Sales Account Executive

NewtekOne®, Your Business Solutions Company®, is a financial holding company, which along with its bank and non-bank consolidated subsidiaries, provides a wide range of business and financial solutions under the Newtek® brand to the small- and medium-sized business ("SMB") market.

Since 1999, Newtek has provided state-of-the-art, cost-efficient products and services and efficient business strategies to SMB relationships across all 50 states to help them grow their sales, control their expenses, and reduce their risk.

Newtek's and its subsidiaries' business and financial solutions include : Banking (Newtek Bank, N.A.), Business Lending, Electronic Payment Processing, Technology Solutions (Cloud Computing, Data Backup, Storage and Retrieval, IT Consulting), eCommerce, Accounts Receivable Financing & Inventory Financing, Insurance Solutions, Web Services, and Payroll and Benefits Solutions.

Newtek One is looking for a Sales Account Executive.

The Sales Account Executive is a multifaceted role that combines sales responsibilities with administrative tasks. This position requires a proactive and organized individual who can efficiently manage client accounts while also handling various administrative functions to support the sales team and ensure smooth operations.

Essential Functions & Responsibilities (other duties may be assigned) :

Sales Account Management :

• Develop and maintain strong relationships with existing clients.
• Act as the primary point of contact for client inquiries, concerns, training and requests.
• Identify opportunities to upsell or cross-sell products or services to existing clients.
• Get more business out of existing / dormant partners.
• Have regular touch-points with accounts to ensure our partners know our value proposition and depth of our service offerings
• Prepare sales proposals, contracts, and presentations for clients.

Administrative Duties :

• Manage and maintain client databases and CRM systems, ensuring data accuracy and completeness.
• Prepare and distribute sales reports, forecasts, and other relevant documentation as directed.
• Handle general administrative tasks such as answering general partner request inquiries and processing paperwork.

Customer Service :

• Provide exceptional customer service to clients, addressing any issues or concerns in a timely and professional manner.
• Serve as a liaison between clients and internal departments to ensure that client needs are met effectively.

Collaboration and Communication :

• Work closely with the Director of Sales, marketing department, and other internal stakeholders to coordinate efforts and achieve sales targets.
• Communicate regularly with clients to provide updates on products, promotions, and company developments.

Knowledge, Skills & Abilities :

• Proven experience in sales and account management.
• Strong organizational and time management skills with the ability to prioritize tasks effectively.
• Excellent communication and interpersonal skills.
• Proficiency in Microsoft Office suite and CRM software (e.g., Salesforce).
• Attention to detail and accuracy in administrative tasks.
• Ability to work independently as well as part of a team.

Education & Certification Requirements :

Bachelor's degree in business administration, marketing, or related field preferred.

Salary Range : $45,000 to $65,000 per year

NewtekOne is an Equal Opportunity Employer; M / F / D / V. We require all of our employees to perform work in an ethical manner and uphold our Code of Business Conduct and Ethics at all times.