Account Manager

Regents Capital Corp.

$45K — $300K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 2+ years of sales experience in the equipment leasing/financing industry
  • 4-Year College degree in Sales/Marketing or related field preferred
  • Strong understanding of deal structures, pricing, terminology, funding requirements, and credit stipulations
  • Proficiency in amortizing software, preferably T-Value
  • Ability to read and interpret general business documents
  • Comfortable in a fast-paced, quota-driven environment
  • Experience with Salesforce CRM is a bonus

Responsibilities

  • Structure, price, and negotiate lease and loan packages
  • Maintain relationships with C-level executives and identify qualified leads through daily calls
  • Utilize Salesforce call campaigns to achieve KPIs
  • Master our systems and processes for the proper use of Salesforce and Outreach
  • Ensure accurate proposal and submission of required documents
  • Maintain knowledge of tax, accounting, regulatory, and legal guidelines

Benefits

  • Competitive salary with aggressive commission plan
  • Ability to attend an all-expenses paid trip for top performers
  • Quarterly social club events and company parties
  • Clear success path for career growth
  • Medical, vision, and dental benefits
  • Paid vacation days and holidays
Full Job Description
Full-time position: Monday-Friday, 7AM-4PM
On-site: Costa Mesa, CA

Summary: A Regents Account Manager is an industry veteran with a history of exceeding sales goals. We are searching for a self-starter who knows the business well but is looking for the right platform to unlock their true potential.

What you'll do:

  • Structure, price, and negotiate lease and loan packages
  • Maintain current relationships with C-level executives and identify qualified leads through daily outbound calls
  • Utilize Salesforce call campaigns while achieving daily, weekly, and quarterly KPI's
  • Become a master of our systems and processes, ensuring proper utilization of Salesforce (our CRM) and Outreach (our sales engagement platform)
  • Ensure all required documents are accurately proposed, completed, and submitted to the appropriate parties
  • Maintain industry related knowledge of tax, accounting, regulatory, and legal guidelines


The experience we're looking for:

  • 2+ years of sales experience in the equipment leasing/financing industry, consistently achieving quota
  • 4-Year College degree in Sales/Marketing or related field preferred
  • Strong understanding of equipment leasing: deal structures, pricing, terminology, funding requirements, credit stipulations
  • Strong understanding of amortizing software, preferably T-Value
  • Ability to read, analyze, and interpret general business documents
  • Must be comfortable in a fast-paced, quota-driven, and results-oriented environment
  • Experience with Salesforce CRM is a bonus


Benefits:

  • Competitive salary with aggressive commission plan- $45,000 - $300,000+ with uncapped earning potential
  • Ability to attend Platinum Club: an all-expenses paid trip to an exciting destination for our top performers
  • Quarterly social club events for high performers, company parties and other events
  • A clear success path within the company, we want you to grow and lead with us
  • Medical, vision, dental benefits
  • Paid vacation days and holidays

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