Strategic Account Manager

About the role

The Strategic Account Manager (SAM) will support Program Accounts onboarded by Leadership and the Major Account team by handling the daily end-to-end workflow of the application origination process. The role includes a period of responsibility for documentation and funding of Trio’s Working Capital and Business Advance contracts. The end-to-end processing of Program Accounts involves application entry in Trio’s Application Portal, delivering Credit Decisions to the Program Vendor, and documentation and funding of approved contracts.

Responsibilities

• Develop relationships with key application decision makers within the account
• Communicate and promote Trio’s programs and service levels to key decision makers and influencers
• Close for applications with account decision makers and sales reps
• Verify and screen prospective customers to ensure alignment with Trio’s credit appetite
• Enter credit applications and create documents via Trio’s Portal
• Make timely responses on credit decisions and information requests
• Responsible for pull-through on program accounts, including creating quotes, entering applications, generating documents, and obtaining necessary information from the vendor and/or customer to fund the transaction
• Conduct critical review of fraud checks and ensure compliance procedures are followed to process
• Build relationships and offer exceptional service to Major Accounts to ensure continued flow of business
• Proactively communicate with Major Accounts to expand relationships with key players and customers
• Work with support departments on customer service, collection, accounting, or servicing-related topics, including NSF, Title, Insurance, and other servicing items
• Communicate with Trio leadership on trends, pertinent program information, or market intelligence to help protect and grow originations

Requirements

• Ability to multitask and adapt to changing priorities
• Detail-oriented with excellent organizational and time management skills
• Good interpersonal relationship skills and motivation for personal growth
• Required knowledge of computer systems and proficiency in Microsoft Office (Excel and Word)
• Small business lending industry knowledge to process leases, loans, and business advances
• 3+ years in financial services, sales, or documentation
• Associate or bachelor’s degree or equivalent education/experience preferred

About the company

Trio is a proven equipment finance and working capital partner, dedicated to helping small businesses succeed by making access to finance solutions simple and dependable. As an independent, American-owned and operated organization, Trio is passionate about building lasting relationships and serving as a knowledgeable, trusted partner. With experienced teams across credit, underwriting, and funding, Trio provides fast, reliable turnaround and a relationship-first approach that positions it as an extension of its partners’ businesses, helping them close more deals, deepen loyalty, and drive long-term growth.

Trio empowers and trains team members at all levels to make quick decisions in service to relationships, ensuring the flexibility and nimbleness required to compete in today’s marketplace. The company offers a flexible work environment, encourages innovation and team member development, and operates five office locations in four states. Trio is repeatedly listed among Top Workplaces and ranked among the 500/5000 fastest-growing private companies in the U.S. by Inc. Magazine for more than 10 years consecutively.

Benefits

• Medical, dental, and vision plans with HSA and FSA options
• Life insurance and disability plans
• Generous PTO policy
• Employer-match company 401K plan

Pay

$55,000 - $60,000 annually + commission