Sales Support, Development - SMG Unit

GreatAmerica Financial Services Corporation; Cedar Rapids (IA); On-site; USD 40,000 - 65,000; Full time

Benefits offered by this job

Competitive compensation

Monthly bonuses for eligible employees

401(k) with company match

Annual profit sharing

Paid vacation (starting at 80 hours)

Job summary

GreatAmerica Financial Services Corporation in Cedar Rapids, IA is seeking a Sales Support Specialist / Client Transaction Specialist to execute financing programs from application to funding and to support the sales process with accuracy and efficiency.

You will collaborate with sales, credit, documentation, account support, and leadership to ensure smooth funding, maintain detailed notes, and nurture customer relationships across platforms.

Qualifications

• High school graduate or equivalent; bachelor’s degree preferred.
• 1 year of customer service experience; financial services preferred.
• Experience in financial services or leasing preferred but not required.
• Strong customer service and communication skills.

Responsibilities

• Execute transaction components promptly, accurately, and consistently.
• Compute rate calculations based on rate economics and procedures.
• Provide proactive communication with customers and internal teams regarding program trends and opportunities.
• Respond to inquiries, conduct research, and identify mutually beneficial resolutions.
• Manage daily communication flow across platforms, maintaining detailed notes and supporting transactional records.
• Gather, review, and input customer documentation and credit decisions to ensure accurate funding preparation.
• Guide transactions from application entry through funding.
• Collaborate with sales, credit, documentation, account support, portfolio management, and leadership to meet customer commitments.
• Identify areas for improvement and communicate solutions across functions.

Skills

Customer service

Verbal communication

Written communication

Time management

Organizational skills

Education

Bachelor's degree in business

Tools

MS Office

CRM systems

Job description

GreatAmerica Financial Services is a leading equipment financing provider serving businesses across the United States. We pride ourselves on customer service, principle-centered business, and a team-based operating approach. If you enjoy leveraging customer knowledge, tools, and technology to deliver exceptional experiences and thrive in a fast-paced environment, we invite you to join the Sales Support Team.

Overview

As a Sales Support Specialist / Client Transaction Specialist, you will execute finance programs and transactions accurately, manage customer relationships, and support the sales process from application to funding. Your role will drive sales goals while ensuring flawless execution of customer financing programs.

Responsibilities

• Execute all transaction components promptly, accurately, and consistently, meeting quality metrics and exceeding customer expectations.
• Compute rate calculations based on knowledge of rate economics and procedures.
• Provide proactive communication with customers and internal teams regarding program trends and opportunities.
• Respond to inquiries, conduct research, and identify mutually beneficial resolutions.
• Manage daily communication flow across platforms, maintaining detailed notes and supporting transactional records.
• Gather, review, and input customer documentation and credit decisions to ensure accurate funding preparation.
• Guide transactions from application entry through funding.
• Collaborate with sales, credit, documentation, account support, portfolio management, and leadership to meet customer commitments.
• Identify areas for improvement and communicate solutions across functions.

Qualifications

• High school graduate or equivalent required; bachelor’s degree in business, marketing, or related field preferred.
• 1 year of customer service experience, or experience in the financial services industry, preferred.
• Prior experience in financial services or leasing is preferred but not required.
• Strong customer service focus with excellent verbal and written communication skills.
• Proficiency in MS Office and ability to work across multiple computer systems.
• Mathematical aptitude and strong organizational and time-management skills.
• Ability to thrive in a fast-paced, open-work environment.

Benefits

• Competitive compensation
• Monthly bonuses for eligible employees
• 401(k) with company match
• Annual profit sharing
• Paid vacation (starting at 80 hours per year for first-year employees)
• Paid sick days (10 per year) with conversion option for unused time
• Paid holidays (10 per year)
• Gym reimbursement
• Health, dental, vision, short‑term and long‑term disability insurance
• Company‑paid life insurance
• Flexible Spending Account (FSA) and Health Savings Account (HSA)
• Employee Assistance Program, parental leave, tuition assistance, and leadership development opportunities
• Perks: paid parking service awards, hybrid work arrangements, business‑casual environment

We value diverse backgrounds and add new perspectives. Please note, applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa.

Apply at www.greatamerica.com/careers.