Related skills
data analysis salesforce business intelligence tableau excel📋 Description
- Own revenue performance across accounts and branches.
- Build strategic account plans to drive satisfaction and retention.
- Engage decision-makers—from managers to C-level—to drive adoption.
- Collaborate with lender ops, sales, product, and engineering.
- Demonstrate knowledge of 360 Finance platform and best practices.
- Monitor account health and optimize performance.
🎯 Requirements
- 4+ years of total account management experience.
- 2+ years in home improvement sales, lending, or financing with upselling.
- Experience in home service financing or POS financing preferred.
- Proficiency in Salesforce and Excel; Tableau a plus.
- Willingness to travel up to 40% (overnight trips).
- Excellent communication with ability to influence executives.
- Strong analytical skills and business acumen.
- Onboarding through renewal: proven ability to build partnerships.
- Comfortable navigating ambiguity; highly organized and detail oriented.
- Bachelor's degree preferred or equivalent experience.
🎁 Benefits
- Health care benefits
- Retirement benefits
- Paid time off, sick leave, parental leave
- Other tax-benefit benefits
- Performance bonus or commission
- Equity in RSUs
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