Investigator Dealer Accounts Job Description Sample

Job Description:

Senior Relationship Manager – Dealer Financial Services – National Accounts Team (Chicago, Dallas)

Bank of America's Specialized Industries group is seeking a Senior Relationship Manager to join our Dealer Financial Services Group. Dealer Financial Services (DFS) is part of the Commercial Bank which serves public and private companies with annual revenues of $50 million to $2 billion. Dealer Finance is a specialty group that provides the full range of commercial banking services to new automotive, and recreational vehicle dealers across the United States. The Senior Relationship Manager will be part of our National Dealer Account team and will be calling on the largest dealership groups across the country. This position can be based in Chicago or Dallas.

*Additional locations may be considered.

• The Senior Relationship Manager is responsible for initiating, maintaining and building existing and new dealer commercial client relationships. Focus will be placed on establishing brand new commercial relationships for Dealer Financial Services (DFS) and the Bank as well as maintaining our existing significant client relationships. This is a great opportunity to build and grow a dealer portfolio in a major market with the strength of the Bank of America brand and product offerings to support you. Product offerings will include new and used vehicle floor plan lines of credit, term loan financing (both real estate secured and otherwise), DDA /Treasury products, Merchant Services, 401k & Employee Benefits services. The ideal candidate will successfully demonstrate his/her extensive product knowledge and ability to effectively prospect, market, prioritize and solicit appropriate dealer commercial clients, determine the optimum needs for these clients and lead a team of product professionals in closing assigned revenue objectives for DFS.

Required Skills:

• BS/BA degree

• At least 7+ years of broad based sales experience within Commercial Dealership Sales (Floor Plan, Real Estate or Treasury Loans, etc.) or Sales Experience within the Dealer Captive Market again focusing on the commercial market.

• Must have prior financial analysis experience with in depth knowledge of dealer financial statements.

• Ability to accurately review and opine on the strength/weaknesses of the client's Income Statement and Balance Sheet reporting with emphasis on cash flow and liquidity.

• Astutely can assess the current and historical financial condition of a company by analyzing ratios, the asset conversion cycle, and cash flow and can identify all of the critical elements for loan structuring

• Understands clients' business strategies and their needs

• Expertly applies sound accounting principles to spreading financial statements and analyzing credit

• Leverages relevant technology, tools and resources to maximize the financial management of the business

• Brings in partners at the appropriate time to support a sales opportunity

• Knows where to find industry information and uses the data to effectively pre-call plan

• Leverages an in-depth knowledge of the customer's/client's business to uncover needs in order to deliver the appropriate bank solution

Desired Skills:

• Existing knowledge of the market preferred.

• Demonstrates flexibility and openness to new ideas and to change; adapts to changing environments, situations, and job responsibilities

• Negotiates effectively by managing client expectations around deals (overcoming objections)

• Capitalizes on unexpected events or circumstances and turns them into sales opportunities

• Identifies and openly shares cross-selling opportunities with partners; influences internal partners/contacts to refer business

Posting Date: 01/12/2018

Location: Chicago, IL, 135 S LA SALLE ST (IL4135), Dallas, TX, BANK OF AMERICA PLAZA, 901 MAIN ST, - United States

Travel: Yes, 50% of the time

Full / Part-time: Full time

Hours Per Week: 40

Shift: 1st shift

Job Description:

Senior Relationship Manager – Dealer Financial Services – National Accounts Team (Chicago, Dallas)

Bank of America's Specialized Industries group is seeking a Senior Relationship Manager to join our Dealer Financial Services Group. Dealer Financial Services (DFS) is part of the Commercial Bank which serves public and private companies with annual revenues of $50 million to $2 billion. Dealer Finance is a specialty group that provides the full range of commercial banking services to new automotive, and recreational vehicle dealers across the United States. The Senior Relationship Manager will be part of our National Dealer Account team and will be calling on the largest dealership groups across the country. This position can be based in Chicago or Dallas.

*Additional locations may be considered.

