Senior Account Manager, Financing

Posted 11 hours ago

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About the role

  • Senior Account Manager financing Canadian entrepreneurs through tailored lending solutions. Managing corporate borrower portfolios and advising entrepreneurs with $3M–$50M revenues.

Responsibilities

  • Meet with entrepreneurs, clients, and prospects to understand their businesses, identify issues, provide advice, and recommend appropriate BDC services
  • Deliver a marketing plan aligned with business-centre objectives
  • Execute an action plan focused on client-portfolio retention, satisfaction, and development
  • Analyze, negotiate, and present financing proposals while exercising credit judgment
  • Manage a portfolio of corporate borrowers
  • Maintain value-added, segment-specific, and personalized client communications
  • Build strong business relationships and contribute to entrepreneurs' success through tailored financing solutions and advisory services

Requirements

  • Bachelor's degree in business administration or in a field deemed equivalent
  • Good financial analysis skills and ability to interpret financial statements
  • Professional accounting designation is a major asset
  • 5 or more years of experience in a similar role with sales objectives
  • Good knowledge of the business environment in the candidate's region
  • Canvassing skills
  • Listening skills and ability to identify entrepreneurs' issues and business needs
  • Accuracy, proactivity, and outstanding customer service
  • Rigorous and organized portfolio management and marketing-plan implementation
  • Business development strategy implementation
  • Ability to build effective and lasting relationships with peers, business contacts, and external partners
  • Valid driver's licence and access to a vehicle required

Benefits

  • Flexible and competitive benefits
  • Employee Savings and Investment Plan with BDC matching part of voluntary contributions
  • Defined Benefit Pension Plan
  • $750 wellness and health care spending account
  • Paid vacation each year
  • Five personal days
  • Sick days as necessary
  • Offices closed from December 25 to January 1
  • Hybrid work model
  • Opportunities for learning, training and development

Job type

Full Time

Experience level

Senior

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

HybridSherbrookeCanada

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