Account Manager

Valid8 Financial, Inc.; Costa Mesa (CA); On-site; USD 45,000 - 300,000; Full time

Benefits offered by this job

Uncapped earning potential

Paid vacation days and holidays

Quarterly social club events

All-expenses paid trip for top performers

Job summary

Valid8 Financial, Inc. is looking for a talented Account Manager to join our team in Costa Mesa, California. The ideal candidate will have over two years of sales experience in the equipment leasing or financing industry and a strong understanding of deal structures and pricing. In this role, you will be responsible for structuring and negotiating lease and loan packages while maintaining relationships with C-level executives. This position offers a competitive salary with an aggressive commission plan, plus opportunities for career growth and participation in exclusive company events.

Qualifications

• 2+ years of sales experience in the equipment leasing/financing industry, consistently achieving quota.
• Strong understanding of deal structures, pricing, and funding requirements.
• Must be comfortable in a fast-paced, quota-driven, and results-oriented environment.

Responsibilities

• Structure, price, and negotiate lease and loan packages.
• Maintain relationships with C-level executives and identify qualified leads.
• Utilize Salesforce call campaigns while achieving KPIs.

Skills

Sales experience

Equipment leasing knowledge

Analyzing documents

Salesforce CRM

Education

4-Year College degree in Sales/Marketing or related field

Tools

Salesforce

T-Value

Job description

Company Story: Regents Capital Corporation ranks in the top 30 private independent equipment financing companies in the United States and has 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 KPIs
• 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
• 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
• Paid vacation days and holidays