Sr. Manager, Solution Management
CVS Health
Senior Account Executive, Equipment Leasing
Canon USA
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. Soliciting new business in existing and also target new markets - 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 on board 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 - Understand other key attributes to the dealer funding process which CFS offers - 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 - Use and maintain the Salesforce database through activity history and sales coding to ensure detailed knowledge of territory dealers - 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. For Example: Work with Credit, Customer Service, Pricing, Tax, etc. to provide necessary documentation and information to successfully facilitate lease transactions, collections support and resolution to other issues - 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. For example: Testing and development of new dealer efficiency tools, website, ecommerce, beta testing with dealer community, etc.
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 - Travel up to 10% to Trade Shows, Dealer Visits, and Customer Visits - 3+ years of Dealer Finance Sales experience is required - 5+ years of transactional finance required