• The Senior Relationship Manager is responsible for initiating, maintaining and building existing and new dealer commercial client relationships. Focus will be placed on establishing brand new commercial relationships for Dealer Financial Services (DFS) and the Bank as well as maintaining our existing significant client relationships. This is a great opportunity to build and grow a dealer portfolio in a major market with the strength of the Bank of America brand and product offerings to support you. Product offerings will include new and used vehicle floor plan lines of credit, term loan financing (both real estate secured and otherwise), DDA /Treasury products, Merchant Services, 401k & Employee Benefits services. The ideal candidate will successfully demonstrate his/her extensive product knowledge and ability to effectively prospect, market, prioritize and solicit appropriate dealer commercial clients, determine the optimum needs for these clients and lead a team of product professionals in closing assigned revenue objectives for DFS.

Required Skills:

• BS/BA degree

• At least 7+ years of broad based sales experience within Commercial Dealership Sales (Floor Plan, Real Estate or Treasury Loans, etc.) or Sales Experience within the Dealer Captive Market again focusing on the commercial market.

• Must have prior financial analysis experience with in depth knowledge of dealer financial statements.

• Ability to accurately review and opine on the strength/weaknesses of the client's Income Statement and Balance Sheet reporting with emphasis on cash flow and liquidity.

• Astutely can assess the current and historical financial condition of a company by analyzing ratios, the asset conversion cycle, and cash flow and can identify all of the critical elements for loan structuring

• Understands clients' business strategies and their needs

• Expertly applies sound accounting principles to spreading financial statements and analyzing credit

• Leverages relevant technology, tools and resources to maximize the financial management of the business

• Brings in partners at the appropriate time to support a sales opportunity

• Knows where to find industry information and uses the data to effectively pre-call plan

• Leverages an in-depth knowledge of the customer's/client's business to uncover needs in order to deliver the appropriate bank solution

Desired Skills:

• Existing knowledge of the market preferred.

• Demonstrates flexibility and openness to new ideas and to change; adapts to changing environments, situations, and job responsibilities

• Negotiates effectively by managing client expectations around deals (overcoming objections)

• Capitalizes on unexpected events or circumstances and turns them into sales opportunities

• Identifies and openly shares cross-selling opportunities with partners; influences internal partners/contacts to refer business

Posting Date: 01/12/2018

Location: Chicago, IL, 135 S LA SALLE ST (IL4135), Dallas, TX, BANK OF AMERICA PLAZA, 901 MAIN ST, - United States

Travel: Yes, 50% of the time

Full / Part-time: Full time

Hours Per Week: 40

Shift: 1st shift

Job Description: :

Job Description

Provides operational support for Capital Markets. General responsibilities include working closely with FX trading/sales, clients, and multiple divisions under the SunTrust and SunTrust Robinson Humphrey umbrellas providing a quick resolution to inquiries. Performing due diligence in order to investigate and answer queries related to transaction or customer issues, trade processing, and function as a liaison with sales trading, various lines of business, clients, and international banking partners.

Additional Responsibilities:

• Communicate with international banks via multiple channels including the SWIFT network

• In-depth knowledge of financial industry and regulatory environment

• Knowledge of foreign exchange instruments in order to identify and resolve trade discrepancies or exceptions.

• Identifying issues and investigating root cause.

• Ensure that any issues are escalated within an appropriate time frame

• Ability to process high volume transactions and work under

pressure with currency cut offs.

• Identify and escalate risk issues associated with daily processing

• Monitor foreign bank and various USD accounts including ACH and FED Wire for risk and investigation purposes.

• Ability to contribute to process improvement through streamline process and automation where feasible.

• Have the ability to work both independently and collaboratively.

• Assuming additional duties as required by management.

Qualifications

Basic Requirements:

• BS/BA College Degree and 7 years of work experience. Or High School Diploma plus 12 years of industry work experience

• Ability to work in a fast-paced environment, working on numerous items at one time.

• Ability to enter data correctly and efficiently is essential.

• In-depth knowledge of financial industry and regulatory environment.

