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Regents Capital Corporation · 4 months ago

Account Manager- Small Business Team

Regents Capital Corp.-HQ

Full-time

Onsite

New Grad, Entry Level

$28/hr - $58/hr

Regents Capital Corporation is a leading equipment financing company ranked among the top 30 in the United States. They are looking for a driven Account Manager to provide equipment finance and leasing solutions while managing client relationships and facilitating successful transactions.

CommercialCrowdfundingFinancial ServicesIndustrial

Responsibilities

Provide equipment financing and leasing solutions by managing the origination, financial analysis, negotiation and documentation of equipment finance products and services

Perform financial and risk analysis of major corporate accounts

Maintain current relationships with C-level executives and identify qualified leads through daily outbound calls

Receive and engage with incoming leads to build relationships and move them through the sales pipeline

Focus on client opportunities by providing ideas and insights based on an understanding of the client's equipment finance needs and their financial well-being

Leverage reporting and sales tools such as Salesforce call campaigns to proactively identify and successfully convert sales opportunities, while achieving daily, weekly, and quarterly KPI’s

Maintain an organized and robust lead/account database within Outreach and Salesforce while continuing to build pipeline for future business

Maintain industry related knowledge of tax, accounting, regulatory, and legal guidelines

Deliver full-service transaction management by moving customers from the application phase to funding phase

Meet individual established origination target and sales plan, where less than 50% of compensation is derived from commissions

Maintain working knowledge of and proficiency in all sales systems (Salesforce, Outreach, RingCentral, etc.)

Qualification

Equipment financingSalesforceFinancial analysisCold callingMicrosoft Office SuiteClient relationship managementNegotiation skillsCommunication skillsTime management