Inside Account Manager

Account Development Team Opportunity

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