Account Manager

INTEGRATED FINANCIAL TECHNOLOGIES; Canada; Teletrabalho; CAD 55 000 - 57 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Medical & dental plan

Vision care

Life insurance

RRSP/TFSA match

Company investment matching

Flexible work options

Resumo da oferta

Integrated Financial Technologies (IFT) is seeking an Account Manager to drive growth by managing a book of customers and coordinating funding for equipment financing across North America. The role focuses on inbound/outbound calls, credit submissions, and close collaboration with lenders.

You will liaison with internal stakeholders, maintain CRM records, and aim to exceed revenue targets while delivering excellent customer service in a remote Canada setting.

Qualificações

• Proven ability to manage a book of customers through the sales funnel.
• Experience in outbound/inbound calling for equipment financing is a plus.
• Knowledge of lender programs and credit submission processes.
• Ability to negotiate terms and close financing transactions.
• Strong analytical and financial documentation skills.

Responsabilidades

• 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 funding partners
• Strategically advise the customer on financing options and lender solutions
• Provide customers with information to complete new credit applications and credit packages
• Negotiate terms and close financing transactions to meet quotas
• Process loan applications and ensure all information is collected
• Maintain a client database in the CRM to manage resources
• Work with multiple lending sources to maximize approvals
• Maintain knowledge of lender programs and assist with funding issues
• Exceed monthly, quarterly, and annual revenue targets

Conhecimentos

Communication

Negotiation

Time management

Team player

MS Office

Inside sales experience

Sales mindset

Remote work capable

CRM proficiency

Formação académica

Post-secondary diploma or bachelor's degree

Ferramentas

Salesforce

Descrição da oferta de emprego

Salary Range: $55,000.00 To $57,000.00 Annually

• Job type – Permanent, full time
• Location – Remote (within Canada)
• Working hours – Standard business hours PCT

Your Talent, Your Terms | Results, Recognition and Rewards

What's the job:

The Account Manager contributes to IFT'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.

What you'll be doing:

• 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
• Provide customers with the necessary information to complete new credit applications and credit packages
• 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
• Process all loan applications within an acceptable timeframe as well as following application guidelines, ensuring all outstanding loan related information is collected
• Monitor, excel, or recommend loan application exceptions and overrides so that they are appropriately handled in an efficient manner
• Maintain a client database through IFT’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
• 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
• Perform other job-related duties as required to meet organizational needs.

What you bring:

• 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 in auto sales/financing is an asset
• Experience with Salesforce is an asset
• Post-secondary diploma or bachelor’s degree is an asset

IFT’s culture is results, recognition and rewards based, with a focus on achieving results in a high performing team environment.

As part of the Travelers Financial Group of Companies, Integrated Financial Technologies is the fastest growing business process outsourcing company in Canada with customers in a variety of industries in Canada and USA. We provide unmatched custom solutions for lenders, including primary loan and lease servicing, customer service, collections, and default management, along with specialized divisions in consulting and lead management. Our team combines extensive expertise with innovative technology and a flexible approach to deliver tailored, results-driven solutions.

Results, Recognition, and Rewards:

At IFT, we are driven by results and committed to recognizing and rewarding your achievements. Through performance-based rewards and growth opportunities, your contributions are valued and acknowledged, motivating you to continue excelling in your role.

Growth opportunities and supportive leadership:

Our leaders are committed to your professional growth and success. They provide guidance, resources to help you develop your skills, expand your knowledge, and achieve your career goals within the organization.

Employer paid benefits:

At IFT, we prioritize the well being of our team by offering a comprehensive benefits package. Our medical and dental plan includes vision care and life insurance, ensuring you and your dependents have the coverage you need.

Employee Investment Program:

We believe in helping you achieve your financial goals. Our investment program offers the choice of RRSP, TFSA, and Cash accounts. To further support your savings, IFT provides a company matching program, helping you grow your investments more effectively.

Promoveo:

IFT celebrates choice and offers the ability to work in office (Vancouver, BC), hybrid or remote (for most roles). We know that our team members are the most important part of our business and we trust in our team members to work in a way that provides them the ability to succeed in their work.

IFT is an equal opportunity employer and employs team members without regard to Indigenous identity, race, colour, ancestry, place of origin, political belief, religion, marital status, family status, physical or mental disability, sex, sexual orientation, gender identity or expression, age, or any other protected personal characteristic. Accommodations are available on request for candidates taking part in all aspects of the recruitment process. If needed, please notify our Talent Acquisition Team.

Artificial Intelligence (AI) tools may be used in the process to screen, assess, or select applicants for a position but all decisions and determinations are made exclusively by the hiring team.

This job posting is for an existing vacancy within the organization.

Offers of employment are conditional upon satisfactory completion of background screening, including references, criminal and credit checks, conducted in accordance with applicable privacy laws.