Added
30 minutes ago
Type
Full time
Salary
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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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