Account Manager - CTG Strategic Business

GreatAmerica Financial Services is a highly successful entrepreneurial company providing equipment financing to businesses across the United States. Our exemplary customer service, our principle-centered business philosophy and our team-based operating approach are key to our success and growth.

Position Summary
 

The Account Manager plays a key role in the success of GreatAmerica.  S/he assists with the implementation and profitable growth of those product and service offerings by working directly with our customers to demonstrate how our solutions can meet their needs.  The Account Manager will become a resident expert for OEG within GreatAmerica and must be able to tailor his/her presentation of these solutions to a variety of unique audiences, from internal team members to technical, financial and sales professionals to owner/principles within customers’ businesses.  In all s/he does, the Account Manager will endeavor to strengthen GreatAmerica’s overall partnership with customers via the appropriate application of value-added solutions.

Primary Responsibilities

• Responsible for high output across a high volume of accounts while originating new business, onboarding and achieving growth targets within existing accounts
• Develop a thorough understanding of the CTG products and services to ensure accurate sales presentations and appropriate customer recommendations                                                                                                
• Collaborate with Multiple teams and functions to provide an outstanding GreatAmerica experience to increase market share with existing customers and generate net new business
• Answer customer questions about products, prices, technical requirements, availability, product uses, etc.
• Serve as a backup to contact customers, primarily via phone and teams to discuss their needs and help them understand what GreatAmerica provides   
• Assist in follow up efforts to get potential customers the information they need to become CTG partners
• Research and understand our main competition and be able to present why and how we differentiate ourselves from them
• Communicates effectively with team members to ensure day-to-day responsibilities are performed, vendor base is serviced, new vendor activity is communicated, and vendors are on boarded in an effective and consistent manner
• Maintain, track, and analyze customer-related records, using automated systems
• Prepare and deliver sales presentations, product training, proposals, and demonstrations with assistance
• Assist with content generation for marketing efforts  
• Maintains direct working relationships with CTG vendor base to support current and future business needs as well as to provide sales and marketing support
• Understand the various factors that influence the success of a small business, specifically independent equipment providers   
• Provide back-up support to team members, as needed, and complete other duties as assigned                                                                                                         
• Complete expense reports, sales reports, and other paperwork as required  
• Conduct self-consistent with GreatAmerica principles    
   

Position Qualifications         

Experience

• One to two years related experience
• Experience in selling or supporting financial products and services is desirable

Skill & Abilities

Computer Skills

• Natural interest in, and propensity for, working with computer technology and applications

Sharing rewards is an integral part of our culture. We believe in the value of hard work and reward our employees beyond the paycheck. Our total rewards package is based on eligibility and includes:

Financial Benefits

• Competitive Compensation
• Monthly Bonuses for Eligible Employees
• 401(k) and Company Match
• Annual Profit Sharing
• Paid Time Off

Health, Wellbeing, and Family Planning Benefits

• Paid Vacation - starting at 80 hours annually for employees in their first year of service.
• Paid Sick Days - Ten (10) per year with a conversion option for unused time.
• Ten (10) Paid Holidays per year
• Gym Reimbursement
• Health Insurance
• Dental Insurance
• Vision Insurance
• Short-Term and Long Term Disability
• Company Paid Life Insurance
• Flexible Spending Accounts (FSA)
• Health Savings Accounts (HSA)
• Employee Assistance Program
• Parental Leave

Education and Career Planning Benefits

• Tuition Assistance
• Networking Opportunities
• Leadership Development Opportunities

Perks

• Paid Parking
• Service Awards
• Hybrid work arrangements
• Business casual environment
• A strong organizational culture focused on our greatest asset: you!

If your experience aligns closely, please apply. We value diverse backgrounds and adding new perspectives. We encourage you to apply if you can make a strong impact in this role at www.greatamerica.com/careers.

Please note, applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa.