Account Executive

We seek a reliable and determined individual to join our Factoring department. If you have a knack for finding solutions and enjoy helping people, you might be a good fit!
Unlike other companies, we don’t have the harsh mentality of “the client is always right.” We work cohesively as a team and treat our clients like family. Each interaction a TBS associate has with a client is more like a conversation with a shared common goal rather than a screaming match.
If you’re interested in a supportive work environment, lavish benefits, and a job that has endless opportunities to grow, we’d love to have you on our team!
Now for the fine print…

The Account Executive is responsible for providing excellent customer service while managing a granted portfolio of clients, with a high priority on customer satisfaction and retention.

Key Roles & Responsibilities:

• Create and drive revenue within a specified client base.
• Communication is vital and this position is expected to be in constant contact with clients and the team to ensure accuracy, consistency, and follow through. Phone calls should be the primary method of contact. Ensure clients are apprised of account issues.
• Provide comprehensive onboarding and periodic follow-ups to ensure clients understand the tools available and are complying with the guidelines of the product.
• Ensure purchasing, risk, and collections are maintained within portfolio expectations.
• Meet or exceed all weekly goals for additional compensation opportunities through the peak program.
• Foster deep client relationships, understand their business/finances/requirements and provide tools/services. This may include client visits as determined by Factoring Manager.
• Promotes and fosters a positive and supportive environment that is committed to the success of the department, peers, customers, and the overall goals of TBS.
• Inform clients of other TBS services and provide information as requested.
• Understand and keep current on the latest procedures for the department and company.
• Oversee the use of advanced resources and other financial tools available to select clientele.

Personal Attributes & Requirements:

• Must be willing and able to work in-office 5 days a week.
• Excellent customer service and people skills meaning polite, responsive, knowledgeable, and follows through with tasks.
• Outstanding communication skills (both written and verbal) regardless of organizational level.
• High-level problem solver and multi-tasker with the ability to independently prioritize and complete tasks.
• High level of attention to detail.
• Dependable with exceptional attendance and time management skills.
• Flexible and highly self-motivated team player.
• Active listener with the ability to effectively handle complaint calls, understanding client needs and leaving calls with client satisfaction and or action plan that’s met.
• Strong willingness to respect and support the hierarchy of the company.

Qualifications, Education & Special Requirements:

• High School Diploma or Equivalent, College Degree Preferred.
• Industry knowledge of transportation, factoring, and finance preferred.
• Bilingual (Spanish/English) preferred.
• Sales experience and or client face-to-face experience is advantageous but not required.
• Highly skilled in computer, electronic communication, and technology proficiencies with the ability to quickly learn new software, applications, systems, and operate office equipment.
• Strong knowledge of Excel (spreadsheets), Microsoft Outlook, Word, and PowerPoint.
• Ability to move in and out and around the office, including furniture and ability to access file cabinets, office machinery, etc.
• Capable of constantly (i) operating a computer, keyboard, and mouse; (ii) viewing monitors, and (iii) working other office equipment, such as phone system, calculator, copy machine/printer.
• Ability to type efficiently and effectively without excessive errors.
• Capacity to learn quickly and accurately apply and communicate the knowledge.