Strategic Account Manager

1 month ago


Boca Raton, Florida, United States Newtek One Full time
Job Description

NewtekOne, a financial holding company, provides business and financial solutions to the small- and medium-sized business market. The company offers a range of products and services, including banking, business lending, electronic payment processing, and technology solutions.

The Strategic Account Manager will support the Regional Vice President in various tasks, including managing phone calls, scheduling meetings, and handling travel arrangements. This position is an excellent opportunity for someone looking to advance to a Regional Vice President role in the future.

Key Responsibilities:

  • Assist the Regional Vice President with phone calls and meeting scheduling.
  • Coordinate and manage travel arrangements, including flights, hotel accommodations, and expenses.
  • Develop a strong understanding of the business and its operations.
  • Actively participate in the sales process and engage with prospects.
  • Provide support in various tasks as needed to ensure smooth operations.

Requirements:

  • Strong organizational skills and attention to detail.
  • Willingness to learn and adapt to new challenges.
  • Basic knowledge of sales, finance, and marketing, ideally supported by relevant academic background.
  • Comfortable with travel and speaking on camera to clients. Experience with client interactions and public speaking.
  • Intermediate knowledge of Microsoft Office applications such as Word, Excel, and Outlook. Salesforce/CRM experience is a plus.

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.



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