Equipment Leasing Account Manager

About the role

NextGen Equipment Finance, LLC is a rapidly growing independent equipment finance company providing a complete suite of creative financing solutions for customers throughout the United States. The Account Manager will be part of NextGen’s expanding sales team and will manage financing transactions for mid-to-large enterprise companies, working closely with account executives, credit, operations, finance, and marketing. As an independent, non-bank entity, NextGen is positioned for profitable growth and is investing in expanding its sales team to position itself as a thought leader and trusted industry partner.

Responsibilities

• Manage programmatic and transactional relationships with manufacturers, dealers, end users, and finance partners.
• Assist the account executive(s) in closing and funding a target of $20MM in originations annually.
• Actively piggyback transactions from credit to funding.
• Price transactions based on customer credit, equipment, and program.
• Continuously update internal systems to ensure accuracy in account status.
• Follow up on documentation, credit, delivery dates, and other required funding items.
• Run and manage customer-specific reports.
• Occasional travel required for client meetings, industry events, and training.

Requirements

• Bachelor’s degree.
• 2+ years in the financing industry or sales role that includes leasing/financing as part of the selling process.
• Proven track record of measurable success.
• Ability to leverage, formulate, and sustain relationships.
• Strong analytical, negotiation, and independent decision-making skills.
• Excellent verbal and written communication skills across all levels of the organization.
• Proficient computer skills; Microsoft Excel experience is preferred.
• Attention to detail and ability to identify potential issues.
• Comfort with ambiguity.
• Ability to handle multiple tasks and prioritize; thrive in a fast-paced environment.
• Strong communication skills with internal and external business partners.

Benefits

• Competitive pay plus a lucrative commission plan.
• Full benefits package starting day one, including medical, dental, vision, 401K with match, company-paid life insurance, and disability coverage.
• 8 paid holidays.
• Generous paid time off policy, accruing more time throughout tenure.
• Training and mentoring from industry experts.

Physical Demands

The physical demands described are representative of those required to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform these functions.

• Regularly required to sit or stand for up to 8 or more hours.
• Use hands to type, maneuver, handle, or feel; and talk or hear.
• Frequently required to walk and reach with hands and arms.
• Occasionally required to stand, stoop, kneel, crouch, or crawl.
• Occasionally lift and/or move up to 40 pounds.
• Specific vision abilities required include close vision and ability to adjust focus.

Work Environment

The work environment characteristics described are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform these functions.

• Primarily performed in an open-office setting with co-workers working side-by-side.
• Moderate level of activity and noise in the work environment.