Account Manager
TFG Financial, Jackson, MS, United States
Job Details
Work environment – Primarily work from home with the requirement to attend full day on site work 1-2 times per month
Travel – Potential travel required 3-4 times per year within the United States
Working hours: Standard business hours in CST/EST time zones, with flexibility required during select periods
Salary: $40,000.00 USD (not inclusive of bonus or commission)
Job type: Permanent, full time
Location: Hattiesburg, Mississippi
Training: Full training and ongoing support provided from day one
What’s The Job The Account Manager contributes to TFS’ ongoing profitable and sustainable growth by facilitating inbound / outbound calling and contact with new and existing sales channel customers to target equipment finance opportunities. This customer‑facing role engages both external customers and internal stakeholders, managing a book of customers through the sales funnel, acquiring net new customers, fostering existing relationships, and providing equipment financing solutions across North America.
What You’ll Be Doing
Assist with the execution of sales strategies for the sales channel and contribute to its success
Establish net new relationships with customers over the phone while expanding on existing customer relationships with previously funded customers
Provide detailed credit submissions that include all relevant information required by our funding partners, such as financial statements, ownership structure, business plan, rationale for the equipment, revenue projections, industry/competitive/regional overview, etc.
Strategically advise the customer on their financing options and competitive solutions provided by lenders
Provide customers with the necessary information to complete new credit applications and credit packages
Negotiate with potential clients the terms of financial packages, including selling the terms of credit approvals and closing financing transactions, focusing on meeting and exceeding volume quotas and over‑rate targets
Process all loan applications within an acceptable timeframe and follow application guidelines, ensuring all outstanding loan‑related information is collected
Monitor, escale, or recommend loan application exceptions and overrides so that they are appropriately handled efficiently
Maintain a client database through TFS’s client relationship management software to effectively manage client resources
Strategically work with multiple lending sources to achieve the highest approval rate possible
Maintain a strong working knowledge of our lender programs
Troubleshoot deficiencies in funding or other aspects that arise in the sale/transaction process
Exceed personal monthly, quarterly, and annual financial revenue targets
Support ongoing department initiatives as directed by management
Perform other job‑related duties as required to meet organizational needs
What You Bring
A strong sense of integrity, professionalism, and a results‑oriented attitude to continually improve processes and systems, enhance efficiency, and contribute to overall organizational success
Works well under pressure to meet ongoing and overlapping deadlines within short time constraints
Ability to work well in a fast‑paced team environment
Competitive while always adhering to the company’s core values
Advanced communication, negotiation, and interpersonal skills
Advanced ability to manage and prioritize a complex workload while adhering to performance goals
High self‑management capabilities both in office and in remote settings
Results driven and action oriented
Intermediate skills with Microsoft Office products
2+ years of B2B and/or B2C inside sales (i.e. outbound) experience, preferably in financial services or equipment rental/sales industry, with a consistent track‑record of meeting/exceeding quotas
Ability to speak Spanish is considered an asset
Post‑secondary diploma or bachelor’s degree is an asset
Why Join TFS TFS’ culture is results, recognition, and rewards based, with a focus on achieving results in a high performing team environment. Within the Travelers Group of Companies, TFS is one of North America’s most innovative and fast‑growing independent financing and leasing solutions providers.
Our leaders are committed to your professional growth and success. We provide guidance and resources for skill development and career advancement. TFS also offers an employee investment program with company matching to help you reach financial goals.
TFS celebrates choice and offers flexible work arrangements (office, hybrid, or remote) that enable team members to succeed.
TFS is an equal‑opportunity employer and employs team members without regard to Indigenous identity, race, colour, ancestry, place of origin, political belief, religion, marital status, family status, physical or mental disability, sex, sexual orientation, gender identity or expression, age, or any other protected personal characteristic. Accommodations are available on request for candidates participating in all aspects of the recruitment process.
Artificial Intelligence (AI) tools may be used in the process to screen, assess, or select applicants for a position but all decisions and determinations are made exclusively by the hiring team.
This job posting is for an existing vacancy within the organization.
