Account Manager

Job type – Permanent, full time
Location – Mississippi
Work environment – Primarily work from home with the requirement to attend full day on site work 1-2 times per month in Hattiesburg
Travel – Potential travel required 3-4 times per year within the United States
Working hours: Standard business hours in CST/EST time zones, with flexibility required during select periods
Salary - $40,000.00 USD (not inclusive of bonus or commission)
Training - Full training and ongoing support provided from day one

Your Talent, Your Terms | Results, Recognition and Rewards

What’s the job:

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.

What you’ll be doing:

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.

What you bring:

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

Why join TFS:

TFS’ culture is results, recognition and rewards based, with a focus on achieving results in a high performing team environment.

As part of the Travelers Group of Companies, Travelers Financial Solutions is one of North America’s most innovative and fast growing independent financing and leasing solutions providers. Together with its affiliates, TFS provides automotive, equipment, aircraft and other asset based financing solutions to the North American market. TFS is focused on delivering best in class, full spectrum financing solutions to OEMs, dealerships and marketplaces.

Results, Recognition, and Rewards: At TFS, we are driven by results and committed to recognizing and rewarding your achievements. Through performance-based rewards and growth opportunities, your contributions are valued and acknowledged, motivating you to continue excelling in your role.

Growth opportunities and supportive leadership: Our leaders are committed to your professional growth and success. They provide guidance, resources to help you develop your skills, expand your knowledge, and achieve your career goals within the organization.

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.

TFS is an equal opportunity employer and employs team members without regard to Indigenous identity, race, colour, ancestry, place of origin, political belief, religion, marital status, family status, physical or mental disability, sex, sexual orientation, gender identity or expression, age, or any other protected personal characteristic. Accommodations are available on request for candidates taking part in all aspects of the recruitment process. If needed, please notify our Talent Acquisition Team.

Artificial Intelligence (AI) tools may be used in the process to screen, assess, or select applicants for a position but all decisions and determinations are made exclusively by the hiring team.

This job posting is for an existing vacancy within the organization.

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