Account Manager - CTG Core

About Great America Financial Services

Great America 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.

• 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 Great America 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 Great America 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 Great America 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.

• 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.

• 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.