• Ability to demonstrate knowledge of products; processes and technology associated with Capital Markets.

• Basic understanding of Microsoft Office products.

• Overall, the Fixed Income settlements processing Team Lead will oversee the daily settlement process for all fixed income products traded through SunTrust Robinson Humphrey.

• This position will support the settlement and at times the movement of collateral for a wide variety of fixed income instruments in accordance with industry standard guidelines.

• The candidate will also be a key contributor in supporting fixed income netting initiatives with NSCC, GSCC, and MBSCC. Knowledge of the Impact, MBSE system a plus.

• The candidate will need to be able to contribute to a process improvement through streamline process and automation where feasible.

• Enthusiasm and commitment to a team based working environment is critical.

• Intimate knowledge of brokerage systems operations.

Preferred Requirements:

• Two or more years of Foreign Exchange Operations, Capital Markets Operations, Primary Accounting Skills, Investigations, or Client Services experience in a similar or related role.

• Knowledge of MS Office applications (Word, Excel, PowerPoint, Access Outlook).

• Ability to provide exceptional customer service support in conjunction with high level written, and verbal communication skills.

• Ability to work in fast-paced, time sensitive, multi-tasked operations environment, with the ability to take on a lead role.

• BS/BA College Degree and 5 years of work experience. Or High School Diploma plus 12 years of industry work experience

• Working knowledge of SWIFT and related message types.

• Experience with foreign exchange trade entry systems.

Systems:

• Wall Street Systems, Calypso, Imagine, MTS and ACH, SWIFT, Misys, Corona

Equal Opportunity Employer: SunTrust supports a diverse workforce and is a Drug Testing and Equal Opportunity Employer. SunTrust does not discriminate against individuals on the basis of race, creed, color, gender, religion, national origin

To review the EEO Poster, copy and paste the following link into your browser: http://www1.eeoc.gov/employers/upload/eeoc_self_print_poster.pdf http://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf

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Should you have a disability and need assistance with the application process, please request a reasonable accommodation by emailing BB&T Accessibility or by calling 866-362-6451. This email inbox is monitored for reasonable accommodation requests only. Any other correspondence will not receive a response.

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:
1st shift (United States of America)

Please review the following job description:

Develop new dealer commercial business and service all floor plan lines in assigned BB&T Community Bank regions/markets. Help to develop prospect lists and plan business development calls with BB&T Community Bank Market Presidents, Commercial Business Services Officers and Regional Corporate Bankers, ensuring appropriate dealer selection in accordance with Bank's defined risk appetite.

Essential Duties and Responsibilities:

The following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1.Be an active member of the sales team in Dealer Floor Plan department through active personal participation and recording activities in Salesforce.
2.Responsible for executing BB&T's Consultative Sales Process and supporting the Bank's sales and credit cultures.
3.Responsible for profitability, quality and growth of assigned loan portfolios by ensuring the servicing of all client relationships, including credit proposal write-ups, file documentation, legal documentation, compliance, loan closing, clearing exceptions, managing line utilization, identifying potential portfolio weaknesses and managing problems/delinquent credit lines.
4.Develop and execute a focused marketing and sales plan, developing new relationships and expanding existing client relationships in assigned markets/regions.
5.Help to develop full dealer client relationships with noncredit services (including deposits) in coordination with commercial relationship managers (Community Bank Market Presidents, Business Services Officers and Regional Corporate Bankers) consistent with the Bank's Integrated Relationship Management (IRM) strategy.
6.Work closely with Dealer Floor Plan Manager to develop and implement successful and consistent policies, procedures and underwriting strategies for automobile dealer relationships.
7.Provide leadership to reinforce and strengthen BB&T values-driven credit culture while accomplishing balanced performance objectives of quality, yield, and growth.

