National Accounts Growth Manager - Finance & Partnerships

Truist

Boca Raton (FL)

On-site

USD 90,000 - 140,000

Full time

14 days+

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Benefits offered by this job

Medical insurance
Dental insurance
Vision insurance
401(k) plan
Paid time off

Job summary

Truist seeks a National Accounts Manager to manage a portfolio of national dealer accounts, serving as the trusted advisor and primary contact. You will drive partner engagement, provide training, and expand opportunities to increase loan volume and improve the customer experience.

The role requires strong relationship-building, data analysis, and cross-functional collaboration across Sales, Marketing, Legal, and Operations, with occasional travel to meet partners and events.

Qualifications

  • Bachelor’s degree or an equivalent combination of education and related work experience.
  • Proven ability to build internal and external relationships to deliver against business unit and corporate goals.

Responsibilities

  • Responsible for building and developing solid relationships through ownership of a portfolio of national dealer accounts, serving as their trusted advisor and primary contact.
  • Drive partner engagement by providing ongoing training, program updates, and sales enablement support.
  • Identify and develop new business opportunities for Service Finance
  • Ability to support National dealer account strategies through pricing and product offerings.
  • Analyze partner performance and implement strategies to increase loan submissions, approval rates, and funded volume.
  • Proactively identify opportunities for expanding the relationship (e.g., adding new locations, sales reps, or loan programs).
  • Prepare materials and conduct regular account reviews (Quarterly Business Reviews) and business check-ins via phone, video conference, and in-person (as needed).
  • Promptly and effectively resolve any questions, concerns, or technology related challenges using independent and critical thinking skills.
  • Collaborate with internal teams (Sales, Marketing, Legal, Operations) to resolve partner issues quickly and effectively.
  • Monitor usage metrics and elevate at-risk accounts to senior leadership.
  • Maintain detailed records of partner interactions, activity, and progress using CRM tools (e.g., Salesforce) and internal systems.
  • As needed, represent the company at meetings, trade shows, conferences and other industry functions.
  • Provide feedback to leadership and operations teams based on partner needs and market insights.
  • Utilize Truist banking products to deliver deepened commercial client experience to solve Dealer business challenges.

Skills

Strong communication
Interpersonal skills
Presentation skills
Data analysis
Cross-functional collaboration
Problem solving
Self-starter

Education

Bachelor’s degree

Tools

Salesforce
Microsoft Office

Job description

Truist seeks a National Accounts Manager to manage a portfolio of national dealer accounts, serving as the trusted advisor and primary contact. You will drive partner engagement, provide training, and expand opportunities to increase loan volume and improve the customer experience.

The role requires strong relationship-building, data analysis, and cross-functional collaboration across Sales, Marketing, Legal, and Operations, with occasional travel to meet partners and events.

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