Account Manager

Socket.dev; Costa Mesa (CA); On-site; USD 45,000 - 300,000; Full time

Benefits offered by this job

Uncapped earning potential

Platinum Club trip for top performers

Quarterly social events and company-b2

Medical, vision, dental benefits

Paid vacation days and holidays

Job summary

Regents Capital Corporation is seeking an Account Manager for our Costa Mesa, CA office. The role focuses on structuring, pricing, and negotiating lease and loan packages while maintaining relationships with C-level executives and identifying qualified leads through daily outbound calls.

You will leverage Salesforce to drive campaigns and meet KPI targets, ensuring accurate documentation and adherence to tax, accounting, regulatory, and legal guidelines.

Qualifications

• 2+ years of sales experience in the equipment leasing/financing industry.
• Bachelor's degree in Sales/Marketing or related field preferred.
• Strong understanding of equipment leasing deal structures, pricing, terminology, funding requirements, credit stipulations.
• Comfort in a fast-paced, quota-driven environment.

Responsibilities

• Structure, price, and negotiate lease and loan packages.
• Maintain relationships with C-level executives and identify qualified leads through daily outbound calls.
• Utilize Salesforce call campaigns while achieving daily, weekly, and quarterly KPI’s.
• Become a master of our systems and processes, ensuring proper utilization of Salesforce and Outreach.
• Ensure all required documents are accurately proposed, completed, and submitted to the appropriate parties.
• Maintain industry related knowledge of tax, accounting, regulatory, and legal guidelines.

Skills

Sales experience

Salesforce CRM

Outbound calling

Negotiation

Relationship management

Education

Bachelor's degree in Sales/Marketing or related field

Tools

Salesforce CRM

Job description

Full-time position: Monday-Friday, 7AM-4PM
On-site: Costa Mesa, CA

Company Story:

Regents Capital Corporation ranks in the top 30 private independent equipment financing companies in the United States andhas been consistently recognized as one of the Top Places to Work in Orange County. In this trillion-dollar industry, Regents Capital provides mid-size businesses with national equipment finance solutions to help their business operate more effectively. Our success is a direct result of the strength of Regents’ platform and our team’s unwavering commitment to offering convenience and a quality of service that is unmatched in the industry. We are looking for a talented and motivated Account Manager to join our team.

Summary:

A Regents Account Manager is an industry veteran with a history of exceeding sales goals. We are searching for a self-starter who knows the business well but is looking for the right platform to unlock their true potential.

What you’ll do:

• Structure, price, and negotiate lease and loan packages
• Maintain current relationships with C-level executives and identify qualified leads through daily outbound calls
• Utilize Salesforce call campaigns while achieving daily, weekly, and quarterly KPI’s
• Become a master of our systems and processes, ensuring proper utilization of Salesforce (our CRM) and Outreach (our sales engagement platform)
• Ensure all required documents are accurately proposed, completed, and submitted to the appropriate parties
• Maintain industry related knowledge of tax, accounting, regulatory, and legal guidelines

The experience we’re looking for:

• 2+ years of sales experience in the equipment leasing/financing industry, consistently achieving quota
• 4-Year College degree in Sales/Marketing or related field preferred
• Strong understanding of equipment leasing: deal structures, pricing, terminology, funding requirements, credit stipulations
• Strong understanding of amortizing software, preferably T-Value
• Ability to read, analyze, and interpret general business documents
• Must be comfortable in a fast-paced, quota-driven, and results-oriented environment
• Experience with Salesforce CRM is a bonus

Benefits:

• Competitive salary with aggressive commission plan- $45,000 - $300,000+ with uncapped earning potential
• Ability to attend Platinum Club: an all-expenses paid trip to an exciting destination for our top performers
• Quarterly social club events for high performers, company parties and other events
• A clear success path within the company, we want you to grow and lead with us
• Medical, vision, dental benefits
• Paid vacation days and holidays