Account Manager

Job Summary:

The Account Manager - Dealer Channel will work closely with dealers to maintain and expand relationships to produce referred EFA and lease transactions secured by various types of equipment, at a targeted return, within an assigned geographic territory.

Primary Responsibilities:

• Liaison between Dealer, End User borrower and internal Operations staff.
• Maintain and develop relationships with existing customers and prospects.
• Utilize Customer Relationship Management (CRM) software for day to day contact and follow-up (calls, meetings, email campaigns, opportunities).
• Daily use of company transaction Operating System (Solifi) to maintain efficient and timely work-flow.
• Mine portfolio for new referral business to large ticket sales organization.
• Provide referrals to other Equify company businesses.
• Performs other related duties as required.

Secondary Responsibilities:

• Attending training events including sales training, product training
• Attending trade shows, industry related conferences, association meetings, etc.

Skills and Proficiencies:

• Knowledge of sales, credit, marketing, business, and management principles.
• Have well-developed written, telephone, and personal presentation skills.

Required Education, Experience, and Qualifications:

• Bachelor's Degree.
• A minimum of one (1) year of demonstrated experience in the finance industry experience.
• Critical Thinking - using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
• Judgment and Decision Making - Considering the relative costs and benefits of potential actions to choose or recommend the most appropriate one.
• Complex Problem Solving - Identifying complex problems and reviewing related information to develop and evaluate options and implement solutions.
• Safeguarding confidential and protected information covered by privacy law and company policy.
• Must work independently and as a member of a team
• Must be self-motivated and self-disciplined.

Other Requirements:

• Able to read, speak and write English.
• Ability to read, interpret and present financial statement information.
• Gripping, reaching, writing, data entry, handling (paper, files, etc).
• Able to work under stressful conditions at times.

• Have a current driver's license and be able to utilize it, with reimbursement.
• Extensive travel required, up to 25%.

Equify Financial, a Wilks Brothers company, is an Equal Opportunity Employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.