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account management salesforce tableau excel financing📋 Description
- Own revenue across assigned accounts and branches
- Drive financing adoption and close rates for growth
- Collaborate with lender ops, sales, product, and engineering
- Onboard new customers and ensure smooth transitions
- Present financing solutions to decision-makers
- Monitor account performance and drive usage
🎯 Requirements
- 4+ years account management experience
- 2+ years in home improvement sales or lending; upselling
- Experience in home service financing preferred
- Salesforce and Excel proficiency; Tableau a plus
- Willing to travel up to 40%
- Bachelor's degree preferred or equivalent
🎁 Benefits
- Performance bonus or commission eligibility
- Equity in RSUs
- Health care benefits
- Retirement benefits
- Paid time off / sick leave / vacation
- Other tax-reportable benefits
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