Required Skills and Competencies:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1.Bachelor's degree in business or related field, or equivalent education and related training
2.Seven years of commercial lending experience
3.Dealer Finance (commercial) lending or auto dealership experience
4.Strong lending skills and knowledge of commercial loan documentation
5.Ability to work effectively with peers
6.Good written and verbal communication skills
7.Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
8.Ability to travel, occasionally overnight

Desired Skills:
1.Graduate of BB&T's Leadership Development Program (LDP) or equivalent program at another financial institution
2.Strong analytical and credit skills
3.Solid background in consultative sales skills
4.Experience in using Salesforce

BB&T is an Equal Opportunity Employer and considers all qualified applicants regardless of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law.

EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify

POSITION PROFILE

Territory of VA, MD and DC. Candidate must reside within territory.

Manage key Dealer (Principals) relationships for Ricoh US. Analyze profitability and market potential providing solution-oriented strategies. Develop strategic sales plan, identify business opportunities, and growth potential. Analyze Dealer financial statements for risk, track and analyze risk of dealer acquisition, including succession and contingency planning. Manage the regional, pre-sales product and solutions technical support staff, coordinate all support activities created and implemented by RUS team members or Alliance partners. Develop training and support programs, provide leadership and direction to regional support staff, and work closely with product marketing, providing feedback on products, solutions and needed feature sets. Work with corporate marketing to identify key product feature requirements and communicate competitive positioning and capabilities. Manage market team to grow Dealer revenue through strong business planning approach.

JOB DUTIES AND RESPONSIBILITIES

• Achieve or exceed assigned revenue targets, promote sales, profitability and market share objectives by selling of company products and solutions through the Dealer sales channel.

• Manage Dealers and assist them in achieving Market Development Program (MDP) and other contractual targets.

• Manage changes within the geographic territory or channel, including dealer recruitment, on-boarding process, dealer expansion, and dealer cancellation.

• Analyze risk, growth, acquisition, and market potential within geographic territory.

• Responsible for the creation and execution of the dealer business plans

• Lead, coach and develop Ricoh market team to ensure profitable growth and provide the highest level of customer satisfaction. Ensure dealer service level by managing credit line, including accounts payable, and resolving fulfillment challenges such as back orders and damaged freight.

• Take ownership of sales process, coordinate resources as needed, and participate in customer executive briefings.

• Prepare presentations, proposals, and strategic solutions to complex customer business needs. Follow up on progress.

• Meet sales accountability requirements by preparing regular, accurate forecasts and reports on sales results, market conditions, competitive intelligence, and strategic selling metrics.

• Promote district performance by implementing, sustaining, and developing quality process improvements that focus on sales lead generation and reporting, better utilization of market data providers, and participation in industry trade organizations

• Participate in Convergence, trade shows, exhibits, open houses, products demos and customer training sessions

• Manage growth programs and promotions, sell-through strategies and coordinate region team support.

• Manage and collaborate in launches, training meetings, Dealer kick-offs and end-user sales meetings. Coordinate all Market Team initiatives managing Ricoh Family Group team and related external partners

• Manage market rationalization and all distribution via the various assigned product brands and lines. Lead efforts for quality channel interaction and resolution of channel conflicts.

• Direct account activities of all end-customer accounts not assigned to Major Account Consultants.

QUALIFICATIONS (Education, Experience, and Certifications)

• Bachelor's Degree in Business, Marketing or related area, or equivalent, and 5+ years specialized customer channel experience, company or direct sales/marketing experience

• Two years experience in a supervisory role with proven ability to direct and influence others to achieve common goals; advanced sales training skills

• Directly related office products industry sales experience

• Knowledge of competitive product offerings

• CDIA+ certification a plus

Ricoh is an EEO/Affirmative Action Employer -- Minorities/Women/Protected Veterans/Disabled.

POSITION PROFILE

Territory of NE, KS, OK and AR. Candidates must reside within territory. Preferred cities of: Omaha, Lincoln, Kansas City, Wichita, Topeka, Oklahoma City, Tulsa or Little Rock.

