Service Finance National Accounts Manager

National Accounts Manager

The National Accounts Manager's primary role is to build solid long lasting commercial client relationships through consistent delivery of dedicated relationship management. The National Accounts Manager will serve as the primary point of contact for a portfolio of large national Dealers and partners. This role is responsible for driving partner engagement, maximizing loan volume, and ensuring an exceptional experience throughout the relationship. This position is required to use a consultative approach to educate partners, identify growth opportunities, resolve issues, and deepen relationships.

Essential Duties And Responsibilities

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

Responsible for building and developing solid relationships through ownership of a portfolio of national dealer accounts, serving as their trusted advisor and primary contact.

Drive partner engagement by providing ongoing training, program updates, and sales enablement support.

Identify and develop new business opportunities for Service Finance.

Ability to support National dealer account strategies through pricing and product offerings.

Analyze partner performance and implement strategies to increase loan submissions, approval rates, and funded volume.

Proactively identify opportunities for expanding the relationship (e.g., adding new locations, sales reps, or loan programs).

Prepare materials and conduct regular account reviews (Quarterly Business Reviews) and business check-ins via phone, video conference, and in-person (as needed).

Promptly and effectively resolve any questions, concerns, or technology related challenges using independent and critical thinking skills.

Collaborate with internal teams (Sales, Marketing, Legal, Operations) to resolve partner issues quickly and effectively.

Monitor usage metrics and escalate at-risk accounts to senior leadership.

Maintain detailed records of partner interactions, activity, and progress using CRM tools (e.g., Salesforce) and internal systems.

As needed, represent the company at meetings, trade shows, conferences and other industry functions.

Provide feedback to leadership and operations teams based on partner needs and market insights.

Utilize Truist banking products to deliver deepened commercial client experience to solve Dealer business challenges.

Qualifications

Bachelor's degree or an equivalent combination of education and related work experience.

Previous sales management experience (6-8+ years) in a business to business sales or relationship management environment.

Strong communication, interpersonal, and presentation skills.

Ability to analyze data and translate it into actionable insights.

Proactive, resourceful, and capable of managing nationally recognized high-volume dealer accounts.

Proven ability to build internal and external relationships to deliver against business unit and corporate goals.

Demonstrated national account experience; developing relationships and closing deals.

Broad base knowledge of the sales process from lead generation to relationship management.

Comfortable working cross-functionally and advocating for partner needs.

Proficient with CRMs, sales enablement tools, and virtual communication platforms and Microsoft Office suite of products.

Willingness to travel occasionally for partner visits or events (as needed).

Customer focused approach.

Excellent organizational skills.

Ability to solve complex problems and challenges independently using critical thinking skills.

Self-starter.

Preferred Qualifications:

Experience in lending, fintech, or the home improvement industry is strongly preferred.

Experience with financial products and services for contractors or small business owners.

Knowledge of the home improvement, remodeling, or construction industry.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.