#J-18808-Ljbffr
Work environment – Primarily work from home with the requirement to attend full day on site work 1-2 times per month
Travel – Potential travel required 3-4 times per year within the United States
Working hours: Standard business hours in CST/EST time zones, with flexibility required during select periods
Salary: $40,000.00 USD (not inclusive of bonus or commission)
Job type: Permanent, full time
Location: Hattiesburg, Mississippi
Training: Full training and ongoing support provided from day one
What’s The Job The Account Manager contributes to TFS’ ongoing profitable and sustainable growth by facilitating inbound / outbound calling and contact with new and existing sales channel customers to target equipment finance opportunities. This customer‑facing role engages both external customers and internal stakeholders, managing a book of customers through the sales funnel, acquiring net new customers, fostering existing relationships, and providing equipment financing solutions across North America.
What You’ll Be Doing
Assist with the execution of sales strategies for the sales channel and contribute to its success
Establish net new relationships with customers over the phone while expanding on existing customer relationships with previously funded customers
Provide detailed credit submissions that include all relevant information required by our funding partners, such as financial statements, ownership structure, business plan, rationale for the equipment, revenue projections, industry/competitive/regional overview, etc.
Strategically advise the customer on their financing options and competitive solutions provided by lenders
Provide customers with the necessary information to complete new credit applications and credit packages
Negotiate with potential clients the terms of financial packages, including selling the terms of credit approvals and closing financing transactions, focusing on meeting and exceeding volume quotas and over‑rate targets
Process all loan applications within an acceptable timeframe and follow application guidelines, ensuring all outstanding loan‑related information is collected
Monitor, escale, or recommend loan application exceptions and overrides so that they are appropriately handled efficiently
Maintain a client database through TFS’s client relationship management software to effectively manage client resources
Strategically work with multiple lending sources to achieve the highest approval rate possible
Maintain a strong working knowledge of our lender programs
Troubleshoot deficiencies in funding or other aspects that arise in the sale/transaction process
Exceed personal monthly, quarterly, and annual financial revenue targets
Support ongoing department initiatives as directed by management
Perform other job‑related duties as required to meet organizational needs
What You Bring
A strong sense of integrity, professionalism, and a results‑oriented attitude to continually improve processes and systems, enhance efficiency, and contribute to overall organizational success
Works well under pressure to meet ongoing and overlapping deadlines within short time constraints
Ability to work well in a fast‑paced team environment
Competitive while always adhering to the company’s core values
Advanced communication, negotiation, and interpersonal skills
Advanced ability to manage and prioritize a complex workload while adhering to performance goals
High self‑management capabilities both in office and in remote settings
Results driven and action oriented
Intermediate skills with Microsoft Office products
2+ years of B2B and/or B2C inside sales (i.e. outbound) experience, preferably in financial services or equipment rental/sales industry, with a consistent track‑record of meeting/exceeding quotas
Ability to speak Spanish is considered an asset
Post‑secondary diploma or bachelor’s degree is an asset
Why Join TFS TFS’ culture is results, recognition, and rewards based, with a focus on achieving results in a high performing team environment. Within the Travelers Group of Companies, TFS is one of North America’s most innovative and fast‑growing independent financing and leasing solutions providers.
Our leaders are committed to your professional growth and success. We provide guidance and resources for skill development and career advancement. TFS also offers an employee investment program with company matching to help you reach financial goals.
TFS celebrates choice and offers flexible work arrangements (office, hybrid, or remote) that enable team members to succeed.
TFS is an equal‑opportunity employer and employs team members without regard to Indigenous identity, race, colour, ancestry, place of origin, political belief, religion, marital status, family status, physical or mental disability, sex, sexual orientation, gender identity or expression, age, or any other protected personal characteristic. Accommodations are available on request for candidates participating in all aspects of the recruitment process.
Artificial Intelligence (AI) tools may be used in the process to screen, assess, or select applicants for a position but all decisions and determinations are made exclusively by the hiring team.
This job posting is for an existing vacancy within the organization.
#J-18808-Ljbffr