The Technical Support Manager (TSM) is responsible for managing all service related activities for Ricoh Family Dealers in a designated area. Activities include but are not limited to: Product Performance, Customer Satisfaction, Ricoh Consumables Marketing, Global Major Account Support, Business Management and Technical Support on the full line of Ricoh Hardware and Software Solution Products. Support is provided on-site or remotely depending on needs and circumstances. TSM collaborates closely with District Business Managers (DBM) and Business Support Manager (BSM) to maintain a solid dealer business relationship; Builds and maintains rapport with dealer management and personnel to gain mind share and grow business partnership. TSM represents Ricoh to the dealer and end users in a variety of situations. Position requires vast industry experience that includes service management and /or supervisory functions; Is viewed as a technical expert with authority on disposition of non-performing equipment to ensure customer satisfaction; Acts as liaison between dealers and Ricoh Technical Services, Ricoh Company Limited and other departments.

JOB DUTIES AND RESPONSIBILITIES

• The Technical Support Manager function includes the following activities. These actions vary depending on the size and scope of the dealer's operation.

• Service Planning

• TSM assists Ricoh Family dealers develop service strategies; Conducts Dealer Service Plan and Reviews to identify service development opportunities; Identifies and provides direction on dealer training needs and implementation plans; Assists in developing service efficiencies to ensure dealer profitability; Supports the development and management of industry benchmarks; Educates dealers on service pricing tools and cost estimation sheets.

• Consumables Marketing Support

• TSM is responsible for marketing Genuine Ricoh consumables to Ricoh Family dealers; Has responsibility for revenue generation in assigned territory; Monitors and ensures that dealers adhere Sole Source Agreement and their commitment to utilize genuine consumables to maximize product performance and customer satisfaction; In conjunction with DBM or BSM, reviews related data reports and meets with Dealer Parts/Supplies and Service Managers to review consumable products performance; Provides guidance regarding supply chain process and procedures.

• Product and Services Marketing Support

• TSM participates in Product Shows, Dealer Open Houses and other marketing support efforts including set up and moving equipment, demonstrating product functionality and discussing company programs.

• Customer Satisfaction

• TSM is responsible for resolving any Customer Satisfaction issues in his assigned area of responsibility; Identifies root cause of problems and creates mitigation plans for customer complaints; Assists in dealer/ end-user conflict resolution; Ensures product performance and customer satisfaction.

• Product Information Distribution

• TSM distributes product information and creates awareness of Ricoh resources, websites, available tools, documentation and other information sources; Conducts technical seminars to augment dealers' expertise including: Technical Troubleshooting, New Product Information, Product Modifications, New Technologies and current trends on hardware and software solutions products.

• Technical Support

• TSM provides on-site technical support on hardware and software solutions products; Researches and identifies solutions to dealer service problems; Assesses product performance and provides improvement recommendations; Acts as liaison between Technical Services and the dealer; Performs information/ fact gathering activities to collect samples and proper documentation of problem escalation to Technical Services; Facilitates strategic technical training.

• Global Major Accounts Support

• TSM ensures Global/Major Accounts' Customer Satisfaction; Routinely conducts Global Major Account Service Audits; Assures Service Level Agreement compliance and use of Genuine Ricoh consumables; Assists in project deployment implementation; Conducts product performance assessments and develops mitigation plans as necessary.

• Warranty Administration

• TSM creates awareness of Ricoh's Warranty policy and procedures; Has authority on disposition of Dealer's Exceptional Warranty claims.

• Other duties and special assignments may be assigned by management.

QUALIFICATIONS (Education, Experience, and Certifications)

• Two Year college Degree or Technical/ Military School equivalent

• Service Management/ Supervisory Experience

• CompTIA A+ and Network+ Certifications

• CompTIA CDIA Certification

• Microsoft Certifications

• Certification on full line of Ricoh Products

• Software Solution Products Training

Ricoh is an EEO/Affirmative Action Employer -- Minorities/Women/Protected Veterans/Disabled.

We are GROWING…LEADING…SETTING A NEW STANDARD!

We are GLS!

GLS is seeking the most talented and innovative Dealer Funding Specialist in Greenville, SC,

to support automotive dealerships throughout the country.

