The Role
Manage and grow leasing accounts by acquiring new/add-on contract business, meeting sales quotas and margins, responding to customer needs, using CRM and Idealease tools, preparing sales plans/reports, collaborating across departments, and ensuring high service levels.
Summary Generated by Built In
The Idealease Account Manager is responsible for acquiring new and add-on contract business, maintaining high levels of customer responsiveness, and achieving annual sales quotas. This role involves sales operations, customer relationship management, and collaboration with internal departments to ensure service excellence. The Account Manager is expected to model company values, pursue professional development, and contribute to a cooperative team environment.
The incumbent in this position is expected to model the following practices daily: 1) Demonstrate alignment with the company's mission and core business values; 2) Collaborate with key internal/external resources; 3) Participate in ongoing self-development; 4) Execute Positive Business Results
Essential Functions
- Models, promotes, reinforces, and rewards the use of Values Based Leadership (VBL) tools, models, and processes to ensure that they are effectively and consistently put into action.
- Acquires new and add-on contract business.
- Responds promptly to customer needs and requests.
- Achieves annual sales quotas and gross margin targets.
- Markets Idealease services and support the sales department.
- Assists in preparing the Annual Business Plan.
- Develops and implements Lease/Dedicated Maintenance Sales and Prospecting Plans.
- Maintains and utilizes a customer database for leads and prospects.
- Provides regular sales reports to management.
- Interacts with all departments to ensure high customer service levels.
- Reviews customer evaluations periodically.
- Follows credit policies and assists with collections.
- Uses Idealease sales tools including the Rating System and I-Lease Program.
- Maintains delivery reports for forecasting.
- Communicates and cooperates with all departments.
- Participates in training and professional development.
- Promotes teamwork and uphold company values.
- Works safely adhering to all applicable safety policies, complying with all company policies, procedures, and standards.
- Performs other duties as required.
Knowledge, Skills, and Abilities
- Excellent interpersonal and customer service skills.
- Strong data analytical skills.
- Excellent self-management, multi-tasking, and organizational skills.
- Ability to work independently and effectively within a team in a fast-paced, high-volume environment with emphasis on accuracy, timeliness, and achievement of goals.
- Strong sales and customer service skills.
- Excellent communication and interpersonal abilities.
- Ability to manage multiple accounts and prioritize tasks.
- Proficiency in CRM systems and Microsoft Office Suite.
- Ability to work independently and collaboratively in a fast-paced environment.
Requirements
Education and Experience:
- Bachelor’s Degree in Business Administration or Construction Management is preferred.
- 3 or more years of sales or account management experience in leasing or transportation industry.
Supervisory Responsibilities:
- None.
Travel:
- Some travel required.
- Valid driver’s license.
Physical Requirements:
- This position involves extended periods in a stationary position; additionally, occasional movement inside the office to access office machinery, file cabinets, etc.
- This role frequently communicates with others, must be able to exchange accurate information in these situations.
- This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
- Occasionally moves materials or equipment weighing up to 30 pounds.
- Routinely reacts to visual, auditory, and other signals, including alarms and instructions, and is required to visually inspect work.
Work Environment:
- This job is generally performed in a professional office environment.
- Occasionally works outdoors and may be exposed to weather extremes conditions that include inclement weather, heat, cold, and humidity.
- Frequently works at fast pace with unscheduled interruptions.
Disclaimer:
Please note that the above statements are intended to describe the general nature and level of work being performed by employees assigned to this classification. They are not to be interpreted as an exhaustive list of all responsibilities, duties, and skills required of the incumbents so classified. All incumbents may be required to perform duties outside of their normal responsibilities, as needed.
About
HOLT Group is a renowned, family-owned company with a legacy spanning nearly a century. As a powerhouse across several industries, including heavy machinery, construction, consulting services, training, and technology, we prioritize people and values. Our commitment to a Values-Based Leadership® approach has led to trusted partnerships and collaborative endeavors. At the heart of our operations is HOLT CAT, the largest Caterpillar dealership in the nation, along with other companies focused on industrial & commercial selling, energy, technology, and training & development. We excel in selling, servicing, leasing, and renting top-of-the-line industrial machinery and are dedicated to powering the construction and industrial spaces with superior equipment. Moreover, we empower construction and development with advanced technology, along with bringing technical skills and Values-Based Leadership® to individuals and companies seeking sustainable growth. If you're seeking a fulfilling career, explore our job opportunities at HOLT Group and join our values-driven team.
Skills Required
- 3 or more years of sales or account management experience in leasing or transportation industry.
- Proficiency in CRM systems.
- Proficiency in Microsoft Office Suite.
- Valid driver’s license.
- Ability to travel (some travel required).
- Strong sales and customer service skills.
- Strong data analytical skills.
- Bachelor's Degree in Business Administration or Construction Management.
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The Company
What We Do
HOLT Group is a family-owned, values-driven enterprise headquartered in San Antonio, Texas, with a legacy spanning nearly a century. It operates as a powerhouse across several sectors, including heavy machinery, construction, energy, technology, and training. As the owner of the nation's largest Caterpillar dealership, HOLT CAT, the company excels in selling, servicing, and renting industrial equipment while prioritizing a people-first, Values-Based Leadership® approach to drive sustainable growth for its partners and customers.
