Director of Strategic Accounts

This is a fully remote position, open to applicants in New Jersey.

📋 Description

• Identify and engage with national manufacturers that provide capital equipment across primary sectors.

• Create and implement strategic plans for acquiring new accounts.

• Navigate intricate sales processes while fostering relationships with C-level executives and VPs.

• Generate new business through prospecting, networking, referrals, industry events, and targeted outreach.

• Maintain an active sales pipeline and provide accurate forecasts for future production.

• Collaborate with senior leadership and underwriting teams to design financial solutions.

• Deliver tailored presentations and solution-oriented proposals that align with clients’ sales and financial objectives.

• Showcase Trio’s financing programs, technology tools, and value-added services.

• Lead contract negotiations and onboarding processes for new accounts.

• Conduct program kickoff meetings both internally and externally.

• Utilize the CRM to document activities and manage sales opportunities.

• Work collaboratively with finance, marketing, credit, and operations teams.

• Stay informed about client business models, industry dynamics, and emerging trends.

• Drive product initiatives that support the growth of national accounts.

• Coordinate the requirements for products and systems, campaigns, and product launches.

• Design and evaluate products, programs, and marketing materials.

• Monitor sales activities, penetration rates, and KPIs using program reports.

• Conduct quarterly account reviews and adjust programs based on feedback.

• Achieve KPIs including new programs, finance volume, portfolio performance, customer satisfaction, retention, and cross-selling.

⛳️ Requirements

• Over 7 years of sales experience in the equipment finance sector.

• Proven track record of securing C-level program agreements.

• Strong grasp of national account sales cycles and experience selling to large accounts in small to mid-ticket markets up to $500,000.

• In-depth knowledge of the equipment finance market.

• Experience in qualifying and closing national accounts and formally responding to RFPs.

• Understanding of manufacturer-based programs within the equipment finance industry.

• Comprehensive understanding of diverse markets and industries within the equipment finance sector.

• Proficient with CRM systems (Salesforce.com), PowerPoint, and Excel.

• Exceptional skills in qualification, relationship initiation, building, and management.

• Excellent communication and interpersonal skills.

• Experience managing programs for large national accounts.

• Familiarity with financial pricing applications (T-Value, Super Trump, HP).

• Bachelor’s degree or equivalent education and experience is preferred.

• Willingness to travel domestically up to 60% of the time.

• Proactive, collaborative, problem-solving, enthusiastic, coachable, and accountable.

🏝️ Benefits

• Flexible work environment.

• Medical, dental, and vision insurance plans.

• HSA and FSA options available.

• Life insurance and disability coverage.

• Generous Paid Time Off (PTO) policy.

• Employer-matched company 401K plan.

• Opportunities for team member development.

• Commission structure.