Renewal Account Executive at Elite – Draper, Utah

Position Responsibilities

The Renewal Account Executive is responsible for maintaining and growing the existing small business borrower relationships. Responsibilities include communicating with customers regarding their current or future financing needs and coordinating with marketing on various communications. The best candidates will be self-motivated, team-oriented and anxious to be part of a rapidly growing business.

Key Responsibilities

• Influence existing customers on the benefits of renewing or refinancing their existing loan with Channel
• Provide working capital product information, features, and benefits to customers
• Conduct sales presentations via the phone
• Request appropriate information from customers to determine eligibility
• Initiate the loan contract, ensure the customer has a great user experience across sales, credit, and funding teams
• Maintain confidentiality of all customer and company records
• Perform other duties as required

Skills & Specifications

• Strong telephone sales presence
• Organizational skills are key
• Excellent written and verbal communication
• Exceptional ability to present information in one-on-one and small group situations to customer, clients, and other employees of the organization.
• Ability to apply basic arithmetic
• Microsoft Word, Spreadsheets, Outlook and an ability to quickly learn and navigate through Channel’s Salesforce system and related technologies.

Education & Qualifications

• 3+ years of inside sales experience working with small businesses
• Demonstrated history of successful closing ratios
• Proven track record of developing strong relationships and repeat customer business

Key Performance Indicators

• Daily outbound customer connections

• Renewal Closing Ratios

• Renewal Volume Goals

• Customer Contact Rates

Company Summary

At Elite powered by Channel, our mission is to help our Partners and Brokers provide working capital to their customers, the small businesses of Main Street America. Elite leverages customized technology and business processes, a strong balance sheet, and risk analytics, through its parent Channel Partners Capital Investments (CPCI), to provide single-source financing that supports third-party originators and their customers with business growth opportunities and a need for capital.

Elite empowers and trains team members at all levels to make quick decisions in service to our relationships and ensure the flexibility and nimbleness required to compete in today’s marketplace. We are the perfect workplace for those who are motivated and have a desire to be part of a fast-growing, agile, and diverse organization where you can make a difference every day.

Elite offers a flexible work environment and encourages innovation and team member development. Benefits include medical, dental, and vision plans with HSA and FSA options; life insurance and disability plans; along with a generous PTO policy and employer-match company 401K plan.

Elite is a part of the Channel family of companies. Channel is a leading provider of equipment finance and working capital funding solutions for small businesses through broker partnerships. We are one of a limited number of full-service, non-bank lenders successfully filling the gap in small business credit availability. With five office locations in four states, we have been ranked among the 500/5000 fastest-growing private companies in the U.S. by Inc. magazine for 13+ consecutive years, and we are proud to be rated a Top Workplace.