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account management salesforce tableau excel pos📋 Description
- Own revenue across accounts and branches; drive adoption and growth.
- Understand clients' objectives to create strategic account plans.
- Engage decision-makers—from managers to C-level—to present financing solutions.
- Collaborate with leadership, lender ops, sales, product, and engineering.
- Demonstrate in-depth knowledge of the 360 Finance platform.
- Monitor account health, identify risks, and drive usage and outcomes.
🎯 Requirements
- 4+ years total account management; 2+ years in home-improvement lending; upsell/cross-sell.
- Experience in Home Service financial services, lending, or POS financing preferred.
- Salesforce proficiency; strong Excel; Tableau or BI tools a plus.
- Travel up to 40%, including overnight and multi-day trips.
- Excellent communication to influence and present to executives; train sales reps on the 360 Finance platform.
- Strong analytical skills and business acumen to drive performance.
- Proven ability to manage onboarding through renewal while building strategic partnerships.
- Highly organized and process-driven; Bachelor's degree preferred or equivalent.
🎁 Benefits
- Eligible for performance bonus or commission.
- Equity in restricted stock units.
- Health care benefits.
- Retirement benefits.
- Paid time off / vacation benefits.
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