Corporate Account Executive

PURPOSE OF JOB:

This non-supervisory position is responsible for developing and maintaining vehicle and equipment leasing and finance business. Working closely in conjunction with the company's administrative, operations and accounting staff, the Corporate Account Executive (CAE) is responsible for generating sales that meet company criteria which will align with strategic growth initiatives. 

JOB DUTIES:

Sales Originations

• Achieve sales goals as defined in the Annual Business Plan by working existing client base for additional business as well as establishing new customer accounts through a variety of activities, such as outside lunches, trade shows, and client visits, which are all expected in the development of new business and the growth of the existing customer base.
• Work with our Director of Marketing and the Vice President, Business Development to actively produce digital campaigns to assist in lead generation.
• Follow marketing plan initiatives.
• Prepare presentations and relationship documentation.
• Quote deals, locate equipment and vehicles, and follow workflows for underwriting and required documentation.
• Effectively and timely utilize various software systems and applications associated with our business including Aspire and Salesforce.

Customer Relationship Management

• Actively contact existing active and dormant customers, servicing their needs for new business, quoting, pricing, and locating equipment as well as continual development of those relationships.
• Contact customers as defined in and following the United Leasing & Finance (ULF) Sales Customer Relationship Management Policy & Procedure.
• Actively manage the maturing lease/loan contacts, arranging disposition details and operational notifications to both accounting and billing departments respective to all assigned mature accounts. Verify that the list is accurate. Ensure these customers are thanked for their business and seek opportunities for additional business.
• Assist in the collection of existing past-due customer accounts, as required.
• Using Salesforce, follow-up on all prospects, current, and dormant customers as defined in Business Plan. 
• Closely monitor and report on competitor activities, marketplace concerns, and other activities which could impact the company in your market area.
• Coordinate frequent customer visits, as approved by management.
• Conduct Quarterly Review meetings with key customers. 

Credit Analysis

• Obtain required credit and financial information from credit applicants and prepare a credit overview of each new sales opportunity.
• Maintain basic knowledge of the interpretation of financial statements, balance sheets, profit/loss and income statements, etc. as required in the completion of management approval documentation.

General

• Ensure prompt and regular attendance.
• Perform other appropriate duties as may be assigned by Management.
• Travel as business needs may require.
• Ensure involvement in Community Service initiatives to support the corporate philosophy of giving back.

Quality & Continuous Improvement

• Personally commit to quality in all aspects of work.
• Provide World Class Customer Service for internal and external customers.
• Participate in and promote the established Quality Improvement Process (QIP) for continuous improvement.
• Participate on teams to research, measure, and correct problems and to strive for process improvement.
• Communicate and exemplify the Company's Mission Statement, Vision Statement, Values, and Philosophy.
• Attend at least ten (10) credit hours of training each calendar year to continue development of work-related skills.

Full-Time Employee Benefit Options Include:

• Health, Dental, & Vision Insurance
• 401(k) Retirement Savings Plan with Company Match, including Roth option
• Flexible Spending Accounts and/or Health Savings Accounts, including potential for company contributions based on annual health risk assessments
• Life and Accidental Death & Dismemberment Insurance
• Short- and Long-Term Disability Insurance
• Supplemental Voluntary Insurance Policies with options for Critical Illness, Hospital Indemnity, and Accidents
• Paid Time Off for Vacation, Sick, and Holidays
• Employee Assistance Program

This does not necessarily list all responsibilities, duties, requirements, or efforts associated with the job. While this list is intended to be an accurate reflection of the job, the company reserves the right to review and modify as circumstances or business needs require.

Education:

• Bachelors degree is minimally required.

Experience:

• Sales, Marketing, or Finance employment experience is highly preferred.

Other Knowledge, Skills, Abilities & Competencies:

• Prior financial experience.
• Detail orientation.
• Ability to effectively prioritize and multitask in a fast-paced environment.
• Strong problem-solving and negotiating skills.
• Ability to meet and exceed sales targets.
• Intermediate working knowledge of Microsoft Outlook, Word, and Excel.
• Prior working knowledge of Customer Relationship Management (CRM) systems is preferred.
• Maintain confidentiality.