Service Finance National Accounts Manager - Dealer (Home Improvement Lending) Experience Required

Truist Financial
Florida, Atlanta, Charlotte
Full timeFunction: Finance & AccountingEducation: bachelorsSkills: ["Communication","Interpersonal skills","Presentation skills","Organizational skills","Critical thinking"]

Own a portfolio of large national dealer accounts as the primary relationship contact, driving partner engagement through training, program updates, and sales enablement. Identify and develop new business opportunities, support dealer account strategies with pricing and product offerings, and analyze performance to increase loan submissions, approval rates, and funded volume. Conduct quarterly business reviews, resolve partner issues with internal teams, maintain CRM records (e.g., Salesforce), and escalate at-risk accounts as needed.

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Truist Financial
Truist Financial
2 months ago

Service Finance National Accounts Manager - Dealer (Home Improvement Lending) Experience Required

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Source: Company careers pageValidated by: Fursa AI
Last checked: 2 days agoStatus: Live

Job Summary

Own a portfolio of large national dealer accounts as the primary relationship contact, driving partner engagement through training, program updates, and sales enablement. Identify and develop new business opportunities, support dealer account strategies with pricing and product offerings, and analyze performance to increase loan submissions, approval rates, and funded volume. Conduct quarterly business reviews, resolve partner issues with internal teams, maintain CRM records (e.g., Salesforce), and escalate at-risk accounts as needed.
Location: Florida, Atlanta, Charlotte
Employment Type: Full time
Job Function: Finance & Accounting
Seniority: Manager level

Key Responsibilities

  • •Build and develop relationships by owning a portfolio of national dealer accounts and serving as their trusted advisor.
  • •Drive partner engagement with ongoing training, program updates, and sales enablement support.
  • •Identify and develop new business opportunities for Service Finance and support account strategies through pricing and products.
  • •Analyze partner performance and implement strategies to increase loan submissions, approval rates, and funded volume.
  • •Conduct account reviews and check-ins, resolve partner issues with internal teams, and maintain detailed CRM records.
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife Insurance401k

Key Requirements

  • •Bachelor’s degree or equivalent combination of education and related work experience.
  • •6-8+ years of sales management experience in a business-to-business sales or relationship management environment.
  • •Strong communication, interpersonal, and presentation skills; ability to present and educate partners.
  • •Ability to analyze data and translate it into actionable insights to improve performance.
  • •Proficiency with CRMs and sales enablement tools, along with Microsoft Office; willing to travel occasionally.
Education:Bachelor's
Skills:CommunicationInterpersonal skillsPresentation skillsOrganizational skillsCritical thinking
Languages:English
Tech Stack:SalesforceCRMMicrosoft OfficePhoneVideo conferenceVirtual communication platforms

Company Brief

Truist Financial
Provides consumer and commercial banking, wealth management, insurance, lending, and payments services through a large U.S. financial services platform formed by the merger of BB&T and SunTrust.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Charlotte, United States
Founded: 2019
WebsiteLinkedIn