potential solutions to management.
• Work efficiently across the organization to satisfy Dealer and Customer requirements.
• Possess and demonstrate a thorough understanding of T-Value software and HP financial calculator use to price lease transactions.
• Support general education for newer members of the team.
• Demonstrate a proactive approach to developing new relationships in the dealer community and any related sales organization(s).
• Grow and develop the Vendor Finance territory.
• Participate in department and company projects as needed.
• Support change management initiatives.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• 401(k) Savings Plan
• Discretionary profit sharing
• Discretionary success sharing
• Educational assistance
• Recognition programs
• Vacation

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: Bachelor's degree