Description
The CAM develops and closes a pipeline of Commercial transactions utilizing both direct sales and channel partner relationships in the assigned vertical and regional markets, and ensures Ygrene’s quality standards via continuous oversight of contractor performance.
- *Commercial Account Manager Duties and Responsibilities:**
Business Development: 40%
- Sourcing, marketing and networking with affiliates in vertical markets.
- Conducting follow up and generating new improvement projects
- Establish productive, professional relationships with key personnel in designated channel accounts, and works to win and fund transactions.
- Train affiliate and channel partners on Ygrene’s financing options, qualification criteria, and arms partners with the information and sales tools needed to compellingly present Ygrene financing to their customers.
- Develop business cases with partners to demonstrate how our program generates additional profits and/or top line revenue for... that partner.
- Work directly with senior leadership, marketing and sales teams at each partner to earn the right to be each partner’s preferred financing option.
- Proactively leads a joint partner planning process that develops mutual performance objectives, financial targets, and critical milestones associated with a productive partner relationship.
Origination: 30%
- Sell through partner organizations to property owners in coordination with partner sales force.
- Present and advocate Ygrene financing directly to property owners, which often involves defining the specific drivers of the purchase decision for a prospective client and ensuring that Ygrene’s financing is presented in a way that meets their objectives and needs.
- Maintain accurate and timely information related to project and relationship level data in CRM (Salesforce) system.
- Maintain a clean and professional appearance and demeanor as a representative of Ygrene at all times
Transaction Management: 20%
- Work with property owners, channel partners and operations staff to manage the transaction through all stages of the transaction pipeline.
- Coordinate the involvement of Ygrene personnel, including support, marketing, and management resources, in order to meet Ygrene’s performance objectives and partners’ expectations.
- Interact and conduct follow-up with property owners on questions, concerns or outstanding issues regarding the financing transaction.
- Other Duties as assigned.
- *Commercial Account Manager Skills and Experience:**
- Minimum of 2 years of experience working with Commercial Contractors, Brokers, and/or Property Managers a plus.
- Minimum of 2 years of experience in business to business selling
- Minimum of 2 years of experience in commercial real estate finance, equipment finance, and/or alternative financing strategies such as PACE, leasing and Power Purchase Agreements (PPA’s) a plus
- Bachelor’s Degree preferred.
- Bilingual Spanish - English highly preferred.
- Self-starter; ability to take the initiative to identify the top partners active within the vertical markets in each category, establish contact, and build a strong working relationship.
- Ability to train and support partner sales forces.
- Proficient in SalesForce to manage sales reporting systems and deliver monthly and quarterly forecasts.
- Bi-lingual in Spanish a plus.
- Strong verbal and written communication skills.
- Intermediate level skills operating Microsoft Office, including Excel.
- Ability to attend offsite meetings, trade shows and other marketing events.
- Ability to analyze complex information and make decisions.
- Ability to prioritize and manage competing demands.
- Ability to work in a dynamic and rapid growth.
Location: Remote - Anywhere
Skills required for this job:
- Salesforce
- Marketing
- Design
- CRM
- Sales
- Excel
- Leadership
- Business
- Communication
- Growth
- Management