Account Manager

About Us

Rolling Equity Leasing, LLC (REL) is a full-service leasing provider focused on Independent Contractor financing and business support. REL is a financial services and tech company in the logistics/transportation space. Listed on Inc5000’s list of fastest growing companies in the US over the past two years.

For more information, please visit our website at www.TeamREL.com.

Position Summary

Rolling Equity Leasing is seeking a motivated, results-driven Account Manager position to expand our customer base and increase market share. This role is responsible for identifying and developing new business opportunities, qualifying prospective customers, conducting fleet and transportation needs assessments, and presenting customized leasing solutions that enhance operational efficiency and improve financial performance.

The successful candidate will build and maintain strong customer relationships, manage existing accounts, and provide ongoing account support to ensure customer satisfaction and long-term retention. This position requires a proactive sales professional with excellent communication, relationship-building, and problem-solving skills who can effectively identify customer needs and deliver value-driven solutions.

Key Responsibilities

Business Development & Prospecting

• Identify and target prospective customers within the assigned territory through cold calling, networking, referrals, industry events, and strategic outreach.
• Develop and maintain a robust pipeline of qualified sales opportunities.
• Research market conditions, competitor activity, and customer trends to identify growth opportunities.
• Establish relationships with fleet owners, transportation managers, operations leaders, and business decision-makers.

Customer Qualification & Needs Analysis

• Conduct comprehensive fleet evaluations to understand customer operations, equipment requirements, utilization, maintenance practices, and financial objectives.
• Analyze customer transportation challenges and identify opportunities where leasing solutions can improve performance and profitability.
• Assess fleet replacement cycles, growth plans, and operational needs.
• Gather and document customer requirements to develop tailored leasing recommendations.

Sales & Solution Presentation

• Present customized leasing programs and equipment solutions that align with customer needs and business goals.
• Prepare and deliver professional sales presentations, proposals, financial analyses, and lease comparisons.
• Explain lease structures, financing options, maintenance programs, and value-added services.
• Manage the sales process from initial contact through contract execution and vehicle delivery.Account Management & Relationship Development
• Maintain ongoing relationships with prospects to nurture future opportunities.
• Serve as the primary point of contact for assigned customer accounts.
• Conduct regular account reviews to identify additional equipment and leasing opportunities.
• Collaborate with operations, maintenance, finance, and customer service teams to ensure a positive customer experience.
• Resolve customer concerns promptly and professionally.

Territory Management

• Develop and execute a territory sales plan to achieve revenue and growth objectives.
• Maintain accurate customer records, activity reports, and sales forecasts within the CRM system.
• Monitor key performance metrics and provide regular updates to management.
• Participate in industry associations, trade shows, and customer events.

Qualifications

Required

• Bachelor's degree in Business, Marketing, Transportation, Finance, or related field preferred; equivalent sales experience will be considered.
• Strong consultative selling, prospecting, and relationship-building skills.
• Experience conducting needs analyses and presenting customized solutions.
• Excellent communication, presentation, and negotiation abilities.
• Ability to identify customer needs and recommend effective solutions.
• Self-motivated and results-orientated with strong organizational and time-management abilities.
• Proficiency with CRM systems and Microsoft Office Suite.
• Valid driver's license and ability to travel throughout the assigned territory.Preferred
• B2B sales experience including prospecting and lead generation are a plus.
• Experience in commercial vehicle leasing, transportation, trucking, fleet management, equipment finance, or related industries.
• Knowledge of fleet operations, Class 6-8 trucks, trailers, and transportation equipment.
• Understanding of lease structures, financing alternatives, and fleet lifecycle management.

Key Competencies

• Consultative Selling
• Prospecting & Lead Generation
• Customer Needs Analysis
• Relationship Management
• Negotiation & Closing
• Strategic Thinking
• Financial Acumen
• Territory Planning
• Communication & Presentation Skills
• Customer Service Excellence

Performance Metrics

• New customer acquisition
• Existing customer fleet expansion
• Gross profit performance
• Qualified pipeline development
• Customer retention and satisfaction
• Territory market penetration
• Sales activity and CRM compliance

Pay: $55,000.00 - $60,000.00 per year

Benefits:

• 401(k) matching
• Dental insurance
• Disability insurance
• Health insurance
• Paid time off
• Paid training
• Vision insurance

Work Location: In person