Sales Account Representative I – Equipment Leasing
accessiBe
Senior Account Executive, Equipment Leasing
accessiBe
full-time
Posted on:
Origin: • 🇺🇸 United States
Visit company websiteSalary
💰 $76,150 - $114,040 per year
Job Level
Senior
About the role
- Expand the Vendor Finance, CFS Dealer network and solicit new business in existing and target markets
- Solicit new business from Vendor Finance Dealers and work with owners, sales and sales management to uncover needs
- Use professional, creative persuasion and repetitive sales efforts to onboard new dealers to CFS leasing services
- Provide communication to CFS management on financing needs and market conditions
- Understand competitive products and prices and update management on market conditions
- Provide solutions to dealers and customers by offering CFS financing services and facilitating use of CFS funding platform
- Negotiate and prepare documentation, review documentation and ensure adherence to CFS programs
- Demonstrate selling and service related activities quickly, accurately and efficiently to increase New Business Volume and Application activity
- Collaborate closely with team members, share best practices and educate to deliver excellent service
- Develop and maintain strong relationships within each Dealership to drive new leasing business
- Organize and maintain training materials, records, spreadsheets, talk tracks and other work related materials
- Use Salesforce to track sales calls, activities, follow-up tasks and opportunities; maintain the Salesforce database
- Support dealer sales efforts with marketing materials by interfacing with support teams
- Participate in department projects (Dealer Productivity tools, Dealer Portal, beta testing) and support change management initiatives
- Provide lease product, promotion, and process training to dealers via webinars, virtual presentations and in-person talks
- Document transactions using Nexus and other CFS systems and support lease transaction execution and customer signatures
- Work with Credit, Customer Service, Pricing, Tax and other internal teams to facilitate leases, collections and issue resolution
- Provide accurate weekly sales forecast updates and participate in industry trade shows and dealer meetings
Requirements
- Bachelors’ Degree required
- Proven relationship management skills in the leasing industry
- 3+ years of Dealer Finance Sales experience is required
- 5+ years of transactional finance required
- 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
- Possess and demonstrate a thorough understanding of T-Value software and HP financial calculator use to price lease transactions
- Team player with high energy, positive outlook and professional demeanor who takes initiative
- Travel up to 10% to Trade Shows, Dealer Visits, and Customer Visits
