Service Finance National Accounts Manager

Truist; Boca Raton (FL); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Medical benefits

Paid time off

Retirement plan

Job summary

Truist is seeking a National Accounts Manager in the United States to build long‑term relationships with a portfolio of national dealers and partners. You will educate, train, and support partners, drive loan volume, and ensure an exceptional experience through consultative engagement.

Responsibilities include managing accounts, identifying growth opportunities, and coordinating with Sales, Marketing, Legal, and Operations. Strong communication, data analysis, and CRM proficiency are required.

Qualifications

• Bachelor’s degree or equivalent in business or related field.
• 6–8+ years of B2B sales or relationship management experience.

Responsibilities

• Manage a portfolio of national dealer accounts as the primary contact.
• Drive partner engagement through training, program updates, and support.
• Identify new business opportunities and expand the relationship.
• Collaborate with internal teams to resolve partner issues and improve processes.

Skills

Relationship management

Sales leadership

Communication

Data analysis

CRM tools

Education

Bachelor’s degree

Tools

Salesforce

MS Office

Job description

Language Fluency: English (Required)

Work Shift: 1st shift (United States of America)

Job Grade: 112

Please review the following job description:

The National Accounts Manager’s primary role is to build solid long lasting commercial client relationships through consistent delivery of dedicated relationship management. The National Accounts Manager will serve as the primary point of contact for a portfolio of large national Dealers and partners. This role is responsible for driving partner engagement, maximizing loan volume, and ensuring an exceptional experience throughout the relationship. This position is required to use a consultative approach to educate partners, identify growth opportunities, resolve issues, and deepen relationships.

ESSENTIAL DUTIES AND 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.

QUALIFICATIONS

• Bachelor’s degree or an equivalent combination of education and related work experience.
• Previous sales management experience (6-8+ years) in a business to business sales or relationship management environment
• Strong communication, interpersonal, and presentation skills.
• Ability to analyze data and translate it into actionable insights.
• Proactive, resourceful, and capable of managing nationally recognized high-volume dealer accounts.
• Proven ability to build internal and external relationships to deliver against business unit and corporate goals.
• Demonstrated national account experience; developing relationships and closing deals
• Broad base knowledge of the sales process from lead generation to relationship management.
• Comfortable working cross-functionally and advocating for partner needs.
• Proficient with CRMs, sales enablement tools, and virtual communication platforms and Microsoft Office suite of products.
• Willingness to travel occasionally for partner visits or events (as needed).
• Customer focused approach
• Excellent organizational skills
• Ability to solve complex problems and challenges independently using critical thinking skills.
• Self-starter
• Home Improvement Lending (Dealer) experience

Preferred Qualifications

• Experience in lending, fintech, or the home improvement industry is strongly preferred.
• Experience with financial products and services for contractors or small business owners.
• Knowledge of the home improvement, remodeling, or construction industry.

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.