Inside Sales Account Manager, Comfort
Core
Manage and grow a portfolio of HVAC contractor and dealer partner accounts to drive partner activation, financing volume, and new-to-program counts remotely.
Role type
Inside Sales Account Manager
Builds
Comfort plans financing products for HVAC contractors and dealers
Domain
Home energy / HVAC / Consumer finance
Required skills
consultative selling, relationship building, portfolio management, Salesforce proficiency, virtual training delivery, pipeline management, forecasting
Preferred skills
HVAC or home services industry experience, comfort plans or subscription model familiarity, dealer certification program experience, fintech or embedded finance sales experience
Responsibilities
Build relationships with business owners and decision-makers via outbound calls and virtual meetings; follow up with newly onboarded partners to drive activation; identify barriers to adoption and build action plans; develop strategies to grow financing penetration; identify upsell and cross-sell opportunities; monitor account health and re-engage dormant partners; maintain accurate forecasting and pipeline management in Salesforce; conduct virtual partner training on financing products; provide partner feedback to improve products and processes.
Seniority
Mid-level, hands-on IC
