Inside Account Manager

Description

Trans Lease is building an Account Development Team to extend our reach into customer segments that our Business Development Managers cannot economically serve on a regular cadence. This is an entry-level sales position designed as an opportunity to build and grow in the position and in the company. Inside Account Managers who perform have a defined path to outside BDM roles, arriving there already knowing our products, our portfolio, and our customers.

This role is designed with a 2–3 year horizon before promotion to outside BDM, contingent on performance and regional openings. You won’t just be learning a phone script — you’ll be learning the business, building real customer relationships, and positioning yourself to step into the field with a warm book already in hand.

WE OFFER A FULL BENEFITS PACKAGE FOR ELIGIBLE EMPLOYEES INCLUDING:

• Medical, Dental, and Vision Insurance
• Life (Voluntary and Employer Paid) and Disability Insurance
• 401(K) with company match beginning with your first contribution.
• HSA and/or FSA, as applicable
• Paid Time Off, Sick Time, and Company Paid Holidays
• Employee Car Discount Program

WHAT YOU'LL DO:

• Work a rolling 120-day maturity list, proactively contacting customers with maturing leases and loans to introduce rewrite and replacement options.
• Re-engage former customers in good standing who no longer have active paper with Trans Lease.
• Make systematic outreach to active small-fleet customers who haven’t had recent BDM contact service touches that surface real opportunities.
• Research and introduce Trans Lease to new prospect segments: small and regional truck dealers, specialty body and upfitter companies, niche markets, and industries with high fleet replacement cycles.
• Qualify opportunities and hand off to regional BDMs for field follow-up and closing.
• Close residual rewrites on smaller accounts independently within your authorization threshold.
• Log every interaction same-day in CRM with a next action noted — 100% compliance, non-negotiable.

WHAT YOU WON'T DO:

• Handle deal paperwork, funding coordination, or vendor management on behalf of BDMs.
• Cold-call accounts that are flagged as active BDM relationships.
• Unilaterally close deals above your authorization threshold.

WHO YOU ARE:

• Internal employee, recent graduate or candidate for a structured sales development program.
• Comfortable with consistent outbound calling — you can work a maturity list or a lapsed account list and turn contacts into real conversations, not just completed dials.
• Organized and disciplined — CRM logging and pipeline hygiene aren’t optional for you.
• Competitive but collaborative — you understand that your success is measured by what you surface for the team, not just what you close yourself.
• Interested in commercial lending, fleet, or equipment finance (experience a plus, not required).

WHAT SUCCESS LOOKS LIKE (MONTHLY):

• 150+ dials, 40+ live contacts
• 8–12 qualified opportunities identified and passed to BDMs or closed independently
• 20–30+ residual rewrites closed
• 10+ win-back contacts on lapsed accounts
• 5+ new prospect introductions logged and handed to BDM

WORK ENVIRONMENT & PHYSICAL ABILITIES:

• Requires frequent sitting for prolonged periods of time in an office setting.
• Requires eye-hand coordination and manual dexterity sufficient to operate a keyboard, photocopier, telephone, calculator, and other office equipment.
• Ability to communicate providing verbal feedback in a professional manner.
• Ability to receive and analyze data and input into the computer.
• Ability to lift up to 30 lbs.
• Normal range of hearing and vision.

REQUIRED EDUCATION, EXPERIENCE, KNOWLEDGE & SKILLS:

• Associate or bachelor’s degree.
• Strong MS Excel skills and proficient with all Microsoft applications.
• Willingness to learn, grow, and adapt to the changing market.
• Valid Driver's License and MVR in good standing.
• Ability to successfully complete a General Abilities Assessment and pass a post-offer background check, physical and drug screening.

JOB DETAILS:

• Type: Salary
• Compensation Range: $60,000 + Commission
• Bonus Eligibility: Yes
• Reports To: National Sales Manager
• Closing Date: When Filled

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