Be part of a growing, dynamic and innovative company in the subprime automotive lending space. Global Lending Services (GLS) is a national subprime lender that provides automotive financing to franchised dealerships throughout the U.S. Through the use of leading edge technology, GLS is able to offer dealers great products with exceptional service levels.

What does it mean to be a Dealer Funding Specialist with GLS?

This is a tremendous opportunity for a talented, inquisitive and customer-focused loan processing professional to work with an outstanding network of automotive dealers nationwide! The Dealer Funding Specialist position is responsible for reviewing funding packages for accuracy as well as verifying stated information provided to the credit department. The Dealer Funding Specialist works closely with dealers and assigned sales representatives to communicate missing stipulations and verifications required to close consumer loans.

What will you do each day to accomplish the mission?

• Develop and maintain productive working relationships with internal and external customers.

• Log and review funding packages for compliance with company, state and federal guidelines.

• Investigate proof of employment, income, residence, insurance, and interview customers and references as required.

• Address funding issues and assist dealers with accurate completion of funding packages.

• Escalate funding issues as required.

• Maintain acceptable turnaround time to achieve volume targets.

• Provides guidance to the Funding Team by auditing files prior to submission for payment.

• Assist Funding Manager in continuously evaluating funding processes and procedures. Submit improvement proposals as needed.

• Identify and track funding errors at the dealership level. Provide feedback to the Sales Team regarding dealership performance to ensure contracts are funded within guidelines.

• Notify dealers daily as to status of loan packages.

• Act as primary resource in providing initial look on all funding packages. This includes reviewing/clearing contract errors, restructuring credit decisions as necessary, reviewing /correcting income and verification of collateral information.

• Perform other duties as assigned by management.

What should you already know to be successful in this role?

• Bachelor's degree or High School diploma with commensurate experience required. Proven ability to work well in team environment.

• Excellent verbal and written communication skills.

• Open mindedness, flexibility, adaptability to change and self-motivated

• Strong organization and time management skills.

• Ability to manage data in order to maximize work efforts.

• Strong computer skills including Microsoft Office tools (Word, Excel, Outlook, Access & Visio)

• Auto industry experience preferred.

• Must be flexible to work until 9PM, if needed.

Please visit

Overview

C&F Finance is in the process of beginning floorplan services for its dealers. As a subsidiary of C&F Bank, which has been in business since 1927, this is a logical next step for full servicing to our loyal dealer base and to expand our commercial servicing to those customers at our bank.

Job Summary

This start up position will be responsible for overall business development, risk analysis of new accounts and recommending wholesale credit lines to senior management. It will involve routine risk management on the wholesale accounts and complete oversight as the segment grows. This position requires an entrepreneurial-type spirit with the ability to work independently. Career growth opportunities are high for the right candidate as this product is launched and grows over the coming years.

Responsibilities

• Assist in development of processes and procedures around the dealer floorplan program

• Possess knowledge of software solutions for floorplan financing

• Ability to understand and perform detailed financial analysis on dealer and personal financial statements

• Prepare and present analysis with recommendations on credit lines

• Manage dealer accounts on a daily, weekly and monthly basis with the ability to identify risk factors

• Communicate recommendations based on risk analysis of dealer activity, market conditions and financial stability of commercial customers

• Conduct and/or oversee the floorplan audit processes

• Safeguard the company by ensuring all documentation, loan filings and security filings are timely and accurate

• Manage daily floorplan activity of commercial customers, including flooring requests, payoff administration and payment monitoring

• Monitors and researches changes in the regulatory environment

• Completes document reviews to ensure compliance with all applicable federal and state laws

• Stays current on compliance regulations that affect our industry, updating policies and procedures as needed

Qualifications

• At least five years of recent experience in dealer floorplan and commercial credit risk management

• Experience with floorplan policies and procedures from beginning to end

• Experience filing security interests with applicable agencies

• Possess knowledge of the compliance requirements of applicable laws and regulations

• Experience in commercial loan collection activities

• Ability to handle confidential personal and business information with discretion

• Thorough knowledge of financial statements, both commercial and personal, with the ability to evaluate risk factors

• Excellent communication and reporting skills

Skills

Excellent communication, interpersonal, organizational, and computer skills are required. Strong intuitive, critical thinking, analytical, problem solving and organizational skills are essential. Must possess a strong attention to detail. Excellent oral and written communications skills. Individual must be a team player who works cooperatively with peers, employees, managers and other departments, along with external customers such as vendors, dealerships, customers, etc.

