Account Representative

Northland Capital Equipment Finance; Saint Cloud (MN); Híbrido; USD 65.000 - 80.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical insurance

Dental insurance

Vision insurance

Life insurance

PTO

401(k) employer match

Defined benefit plan

Tuition reimbursement

Descripción de la vacante

Northland Capital in St. Cloud, MN is seeking two Account Representatives focused on current customers to drive repeat financing opportunities and long-term growth.

This hybrid, in-office role partners with Sales, Marketing, Credit and Operations to deliver an exceptional customer experience and funding outcomes. The position emphasizes proactive outreach, relationship management, and warmth-driven opportunities with a focus on existing customers.

Formación

• Two or more years of phone-based sales, account management, business development, customer success, or customer outreach roles with emphasis on relationship building and outbound calling.
• Experience using Salesforce or a similar CRM platform.

Responsabilidades

• Build and strengthen relationships with existing customers through outbound calls, email outreach, and follow-up communication.
• Identify financing opportunities within Northland's current customer portfolio.
• Maintain a high level of phone activity to drive customer engagement and pipeline development.
• Guide customer transactions from initial outreach through funding, ensuring responsiveness and a positive customer experience.
• Present financing options that meet customer needs.
• Collaborate with the New Business Development team to transition new customers into ongoing relationship management and share dealer opportunities.
• Respond to opportunities generated through marketing campaigns, internal referrals, and personal outreach.
• Partner with Marketing on customer retention and repeat-business initiatives.
• Verify equipment delivery and support funding authorization processes.
• Maintain accurate records in Salesforce and other systems.
• Contribute to team goals and departmental initiatives.
• Use critical thinking and sound judgment to solve problems and adapt to changing priorities.

Conocimientos

Verbal communication

Active listening

Organizational skills

Analytical mindset

Problem solving

Team oriented

Self-motivated

CRM experience

Educación

Bachelor's degree not required

Herramientas

Salesforce

Descripción del empleo

Northland Capital is seeking two motivated and relationship-focused Account Representative, Current Customer Focus to help drive repeat business and long-term customer growth. This role is responsible for building and maintaining relationships with Northland's existing customers, identifying financing opportunities, and guiding transactions from initial outreach through funding. Working closely with Sales, Marketing, Credit, and Operations teams, this position plays a key role in delivering an exceptional customer experience while supporting portfolio growth and customer retention.

The position is focused on proactive customer outreach, relationship management, repeat financing opportunities, and pipeline development within Northland's current customer base. This is a phone-forward sales role that emphasizes customer engagement, problem-solving, and collaboration across departments. Cold calling is not required, as the focus is exclusively on existing customers and warm opportunities.

Deadline to Apply: November 6, 2026

This is a hybrid position based in St. Cloud, Minnesota, requiring regular in-office presence each week. Candidates must live within commuting distance or be willing to relocate.

What You'll Do

• Build and strengthen relationships with existing customers through outbound calls, email outreach, and follow-up communication.
• Identify financing opportunities within Northland's current customer portfolio.
• Maintain a high level of phone activity to drive customer engagement and pipeline development.
• Guide customer transactions from initial outreach through funding, ensuring responsiveness, accuracy, and a positive customer experience.
• Present and communicate financing options that meet customer needs.
• Collaborate closely with the New Business Development team to:
  • Transition new customers into ongoing relationship management.
  • Share dealer and referral opportunities uncovered through customer conversations.
• Respond to opportunities generated through marketing campaigns, internal referrals, and personal outreach.
• Partner with the Marketing team on customer retention and repeat-business initiatives.
• Verify equipment delivery and support funding authorization processes.
• Maintain accurate and timely records in Salesforce and other systems.
• Contribute to team goals and departmental initiatives.
• Use critical thinking and sound judgment to solve problems and adapt to changing priorities.

What We're Looking For

Required Qualifications

• Excellent verbal communication and active listening skills.
• Comfortable spending a significant portion of the day on inbound and outbound phone calls.
• Strong organizational skills with the ability to manage multiple priorities.
• Analytical mindset with effective problem-solving abilities.
• Ability to thrive in a fast-paced, deadline-driven environment.
• Positive, team-oriented attitude and a passion for building customer relationships.
• Experience using CRM systems to manage outreach and customer information (Salesforce preferred).
• Self-motivated with the ability to work independently while collaborating effectively with others.

Education & Experience

Preferred

• Two or more years of experience in phone-based sales, account management, business development, customer success, or customer outreach roles with a strong emphasis on relationship building and outbound calling.
• Experience using Salesforce or a similar CRM platform.

Nice to Have

• Experience in commercial lending, equipment finance, banking, or B2B sales. No equipment finance experience? That's okay. We'll train the right candidate.

Education

A bachelor's degree is not required. We value relevant experience, relationship-building skills, communication abilities, and a proactive approach to customer engagement.

Total Compensation: $65,000-$80,000 annually, depending on performance and experience. Commission is earned through a structured incentive plan tied to individual and team results.

Other Incentives: Eligible for company profit-sharing tied to company and individual performance

Benefits: Medical, dental, vision and life insurance; PTO; 401(k) employer match; defined benefit plan; tuition reimbursement. Applicants must be authorized to work in the U.S. We are unable to sponsor visas at this time.