Regional Account Manager

Summary -

The position requires direct sales activity on NEC Financial Services(NECFS) defined, (Major Accounts) within a regional territory as assigned. RAM is responsible for developing and maintaining all assigned account relationships, and achieving sales lease penetration targets within an assigned region. Through regular onsite visits within their assigned territory will uncover, qualify, and close new sales that translate to lease/finance transactions in line with the Company’s business objectives and within profitability guidelines established by the Company. Travel expectations are a minimum of 30%-40% of work time. Works under limited supervision.

Territory:

  • RAM is assigned by geographical territory based on the NECFS territory map (territory may be changed as required).
  • Accounts to be directly assigned as determined by Management that is considered to be “Major Accounts” and or other business opportunities and product groups approved by Management within assigned territory.

Business Development:

  • In coordination with Sales Director, RAM is expected to spend 40% of their business time on developing an Independent Channel business.
  • Provide before the beginning of a new fiscal quarter a business target plan and road map for sales volume and growth.
  • Assigned Channel Partner Score Card (CPSC) of Senior Level Management (C-level, Owner) at Accounts.
  • Collect business and competitive data for BDSD for review, analysis, and response.
  • Meet with potential large customers to structure new leases and financial service opportunities.
  • Find and attend local business events.
  • Join local business organizations to improve networking opportunities in your assigned territory.

Account Management:

  • All Accounts in the RAM territory according to the NECFS regional territory map.
  • Accounts will be assigned by Management and considered “Major Accounts”
  • Distribution Channel Accounts within Territory assigned.
  • The primary role is to sell products, programs, and tools through regular onsite visits.
  • Remain knowledgeable of Company’s products and services to facilitate sales efforts.
  • Contact and visit prospective customers to determine needs regularly.
  • Create and perform sales presentations remotely and onsite.
  • Promote the use of NEC Financial Services.
  • Where necessary engage directly with Account customers to gather necessary financial data and proposals.
  • Create a Write-up of financial data for presentation to NECFS Credit Department for review.
  • Prepares monthly reports for management explaining activity within assigned Regions, with recommendations and plans for future progress and sales development. Compiles and analyzes competitive lease rates, structures, and conditions as gathered from the marketplace. Recommends strategies to management to remain competitive in the marketplace.

Business Travel:

  • 30% - 40% of business travel monthly for visits with existing and new relationships.
  • Travel must be strategic with an objective and goal in mind.
  • Travel procedures will require approval from Sales Director and at times by President.
  • All visits require a customer write-up or plan to include objectives, action items, and goals.
  • 20% of business travel should target approved dealer programs and implementation of same.
  • 20% of business travel to attend business and industry conferences and regional networking events.
  • Business travel to geographical locations must be set for multiple customer visits.
  • 25% Routinely visit with and train Account Sales Teams in the effective use of leasing and specifically the benefits of using NEC Financial Services.

Benefits:

NEC Financial Services offers medical and dental coverage, prescription insurance, vision insurance, a salary continuation program, life and accidental death and dismemberment insurance, a 401(k) plan, and tuition reimbursement. Additionally, we offer a generous paid time off program.


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