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
