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Sales Account Manager - Easly

Founded in 2019, Easly is a Canadian alternative lending platform. We specialize in providing non-dilutive financing to companies that receive government tax incentive refunds. We use these tax incentive refunds as collateral to provide companies with evergreen sources of capital. Easly is committed to supporting the vibrant innovation ecosystem in Canada. 

POSITION SUMMARY

  • Working alongside the Sales Director, the Sales Account Manager is responsible for being a pivotal contact between our clients, the Sales Director and Underwriting;
  • This position involves client interactions, gathering and recording essential information to facilitate the client journey from application to funding, and ensuring timely communication between clients, Sales and the Underwriting team. 

ESSENTIAL DUTIES AND RESPONSIBILITIES

The duties and responsibilities of the Sales Account Manager, include, but are not limited to the following:

  • Work with the Sales Director to maximize new sales and revenues from assigned accounts and/or territories;
  • Engage with potential clients, understanding their needs, and “owning” the client from initial application to initial funding;
  • Manage sales activities, efficiently gathering necessary information and documents from clients needed for the Sales and Underwriting process;
  • Ensure high quality loan applications are submitted to Underwriting; 
  • Successful achievement of sales objectives;
  • Track all relevant client information in Salesforce, Box, etc.;
  • Occasional travel within Canada; and
  • Perform other duties as assigned.

The ideal candidate will possess the following qualifications:

  • University degree in Business, Marketing, or a related field;
  • Minimum three (3) years of customer service experience in a B2B (business to business) organization;
  • Customer service experience in the financial services sector and/or in a channel sales position;
  • Working knowledge of the tax credit financing industry;
  • Commitment to Easly’s goals, philosophies, and standards;
  • Excellent written and verbal communication and interpersonal skills with the with the ability to be persuasive, resilient, and tenacious, with a strong desire to sell;
  • Exceptional customer service skills;
  • Highly competitive, results-oriented, self-starter, with the ability to work independently with minimal supervision and work collaboratively within a team;
  • Data-driven mindset, high level of detail-orientation, follow-through, and accuracy;
  • Highly proficient with technology, including, Salesforce, internet browsers, conducting internet research and MS Office products;
  • Well-developed organization and time management skills to meet or exceed activity quotas;
  • Adaptive, thrives in a fast growth, changing environment; and 
  • Formal financial training/certification is an asset.

Competitive base salary and commission structure

Comprehensive benefits

Hybrid work, 2 days a week in-office in Toronto.

Easly welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the recruitment and selection process.

For more information, check us out online at fundeasly.com

Average salary estimate

$75000 / YEARLY (est.)
min
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$60000K
$90000K

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What You Should Know About Sales Account Manager - Easly, BLANKSLATE Partners

Easly is looking for a motivated and dynamic Sales Account Manager to join our innovative team in the bustling world of alternative lending. Founded in 2019, we’re proud to offer non-dilutive financing options for companies benefitting from government tax incentive refunds. As a Sales Account Manager, you will play an essential role in ensuring that clients experience a seamless journey, from initial application through to funding. Working closely with the Sales Director, you will engage with potential clients, delve into their needs, and take the reins in managing their accounts. With a variety of responsibilities, including gathering vital information for sales and underwriting processes and ensuring high-quality loan applications are submitted, you’ll have the chance to significantly impact our sales objectives and revenue growth. The ideal candidate will possess a university degree in Business or Marketing and have at least three years of customer service experience in a B2B setting, preferably in financial services. Your strong communication, persuasion skills, and attention to detail will help you excel in this fast-paced environment. At Easly, we foster a culture of support and innovation, so it's important that you thrive on collaboration as well. With competitive compensation, a commission structure, and a hybrid work model, this is your opportunity to make a real difference in the Canadian innovation ecosystem. Join us at Easly and help reshape the future of financing!

Frequently Asked Questions (FAQs) for Sales Account Manager - Easly Role at BLANKSLATE Partners
What are the main responsibilities of a Sales Account Manager at Easly?

