Account Manager

5 months ago

Burnaby, Canada TFG Financial Corporation Full time

**Results, recognition and rewards**
TFG’s culture is results, recognition and rewards based, with a focus on achieving results in a high performing team environment.
TFG Financial Corporation, as part of the Travelers Financial Group of Companies, is one of the largest independent commercial equipment finance companies in Canada. Our mission and purpose is to be our customer’s first choice by making equipment financing easy while providing a wide range financing solutions. Together, through our core principles, we help our partners to achieve what’s important in their business.
TFG is an equal opportunity employer and believes in providing a diverse and inclusive workplace where all team members have an opportunity to succeed.

*
Job responsibilities*
The Account Manager contributes to TFS’s ongoing profitable and sustainable growth by facilitating inbound / outbound calling and contact with new and existing sales channel customers to target equipment finance opportunities. The position will serve as a customer facing role to both external customers as well as internal stakeholders. The Account Manager is responsible to manage a book of customers through the sales funnel, net new customer acquisitions, foster relationships of existing customers, and provide equipment financing solutions to customers across North America.
- Assist with the execution of sales strategies for the sales channel and contribute to its success
- Establish net new relationships with customers over the phone while expanding on existing customer relationships with previously funded customers
- Provide detailed credit submissions that include all relevant information required by our funding partners, including but not limited to financial statements, ownership structure, business plan, rationale for the equipment, revenue projections, industry/competitive/regional overview, etc.
- Strategically advise the customer on their financing options and competitive solutions provided by lenders
- Negotiate with potential clients the terms of financial packages, including selling the terms of credit approvals and closing financing transactions, with a focus on meeting and exceeding volume quotas and over-rate targets
- Maintain a client database through TFS’s client relationship management software to effectively manage client resources
- Strategically work with multiple lending sources to achieve the highest approval rate possible
- Maintain a strong working knowledge of our lender programs
- Assist in creation collection of customer finance documentation
- Troubleshoot deficiencies in funding or other aspects that arise in the sale/transaction process
- Exceed personal monthly, quarterly, and annual financial revenue targets
- Support ongoing department initiatives as directed by management

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Qualifications, knowledge and experience*
- A strong sense of integrity, professionalism and a results-oriented attitude to continually improve processes and systems, enhance efficiency, and contribute to overall organizational success
- Works well under pressure to meet ongoing and overlapping deadlines within short time constraints
- Ability to work well in a fast paced team environment
- You are competitive while always adhering to the company’s core values
- Advanced communication, negotiation and interpersonal skills
- Advanced ability to manage and prioritize a complex workload while adhering to performance goals
- High self-management capabilities both in office and in remote settings
- Results driven and action oriented
- Advanced skills with Microsoft Office products
- 1+ year of B2B and/or B2C inside sales (i.e. outbound) experience, preferably in financial services or equipment rental/sales industry, with a consistent track-record of meeting/exceeding quotas.
- Post-secondary diploma or bachelor’s degree is an asset

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What we offer*
- Leaders who support your development
- Opportunity to take on progressively greater accountabilities
- Ability to make a difference and lasting impact
- Option to work in office (Burnaby, BC), hybrid, or remote (for most roles)
- Comprehensive medical and dental benefits

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