Account Manager - CTG Core

About GreatAmerica Financial Services

GreatAmerica Financial Services is a highly successful entrepreneurial company providing equipment financing to businesses across the United States. Our exemplary customer service, principle-centered business philosophy and team-based operating approach are key to our success and growth.
Key Responsibilities

Responsible for high output across a high volume of accounts while originating new business, onboarding, and achieving growth targets within existing accounts.
Develop a thorough understanding of the CTG products and services to ensure accurate sales presentations and appropriate customer recommendations.
Collaborate with multiple teams and functions to provide an outstanding GreatAmerica experience to increase market share with existing customers and generate net new business.
Answer customer questions about products, prices, technical requirements, availability, product uses, etc.
Serve as a backup to contact customers, primarily via phone and Teams, to discuss their needs and help them understand what GreatAmerica provides.
Assist in follow‑up efforts to provide potential customers with the information they need to become CTG partners.
Research and understand industry trends, products, and players to maintain the validity of the Collabrance offering and be a knowledgeable resource for existing customers.
Research and understand our main competition and present why and how we differentiate ourselves from them.
Communicate effectively with team members to ensure day‑to‑day responsibilities are performed, vendor base is serviced, new vendor activity is communicated, and vendors are onboarded in an effective and consistent manner.
Maintain, track, and analyze customer‑related records using automated systems.
Prepare and deliver sales presentations, product training, proposals, and demonstrations with assistance.
Assist with content generation for marketing efforts.
Maintain direct working relationships with the CTG vendor base to support current and future business needs and to provide sales and marketing support.
Understand the various factors that influence the success of a small business, specifically independent equipment providers.
Conduct self‑evaluation consistent with the GreatAmerica principles.
Provide backup support to team members as needed and complete other duties as assigned.
Complete expense reports, sales reports, and other paperwork as required.
Qualifications & Skills

One to two years of related experience.
Experience in selling or supporting financial products and services is desirable.
Computer skills and a natural interest in and propensity for working with computer technology and applications.
Benefits & Compensation

Competitive compensation and monthly bonuses for eligible employees.
401(k) with company match.
Annual profit sharing.
Paid time off (Paid vacation: 80 hours annually for first‑year employees; Paid sick days: ten per year with conversion option; Paid holidays: ten per year).
Health, wellbeing, and family planning benefits.
Gym reimbursement.
Health, dental, vision, short‑term and long‑term disability, company paid life insurance.
Flexible spending accounts (FSA) and health savings accounts (HSA).
Employee assistance program.
Parental leave.
Education and career planning benefits; tuition assistance.
Networking and leadership development opportunities.
Paid parking, service awards, hybrid work arrangements, and a business‑casual environment.
Please note, applicants must be authorized to work for any employer in the United States. We are unable to sponsor or take over sponsorship of an employment visa.

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