As a Sales Account Manager at Easly, you will be responsible for managing client relationships, gathering necessary documents for loan applications, and working closely with the Sales Director to drive new sales and revenue. Your role will involve understanding client needs, ensuring timely communication throughout the application process, and tracking all relevant client information in Salesforce.

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What qualifications do I need to apply for the Sales Account Manager position at Easly?

To be considered for the Sales Account Manager position at Easly, applicants should possess a university degree in Business, Marketing, or a related field, along with a minimum of three years of customer service experience in a B2B organization. Experience in the financial services sector and a working knowledge of the tax credit financing industry are also essential.

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How does Easly support its Sales Account Managers in achieving sales objectives?

Easly offers a supportive environment for Sales Account Managers by providing comprehensive training and access to resources that enhance client interaction and sales processes. Collaborating closely with the Sales Director helps in strategizing and maximizing revenue from assigned accounts, while having access to technology tools like Salesforce streamlines documentation and reporting.

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What skills are important for a successful Sales Account Manager at Easly?

A successful Sales Account Manager at Easly should have exceptional written and verbal communication skills, a persuasive and resilient attitude, and a strong commitment to customer service. Additionally, being highly organized, detail-oriented, and proficient in technology, including Salesforce and MS Office, is crucial for managing client accounts effectively.

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What does the typical career path look like for a Sales Account Manager at Easly?

The career path for a Sales Account Manager at Easly can lead to advanced sales positions, regional sales management, or strategic roles within the company. With a focus on growth and professional development, successful Account Managers can position themselves for leadership by demonstrating results, building strong client relationships, and contributing to the company’s objectives.

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Common Interview Questions for Sales Account Manager - Easly
What strategies would you use to engage potential clients as a Sales Account Manager?

In answering this question, highlight your ability to research client needs, tailor your approach to individual businesses, and establish rapport. Emphasize your experience in leveraging communication tools and building trust to create long-term relationships.

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How do you handle a situation where a client is dissatisfied with the service?

Demonstrate your conflict resolution skills by discussing how you would listen to the client's concerns, empathize with them, and offer constructive solutions. Highlight your commitment to maintaining high customer satisfaction and resolving issues promptly.

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Can you describe your experience using Salesforce to manage client information?

Share your familiarity with Salesforce, detailing how you’ve tracked client interactions, managed sales pipelines, and utilized reports to monitor progress. This showcases your ability to leverage technology for efficient sales management.

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What do you consider essential qualities for a successful Sales Account Manager?

Focus on qualities such as resilience, adaptability, strong communication skills, and attention to detail. Explain how these attributes contribute to successfully achieving sales goals and fostering client relationships.

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How do you prioritize tasks when managing multiple client accounts?

Discuss your time management and organizational skills. Explain how you might use tools to track tasks, set deadlines, and effectively prioritize activities based on client needs and business goals.

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What role does collaboration play in your approach as a Sales Account Manager?

Highlight the importance of teamwork in your role. Discuss how collaborating with the Sales Director, Underwriting team, and other stakeholders enhances the overall client experience and contributes to achieving sales objectives.

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Describe a time when you exceeded sales targets. What was your approach?

Share a specific example that illustrates your strategic planning, persistence, and ability to identify new opportunities. Emphasize the actions you took that led to exceeding your targets.

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How do you stay informed about industry trends and developments in the tax credit financing sector?

Talk about your methods for staying updated, such as following industry news, participating in professional groups, or attending relevant seminars. This shows your commitment to continuous learning and professional growth.

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What tools and technologies are you familiar with that assist in sales management?

Mention specific tools, such as Salesforce, MS Office, and any relevant sales automation software. Discuss how you use these platforms to improve efficiency, track performance, and manage client relationships.

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Why do you want to work as a Sales Account Manager with Easly?

Express your enthusiasm by connecting your career goals with Easly’s mission and values. Share how you’re motivated by the opportunity to contribute to the innovation ecosystem in Canada and help clients navigate their financing needs.

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TEAM SIZE
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EMPLOYMENT TYPE
Full-time, hybrid
DATE POSTED
February 26, 2025

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