Explore a Career with Expansion Capital Group

Summary/Objective
This position acts as an account manager for our partners, communicates with our end customers, and prospects new business opportunities. There will be some travel required, and this person needs to be comfortable communicating both over the phone and via email. This is a fast-paced role that requires significant organizational skills as well as strong interpersonal skills.

Essential Functions

• Prospect & qualify new partnership inquiries, as well as train new partners on our process, workflow, and systems
• Act as an account manager by establishing, building, and maintaining relationships with our partners
• Assist partners with funding deals by working with both our junior and senior underwriting teams
• Track, report, and review key metrics and trends to proactively identify revenue opportunities within the partner channel
• Provide channel and industry feedback to management
• Travel nationwide to meet with our partners as well as attend various conferences

Required Education and Experience

• Highly motivated self-starter with a competitive attitude who expects to win

• The most important requirement is to be highly coach-able

• Process and detail-oriented problem solver

• The ability to manage and prioritize many tasks and deliverables simultaneously

• Ability to quickly and professionally build rapport with people at all level of an organization

• Organizational skills with a strong sense of prioritization

• Accustomed to and comfortable with working in a team environment

• Excellent written, verbal, and interpersonal skills

• Proficiency in using CRMs, Excel, and Microsoft Office

• 0-2 years of sales or customer service experience preferred

• Bachelor’s Degree

Supervisory Responsibility

This position does not have any supervisory responsibility.

Work Environment

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

This is largely a sedentary role; however, some filing is required. This would require the ability to lift files, open filing cabinets and bending or standing on a stool as necessary.

Position Type/Expected Hours of Work

This is a full-time position, and hours of work and days are Monday through Friday, 8:00 a.m. to 5:00 p.m. Occasional evening and weekend work may be required as job duties demand.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.