ACCOUNT MANAGER / SENIOR ACCOUNT MANAGER - HYBRID
Core
Develop new business and manage a portfolio of Canadian entrepreneurs with revenues between $3M and $50M by providing financing solutions and advisory services.
Role type
Account Manager / Senior Account Manager
Builds
Financing solutions and advisory services for small to medium-sized Canadian businesses
Domain
Banking / Entrepreneurial Finance
Deliverable
client delivery
Required skills
business development, sales target achievement, portfolio management, financial statement analysis, credit assessment, negotiation, presentation, relationship building
Preferred skills
local business community networking, leveraging centers of influence
Technologies
N/A
Responsibilities
Meet with entrepreneurs to understand needs and recommend financing/advisory solutions; execute sales and portfolio management action plans; build a pipeline of new business opportunities; review, structure, negotiate, and present financing proposals; maintain an active presence in the local business community to generate referrals.
Seniority
Mid-level IC