Director of Strategic Accounts

🔥 2 minutes ago

🏖️ New Jersey – Remote

🏖️ New Jersey – Remote

💵 $125k - $175k / year

⏰ Full Time

🔴 Lead

👔 Director

👻 Ghost score 0%

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Trio Capital

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2022

💸 Finance

🤝 B2B

Finance • B2B

Trio Capital is an American-owned equipment finance and working capital partner that provides small- and mid-ticket equipment financing and working capital solutions to small businesses and commercial equipment sellers. Backed by a leading lender since 2008, Trio emphasizes relationship-driven, fast, and flexible financing—working directly with dealers and borrowers to streamline approvals, fund transactions quickly, and support long-term partnerships. The company focuses on personalized service, industry expertise, and leveraging proven infrastructure, data, and technology to deliver smooth lending experiences.

📋 Description

• Identify and engage national manufacturers selling capital equipment across primary verticals • Develop and execute strategic account acquisition plans • Navigate complex sales cycles and cultivate C-level and VP-level relationships • Generate new business through prospecting, networking, referrals, industry events, and strategic outreach • Maintain an active pipeline and accurately forecast future production • Collaborate with senior leadership and underwriting to structure finance solutions • Deliver presentations and solution-based proposals tailored to clients’ sales and financial goals • Present Trio’s financing programs, technology tools, and value-added services • Lead contract negotiations and onboarding for new accounts • Conduct program kickoff meetings internally and externally • Use the CRM to document activities and manage opportunities • Collaborate with finance, marketing, credit, and operations teams • Maintain knowledge of client business models, industry dynamics, and emerging trends • Drive product initiatives supporting national account growth • Coordinate product and system requirements, campaigns, and product rollouts • Design and assess products, programs, and marketing materials • Track sales activities, penetration rates, and KPIs using program reports • Conduct quarterly account reviews and iterate programs based on feedback • Meet KPIs including new programs, finance volume, portfolio performance, customer satisfaction, retention, and cross-selling

🎯 Requirements

• 7+ years’ selling experience in the equipment finance industry • Demonstrated history of closing C-level program agreements • Strong understanding of national account sales cycles and selling into large accounts in small to mid-ticket markets up to $500,000 • Strong understanding of the equipment finance market • Experience qualifying and closing national accounts and formally responding to RFPs • Understanding of manufacturer-based programs in the equipment finance industry • Solid understanding of multiple markets and industries across the equipment finance industry • Proficiency with CRM (Salesforce.com), PowerPoint, and Excel • Expert qualification, relationship initiation, building, and management skills • Superior communication and people skills • Experience with program management for large national accounts • Understanding of financial pricing applications (T-Value, Super Trump, HP) • Bachelor’s degree or equivalent education and experience preferred • Ability to travel domestically up to 60% of the time • Initiative-taking, collaborative, problem-solving, enthusiastic, coachable, and accountable

🏖️ Benefits

• Flexible work environment • Medical, dental, and vision plans • HSA and FSA options • Life insurance and disability plans • Generous PTO policy • Employer-match company 401K plan • Team member development opportunities • Commission

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