Virtual Sales Account Manager

We specialize in providing non-dilutive financing to companies that receive government tax incentive refunds. We use these tax incentive refunds as collateral to provide companies with evergreen sources of capital. Easly is committed to supporting the vibrant innovation ecosystem in Canada.
Working alongside the Sales Director, the Sales Account Manager is responsible for being a pivotal contact between our clients, the Sales Director and Underwriting;
This position involves client interactions, gathering and recording essential information to facilitate the client journey from application to funding, and ensuring timely communication between clients, Sales and the Underwriting team.

The duties and responsibilities of the Sales Account Manager, include, but are not limited to the following:

Work with the Sales Director to maximize new sales and revenues from assigned accounts and/or territories;
Manage sales activities, efficiently gathering necessary information and documents from clients needed for the Sales and Underwriting process;
Ensure high quality loan applications are submitted to Underwriting;
Successful achievement of sales objectives;
Track all relevant client information in Salesforce, Box, etc.;
University degree in Business, Marketing, or a related field;
Minimum three (3) years of customer service experience in a B2B (business to business) organization;
Customer service experience in the financial services sector and/or in a channel sales position;
Working knowledge of the tax credit financing industry;
Exceptional customer service skills;
Data-driven mindset, high level of detail-orientation, follow-through, and accuracy;
Highly proficient with technology, including, Salesforce, internet browsers, conducting internet research and MS Office products;
Well-developed organization and time management skills to meet or exceed activity quotas;
Formal financial training/certification is an asset.
Hybrid work, 2 days a week in-office in Toronto.
Easly welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the recruitment and selection process.

For more information, check us out online at fundeasly.