Account Manager at Watercress Financial Group LLC

West Des Moines, Iowa, United States -

Full Time

Start Date

Immediate

Expiry Date

10 Jul, 26

Salary

0.0

Posted On

11 Apr, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer service, Sales, Account management, Training facilitation, Relationship building, Salesforce, Microsoft Office, Microsoft Teams, Problem-solving, Communication, Business analysis, Onboarding, Retention, Lead generation, Time management, Multi-tasking

Industry

Financial Services

Description

Description JOB SUMMARY The role is responsible for promoting the company’s solutions to the existing and assigned home improvement contractors and driving revenue growth from existing business. This role also is directly responsible for the onboarding experience of new home improvement contractors – delivering a training experience explaining our software and practices. This position is the single point of contact for the daily needs of our existing contractor network. May also have responsibility for both direct-relationship and Channel Partner relationship home improvement contractors. RESPONSIBILITIES Motivated, customer-focused, and sales-driven to surpass annual quotas within an assigned base of home improvement contractors and/or Channel Partner relationships Collaborate with direct supervisor as well as field-based Sales team members to manage the existing home improvement contractor network; identify business opportunities (un-seating competitive financing providers, introducing new products, processes, (re)training, etc.) from within the program Partner with our field-based Sales Team, Marketing, Credit, and Operations to support assigned home improvement contractors’ usage of our products and services Manage the home improvement contractor relationships with primary focus on retention and higher Watercress financing product usage Market / re-market Watercress Financials' lending products directly to the existing home improvement contractor network Develop and foster relationships to expand financing program penetration within each home improvement contractor and/or Channel Partner relationship Perform in-person and/or online contractor onboarding duties (collecting rosters, delivering training sessions, post-testing, issuing credentials) for contractors Ensure all aspects of home improvement contractor relationships receive ongoing attention to grow and elevate contractor loyalty and product usage Assist home improvement contractors with payment solutions understanding and using our financial products/services Track communication, activity, and action items within Salesforce CRM and other proprietary network systems Assist with other tasks and duties as required Requirements QUALIFICATIONS A completed Bachelor’s Degree from an accredited university or a combination of post-secondary education and work experience 3-5 years of experience in a vendor focused point of sale financing or leasing business role as an Inside Sales representative, customer service or related role KNOWLEDGE AND SKILLS Exceptional customer service and contact management skills Positive attitude, highly motivated, ability to work independently in a team environment Outgoing, confident personality, comfortable in dealing with contractors and Watercress employees Experience and comfort facilitating online and in-person meetings/training sessions Intermediate to advanced skills with the following software: Salesforce, Microsoft Office, Microsoft Teams Experience documenting process and comfort composing detailed answers to questions submitted from our contractor network Very strong communication and business skills; Proven problem-solving expertise Ability to accept feedback, criticism or be part of difficult conversations Excellent organization and multi-tasking abilities Proactive with ability to quickly learn new systems and procedures Dedicated team player and willing to go the extra mile to grow the business Strong business office knowledge and analytic skills OTHER This position is eligible for participation in our Salary Incentive Program (SIP) and has commission opportunities following a 90-day employment period

Responsibilities

The Account Manager is responsible for promoting financial solutions to home improvement contractors and driving revenue growth within an assigned network. They also manage the onboarding process, provide training, and serve as the primary point of contact for contractor needs.