Strategic Account Manager

Trio Capital; Mount Laurel Township, Northern (NJ, KY); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical, dental, and vision plans with

HSA/FSA options

Life insurance

Disability plans

Generous PTO policy

Employer-match 401K

Job summary

Trio Capital is seeking a Strategic Account Manager to support program accounts from onboarding to funding. You will manage the end-to-end workflow of application origination, deliver credit decisions, and handle documentation and funding for working capital contracts.

Responsibilities include developing key relationships, promoting Trio’s programs to decision makers, and ensuring compliance with fraud checks and servicing requirements.

Qualifications

• 3+ years in financial services, sales, or documentation.
• Associate or Bachelor’s degree or equivalent education/experience preferred.
• Proficiency in Microsoft Office (Excel and Word) and basic tech fluency.

Responsibilities

• Develop relationships with key application decision makers within the account.
• Promote Trio’s programs and service levels to decision makers and influencers.
• Close for applications with account decision makers and sales reps.
• Verify and screen prospective customers to align with Trio’s credit appetite.
• Enter credit applications and create documents via Trio’s Portal.
• Provide timely responses on credit decisions and information requests.
• Coordinate funding and documentation for program accounts and contracts.
• Communicate trends and market intelligence to leadership to protect and grow originations.

Skills

Multitasking

Detail-oriented

Interpersonal skills

MS Office (Excel/Word)

Small business lending knowledge

Education

Associate or Bachelor's degree or equivalent

3+ years in financial services, sales, or documentation

Tools

Microsoft Office Suite

Job description

Description

Position Responsibilities:

The Strategic Account Manager (SAM) will support Program Accounts onboarded by Leadership and the Major Account team by handling the daily end-to-end workflow of the application origination process. There will also be a period in which the Strategic Account Manager will be responsible for documentation and funding of Trio’s Working Capital and Business Advance contracts. The end-to-end processing of Program Accounts will include application entry in Trio’s Application Portal, delivering Credit Decisions to the Program Vendor and documentation and funding of the approved contracts.

Key Responsibilities

• Develop relationships with the key application decision makers within the account
• Communicate and promote Trio’s programs and service levels to key decision makers and influencers
• Close for applications with account decision makers and sales reps
• Verify and screen prospective customers to ensure alignment with Trio’s credit appetite
• Enter credit applications and create documents via Trio’s Portal
• Make timely responses on credit decisions and information requests
• Responsible for pull-through on program accounts, including creating quotes, entering applications, generating documents, and obtaining the necessary information from the vendor and/or customer to fund the transaction
• Conduct critical review of fraud checks and ensure compliance procedures are followed to process
• Build relationships and offer exceptional service to our Major Accounts to ensure continued flow of business
• Proactively communicate with Major Accounts to expand relationships with key players and customers
• Work with support departments on any customer service, collection, accounting or servicing related topics, including NSF, Title, Insurance and other servicing items
• Communicate with Trio leadership on any trends, pertinent program information, or market intelligence to help protect and grow our originations with the respected program

Requirements

Skills & Specifications

• Ability to multitask and adapt to changing priorities
• Detail-oriented with excellent organizational and time management skills
• Good interpersonal relationship skills and motivation for personal growth
• Required knowledge of computer systems and proficiency in Microsoft Office (Excel and Word)
• Small business lending industry knowledge to process leases, loans, and business advances

Education & Qualifications:

• 3+ years in financial services, sales, or documentation
• Associate or bachelor’s degree or equivalent education/experience preferred

Company Summary

Trio is a proven equipment finance and working capital partner, dedicated to helping small businesses succeed by making access to finance solutions simple and dependable. As an independent, American-owned and operated organization, Trio is passionate about building lasting relationships and serving as a knowledgeable, trusted partner.

With experienced teams across credit, underwriting, and funding, Trio provides fast, reliable turnaround and a relationship-first approach that positions it as an extension of its partners’ businesses, helping them close more deals, deepen loyalty, and drive long-term growth.

Trio empowers and trains team members at all levels to make quick decisions in service to our relationships and ensure the flexibility and nimbleness required to compete in today’s marketplace. Trio is the perfect workplace for those who are motivated and have a desire to be part of a growing, agile, and diverse organization where you can make a difference every day.

The company offers a flexible work environment and encourages innovation and team member development. Benefits include medical, dental, and vision plans with HSA and FSA options; life insurance and disability plans; along with a generous PTO policy and employer-match company 401K plan.

Trio is a subsidiary of Channel, a leading provider of equipment finance and working capital financing solutions. The company operates five office locations in four states, repeatedly listing among Top Workplaces and ranked among the 500/5000 fastest-growing private companies in the U.S. by Inc. Magazine for more than 10 years consecutively.