Account Manager, Truck & Equipment

Account Manager, Truck & Equipment

The Account Manager, Truck & Equipment is responsible for providing the client with a proactive consultative approach to managing their fleet performance along with making recommendations for cost containment and maintaining Wheels' profitability. Manage the Business Relationship with clients, including managing the client's expectations of Wheels service levels.

Key Responsibilities
- Essential Functions

• Provide client with recommendations, complete with needed processes, to streamline activities, control costs, or enhance the client experience with Wheels. Manage client's requirements to ensure compliance throughout the business.
• Manage client's end of lease options; including but not limited to equipment returns, lease extensions, and buyouts. Acts as liaison between the lessee and investor for all transactions and ensures compliance with the lease agreements while maintaining good relationships with both as well.
• Provide reporting to the client as needed to increase client's ability to manage their business effectively and efficiently.
• Audit paperwork for accounts that have completed returns or extensions. May create necessary credit/debit memos, extension forms, and billing change forms, invoices.
• Manage returns with Remarketing Department to meet expectations of return dates, repairs necessary per the schedule and lease documents, and termination of unit.
• Help assist with the managing of services (if applicable) and how the data can analyzed to benefit the clients decision making.
• Assist the AR Collections team with client follow up as needed for past due invoices.
• Make decisions that benefit both the client and Wheels
• Communicate with co-workers, team members, management, clients and others in a courteous and professional manner.
• Conform with and abide by all regulations, policies, work procedures and instructions.
• Demonstrate reliable and predictable attendance.
• Other duties assigned to ensure overall departmental efficiency.

Competencies
- Skills

• Strong sales and communication (verbal, written) skills needed with emphasis on attention to detail.
• Develop professional partnerships and useful internal relationships through effective communication.
• Responds and acts confidently, assertively, and decisively while taking responsibility and accountability for position requirements.
• Ability to work independently in a fast-paced environment while exhibiting the flexibility to adapt to the department's needs. Effectively manages time while juggling competing priorities.
• Demonstrates resourcefulness and solves problems.
• Works effectively with internal systems.
• Possess basic understanding of on-road heavy duty trucks and trailers and off-road asset types, including identification and typical usage.
• Qualify reasonable market value estimations, acceptable asset condition, and feasible lease return parameters.

Education and Experience

• High School Diploma Required;
  Bachelor's degree preferred.
• Minimum of 1-3 year of Customer Service or Sales experience.
• Understanding of lease terminology, calculations and principles preferred. Excellent communication skills written and verbal, able to manage multiple tasks simultaneously
• Data Entry, PC Skills, Microsoft Office Suite.
• Aptitude for analytical review of financial lease components and be comfortable reading and deciphering legal documents.

Core Values

At Wheels, we believe in fostering a culture that is built on our Core Values and Guiding Principles. We cultivate a culture of excellence and innovation by upholding these values, driving our collective success and growth.

• Integrity – Always act with integrity and honesty.
• One Team – Treat others with dignity and respect; act as a cohesive, inclusive and accountable team that is making a difference.
• Innovation – Drive continuous improvement, spark creativity and embrace next generation thinking.
• Customer Success – Ensure that customer and driver success is at the heart of everything we do.

Cultural Attributes

At Wheels, our culture guides us how we work every day, and we look for team members who show these behaviors:

• Discipline Drives Quality – Plan the Trip:
  Think proactively, hold a high bar, follow…