Customer Relationship & Financing Account Manager

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 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.