Added
5 days ago
Type
Full time
Salary
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account management salesforce tableau excel pos

šŸ“‹ Description

  • Own revenue performance across assigned accounts and branches, driving increased financing adoption
  • Develop strategic account plans by understanding client objectives and challenges to drive
  • Engage with decision-makers—from office managers to executives—to present financing solutions and
  • Collaborate cross-functionally with account management, lender ops, sales, product, and engineering.
  • Demonstrate deep knowledge of the 360 Finance platform and operational processes to add value.
  • Monitor account health, identify risk factors, and drive product satisfaction and usage.

šŸŽÆ Requirements

  • 4+ years of total account management experience, including upselling and cross-selling experience
  • Experience in Home Service financial services, lending, or point-of-sale financing is preferred.
  • Proficiency in Salesforce and Excel; familiarity with BI tools like Tableau is a plus.
  • Willingness to travel extensively (up to 40% of the time), including overnight trips.
  • Excellent communication with the ability to influence and present to executives and train sales
  • Strong analytical skills and business acumen to drive performance and decisions.

šŸŽ Benefits

  • Health care benefits
  • Retirement benefits
  • Paid time off, sick leave, parental leave
  • Additional benefits as part of compensation package
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