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salesforce tableau excel 360 financeπ Description
- Own revenue across accounts and branches to grow financing adoption and revenue.
- Develop strategic account plans by understanding client objectives and challenges.
- Engage with decision-makers to present financing solutions and drive adoption.
- Collaborate with account mgmt, lender ops, sales, product, and engineering.
- Demonstrate deep knowledge of the 360 Finance platform to add value.
- Monitor account health and proactively address risks to maximize usage.
π― Requirements
- 4+ years account management; 2+ years in home improvement lending.
- Experience in home service financing and upselling/cross-selling.
- Previous team leadership experience preferred.
- Salesforce proficiency; Excel intermediate/advanced; Tableau a plus.
- Willing to travel up to 40% (overnight/multi-day).
- Strong communication, analytical skills, and ability to influence executives.
π Benefits
- Performance bonus or commission and RSU equity.
- Health care, retirement benefits, and paid time off.
- Equal opportunity employer; inclusive, compliant workplace.
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