Abilities

Must be able to communicate effectively with people at all levels. Able to work independently. Able to understand the auto loan and wholesale industry processes and regulations. Able to multi-task and work in a fast paced environment with deadlines and performance standards. Able to present accurate mathematical calculations. Thorough understanding of the compliance aspects of the floorplan industry. Ability to maintain the highest level of confidentiality. Able to understand and explain both dealer and personal financial statements. Able to motivate and build positive moral within the team by setting a good example with behaviors and daily work habits.

Education

Business Bachelor's Degree or equivalent relevant work experience required.

Travel10%EducationBachelor's DegreeIndustryFinancial - CONSUMER FINANCIAL SERVICES

POSITION PROFILE

Territory of NC, SC, VA, DC, MD and WV. Preferred candidate locations of Richmond, Charlotte, Raleigh, and Baltimore.

To establish Ricoh as the manufacturer partner of choice for dealer major account engagements. To play integral role in dealer major account sales process, including account planning, strategy development, account reviews, and customer-facing presentations. To be premier presenter of Ricoh's value in the major account market, including product line, services and solutions, and contracts. To support dealers in initiatives and programs directed at major account acquisition and sales growth.

JOB DUTIES AND RESPONSIBILITIES

• Increase Ricoh share through dealer major account sales growth and securing favorable position versus other manufacturers.

• Coordinate RICOH resources to meet the requirements of the dealer and their major accounts in pre and post-sale processes. Leverage the right Ricoh people/resources at the right time to differentiate Ricoh, including services resources (such as ESD and Production) and vertical-based business capabilities.

• Lead Ricoh and the dealer through complex sales processes to position us as the team that the customer can trust with their strategic initiatives and business processes, including a strong strategy-setting approach and project-planning orientation.

• Meet pipeline objectives, sales quotas, and financial targets.

• Contribute high degree of industry expertise and Ricoh knowledge to dealer major account sales process.

• Contribute to dealer business planning process based on major account strategies and opportunities.

• Study and research to become highly knowledgeable of vertical markets and business processes. Apply to lead/coach forming of executive level relationships at dealer major accounts.

• Lead/coach customer-facing interaction including major account presentations, proposals, and reviews.

• Lead/coach account planning process and account reviews and provide dealers with best practices.

• Ensure that strategy developed for dealer customer addresses customer's key challenges, improvements, and technology footprint, providing a clear differentiation between RICOH and competition.

• At least 65% of schedule should be dedicated to dealer-facing major account activities, including at least 25% of time spent in customer-facing interaction.

• Track all appropriate activity and pipeline via Ricoh CRM. Provide market intelligence, sales reporting, win/loss data, and planning inputs to Ricoh management as requested.

• Attend training and associated workshops to increase product knowledge and to stay abreast of company products and pricing as well as familiarity with competitor products and pricing.

• Participating in trade shows, technology showcases and product demonstrations, promoting company image and products.

QUALIFICATIONS (Education, Experience, and Certifications)

• Bachelor degree required, Master's Degree preferred or equivalent experience in related field.

• Must have 5-10 years selling and/or operations experience with a minimum of 5 years selling experience to high-level executives.

• Successful track record in sales or sales management and history of success in major accounts.

• Must have excellent presentation skills.

• Proven track record in complex engagements and/or project management.

• Proven ability to manage activity and time to reach specific targets and quotas.

Ricoh is an EEO/Affirmative Action Employer -- Minorities/Women/Protected Veterans/Disabled.