National Accounts Lead — Finance & Partnerships

Truist; Atlanta (GA); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Health insurance

401k plan

Paid time off

Paid holidays

Job summary

Truist in Atlanta is seeking a National Accounts Manager to build strong relationships with national dealers and deliver exceptional client experiences. You will be the primary contact, drive engagement, and identify growth opportunities while collaborating with cross-functional teams.

This role requires 6–8+ years of B2B sales or relationship management, excellent communication, and data analysis skills, with occasional travel to support dealer activities and events.

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 escalation 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.

Job description

Truist in Atlanta is seeking a National Accounts Manager to build strong relationships with national dealers and deliver exceptional client experiences. You will be the primary contact, drive engagement, and identify growth opportunities while collaborating with cross-functional teams.

This role requires 6–8+ years of B2B sales or relationship management, excellent communication, and data analysis skills, with occasional travel to support dealer activities and events.