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Business Development Account Manager

Equipment Finance Group LLC
Greater Cincinnati / Northern KY

Equipment Leasing Industry

Great Opportunity for Experienced Equipment Leasing professional with minimal experience!

Equipment Finance Group LLC is a private, commercial equipment finance company, serving small, mid-size and large private and public businesses. EFG is committed to giving vendors and commercial customers full-service financing solutions. Offering competitive domestic, cross-border and export trade finance solutions.

Our commitment is to provide “viable funding solutions for EVERY potential buyer” and our strategy is to revolutionize small business lending by employing the latest technology and a motivated workforce to deliver fair and transparent financing solutions to businesses with unmatched levels of speed, convenience and
customer service. Our products and services are offered to the business community primarily through financing programs with equipment manufacturers, distributors, and dealers.

Position Summary:

By handling EFG’s accounts and development teams the Business Development Account Manager (BDAM) is a significant role within the company as it drives the business. Senior Management relies heavily on BDAMs in a litany of ways and their proper use of discretion and judgment is pivotal to the success of the business. Success in this position is accomplished by managing prospects and current customers in accordance with our overall business development strategies. Your goal is to grow and expand the sales activity levels by assisting customers in growing their businesses by having them take advantage of the benefits of commercial financing. Business Development Account Managers will utilize telephone and email communication to provide an exceptional customer experience.

Essential Duties and Responsibilities:
• Train, develop, and mentor a small team of Business Development Associates
• Work with Business Development Associates to ensure the department is meeting targets
• Use critical judgment to make independent recommendations up to certain levels based on customer’s financial needs and capabilities
• Use independent analysis to create, manage, and grow a sales territory that can drive the success of the business
• Independently develop and maintain accurate data in client databases that are crucial to the business as they advance data matrixes that senior management will use to facilitate business growth
• Responsible for exercising personal discretion when maintaining and growing customer relationships
• Ensure that Business Development Associates are adhering to company policies along with federal
regulations and compliance laws
• Grow Book of Business by successfully marketing the company by making outbound business
development calls to advise prospects of best lease product to enhance their business and move them through EFG’s CRM technology tools, application process and credit approvals.
• Manage, monitor, and track the Business Development Associate’s accounts to aid senior management in
tracking performance and forecasting trends to target specific areas for growth
• Develop business from prospects without direct supervision
• Develop and Manage CRM email campaigns
• Partner with credit and operational teams to facilitate the approval process for onboarding customers
• Collaborate with Senior Business Development Managers and executives to develop methods and tactics
for market growth
• Travel and Entertainment required to develop relationships


• Bachelor’s degree required
• Five years or more of related sales experience required
• Self-driven, energetic with an entrepreneurial spirit
• Excellent technological skills
• Must possess leadership qualities
• Strong communication skills
• Candidate should be self-motivated and possess a desire to learn
• Strong organizational skills and attention to detail with sense of urgency
• Ability to customarily and regularly exercise discretion and work independently on significant matters
• Work confidently within a team setting in a fast-paced environment

The successful candidate will receive:

Wealth & health.
• Competitive pay
• Paid Gym Membership
• MD live (24/7 access)
• Dental Care
• Vision plan
Work-life balance.
• Paid time off
• 10 paid holidays
• Social events
Career Development.
• Professional development
• Career advancement
Location Amenities.
• Modern office space on the Bank of the Ohio River
• Proximity to downtown, marina and plenty of Shops, cafes. & restaurants

Job Application

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