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Territory Account Manager - Miami-Dade/Broward County, FL

Company: Ygrene Energy Fund
Location: Miami
Posted on: June 25, 2022

Job Description:

Ygrene is an award-winning PACE (Property Assessed Clean Energy) funding company that is on a mission to become the leading financier of sustainable commercial real estate projects throughout the United States. We leverage PACE legislation to drive economic development and prioritize sustainable projects to improve the lives of people within the communities we serve. -

Job Summary The Territory Account Manager (TAM) is a financial outside sales position. The Ygrene TAM is primarily a hunter that identifies and cultivates contractor relationships within an assigned territory to sell Ygrene financing. The TAM is responsible for the development of relationships with each contractor partner, driving sales, achieving and exceeding sales targets, and managing any additional programs. The TAM represents the entire range of company financial services products and services to assigned partners though may focus on a specific solution or product set. Territory Account Manager (TAM) Duties and Responsibilities:

  • Identify, acquire and train Contractor channel partners to Sell Ygrene financing programs.
  • Cultivates leads, either self-generated, existing in Salesforce, or from Inside Account Reps (IAR's).
  • Set appointments or visits with contractors on a daily and weekly basis.
  • Earn the right with the Contractor partner to be their financing option of first choice.
  • Help onboard New Contractors and provide continuous training on Ygrene products, programs and processes.
  • Sell through Contractor partner organizations to property owners in coordination with partner sales resources.
  • Proactively lead a joint partner planning process that develops mutual performance objectives, financial targets, and critical milestones associated with a productive partner relationship.
  • Establish productive, professional relationships with key personnel in designated partner accounts. Account Management: 20%
    • Work directly with each partner's senior leadership, marketing and sales teams to ensure that they have the required information, sales tools and support.
    • Proactively assess, clarify, and validate partner needs on an ongoing basis and secures information on competitive offerings being made to contractor partners.
    • Address any compliance or quality issues as needed, including sustaining a solid Net Promoter Score, based on the Property Owner rating the Contractor partner.
    • Support Contractors to take applications from Property Owners
    • Leverages the Operations team to process all applications from submission to funding.
    • Ensure compliance with partner agreements, proper messaging and document signings for the contractor code of conduct.
    • Work with Contractors to adopt and engage with Ygrene's technology platform.
    • Monitor reports and manage key sales metrics and goals.
    • Utilize Salesforce platform and reports/dashboards to strategize, plan, drive sales, track progress and report activity.
    • Responsible for conducting periodic Contractor Business Reviews to identify needs and opportunities and to secure mutual goals that are tracked and managed in Salesforce. Other duties as assigned: 5%
      • Perform Special projects and research as assigned
      • Perform other duties as assigned Territory Account Manager (TAM) Skills and Experience:
        • Bachelor's Degree preferred. -
        • A minimum of 1-2 years of B2B outside sales experience, preferably managing a territory / accounts.
        • Experience in the residential contractor, home improvement and energy efficiency market a plus.
        • Experience working with contractors, distributors, system integrators, value added resellers and manufacturer's representatives a plus.
        • Mortgage and Real Estate Experience a plus.
        • Self-starter; ability to take the initiative to identify the top Contractor partners in each finance category and win the right to be their preferred financing partner.
        • Ability to train, present and support partner sales forces.
        • Attention to detail and ability to actively monitor channel partner activity.
        • Ability to identify new opportunities, product offerings, and refinements to process and effectively working with team members to develop these new initiatives while maintaining successful core partner sales efforts.
        • Willingness to participate in trade shows and other marketing events as part of partner's marketing plan.
        • Managing sales reporting systems and identifying opportunities / calls-to-action.
        • Prior experience utilizing Salesforce CRM a plus.
        • Ability to attend offsite meetings, trade shows and other key account visits.
        • Bi-lingual in Spanish is a plus. Work Environment & Physical Requirements:
          • This position operates in a professional office environment and routinely uses standard office equipment such as computers, phones, photocopiers, scanners, and filing cabinets.
          • Work environment is indoors with majority of time spent sitting at a desk.
          • Ability to stand, bend, stoop, sit, walk, twist and turn.
          • Ability to lift up to 25 pounds occasionally.
          • Ability to use a computer keyboard and calculator. Position Type, Expected Hours of Work, and Travel:
            • This is primarily an outside sales position, with a majority of time spent in the field at Contractor partners, prospects and Industry events.
            • The TAM is an Exempt Salaried position and will earn a Commission based on monthly production from their assigned Contractor base.
            • The Assigned territory is will be Miami-Dade and Broward Counties, Florida. 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. This document does not represent an employment contract. - #LI-Remote

Keywords: Ygrene Energy Fund, Miami , Territory Account Manager - Miami-Dade/Broward County, FL, Executive , Miami, Florida

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