Account Manager

• Develop and nurture relationships with accounts in assigned regions to build long-term relationships with clients.
• Schedule and deliver field training sessions with customers/clients and their staff.
• Identify account needs and provide top support to clients by coordinating with internal Millennium Health stakeholders.
• Travel daily in the assigned territory.

• Develop and implement sales strategies to acquire and retain automotive dealer clients
• Build and maintain relationships with dealership owners and key decision-makers
• Identify portfolio growth opportunities by presenting financing solutions and promoting Westlake Floorplan Company offerings
• Conduct market research to remain competitive and align services with industry trends
• Oversee servicing of the automotive floorplan portfolio and ensure customer satisfaction
• Monitor account performance and proactively address client issues
• Collaborate with cross-functional teams to streamline processes and enhance customer experience
• Provide training and support to dealerships using financing solutions and services
• Monitor dealership conditions and performance
• Develop and maintain risk assessment models to evaluate dealership creditworthiness
• Collaborate with internal teams to ensure compliance with company policies and regulatory requirements
• Monitor portfolio performance, including loan balances, dealer performance, and payment trends

Automotive Floorplan Territory Manager

• Develop and implement sales strategies to acquire and retain automotive dealer clients
• Build and maintain relationships with dealership owners and key decision-makers
• Identify portfolio growth opportunities by presenting financing solutions and promoting Westlake Floorplan offerings
• Conduct market research to remain competitive and align services with industry trends
• Oversee servicing of the automotive floorplan portfolio and ensure customer satisfaction
• Monitor account performance and proactively address client issues and concerns
• Collaborate with cross-functional teams to streamline processes and enhance customer experience
• Train and support dealerships in using financing solutions and services
• Monitor dealership conditions and performance
• Develop and maintain risk assessment models to evaluate dealership creditworthiness
• Collaborate with internal teams to ensure compliance with company policies and regulatory requirements
• Monitor portfolio performance, including loan balances, dealer performance, and payment trends

• Develop and implement sales strategies to acquire and retain automotive dealer clients
• Build and maintain relationships with dealership owners and key decision-makers
• Identify portfolio growth opportunities by presenting financing solutions and promoting Westlake Floorplan Company offerings
• Conduct market research to remain competitive and align services with industry trends
• Oversee servicing of the automotive floorplan portfolio and ensure customer satisfaction
• Monitor account performance and proactively address client issues and concerns
• Collaborate with cross-functional teams to streamline processes and enhance customer experience
• Provide training and support to dealerships on financing solutions and services
• Monitor dealership conditions and performance
• Develop and maintain risk assessment models to evaluate dealership creditworthiness
• Collaborate with internal teams to ensure compliance with company policies and regulatory requirements
• Monitor portfolio performance, including loan balances, dealer performance, and payment trends

• Develop and implement sales strategies to acquire and retain automotive dealer clients
• Build and maintain relationships with dealership owners and key decision-makers
• Identify portfolio-growth opportunities by presenting financing solutions and promoting Westlake Floorplan Company offerings
• Conduct market research to remain competitive and align services with industry trends
• Oversee servicing of the automotive floorplan portfolio and ensure customer satisfaction
• Monitor account performance and proactively address client issues and concerns
• Collaborate with cross-functional teams to streamline processes and enhance customer experience
• Provide training and support to dealerships on financing solutions and services
• Monitor dealership conditions and performance
• Develop and maintain risk assessment models to evaluate dealership creditworthiness
• Collaborate with internal teams to ensure compliance with company policies and regulatory requirements
• Monitor portfolio performance, including loan balances, dealer performance, and payment trends

• Develop and implement sales strategies to acquire and retain dealer clients within the automotive sector
• Build and maintain relationships with dealership owners and key decision-makers to understand financing needs
• Identify portfolio growth opportunities by presenting financing solutions and promoting Westlake Floorplan Company offerings
• Conduct market research to remain competitive and align services with industry trends
• Oversee servicing of the automotive floorplan portfolio and ensure customer satisfaction
• Monitor account performance and proactively address client issues or concerns
• Collaborate with cross-functional teams to streamline processes and enhance customer experience
• Provide training and support to dealerships on financing solutions and services
• Monitor dealership conditions and performance
• Develop and maintain risk assessment models to evaluate dealership creditworthiness
• Collaborate with internal teams to ensure compliance with company policies and regulatory requirements
• Monitor portfolio performance, including loan balances, dealer performance, and payment trends
• Travel more than 75%, including some overnight travel

• Develop and implement sales strategies to acquire and retain dealer clients within the automotive sector
• Build and maintain relationships with dealership owners and key decision-makers to understand their financing needs
• Identify portfolio growth opportunities by presenting financing solutions and promoting Westlake Flooring Company’s offerings
• Conduct market research to remain competitive and align services with industry trends
• Oversee servicing of the automotive floorplan portfolio and ensure high customer satisfaction
• Monitor account performance and proactively address client issues or concerns
• Collaborate with cross-functional teams to streamline processes and enhance customer experience
• Provide training and support to dealerships on financing solutions and services
• Monitor dealership conditions and performance
• Develop and maintain risk assessment models to evaluate dealership creditworthiness
• Collaborate with internal teams to ensure compliance with company policies and regulatory requirements
• Monitor portfolio performance, including loan balances, dealer performance, and payment trends

• Lead the relationship between utility clients and retail programs
• Manage the cost, implementation, and performance of company retail programs
• Participate in negotiation of contracts and contract changes
• Coordinate business plans, work statements, specifications, operating budgets, and financial terms/conditions
• Align development processes with market trends, program goals, and client needs
• Develop new business or expand the product line with clients
• Analyze problem and opportunity areas and evaluate options
• Evaluate performance and recommend marketing actions
• Establish milestones and monitor program plans and schedules
• Identify program problems and obtain solutions, including resource allocation or contractual specification changes
• Determine profitability and viability of new products or program enhancements
• Develop strategies and tactics for effective program performance
• Work with company functional groups throughout the program life cycle
• Direct employees from technical, marketing, operations, analytics, and administrative areas
• Manage concurrent contracts generating $2m-$5m annual revenue without incentives
• Execute contracts for compliance and client satisfaction
• Direct and coordinate cross-functional field teams of typically 7-15 people
• Manage at least 2 direct reports
• Create technical content and intellectual property, as needed
• Build relationships with utilities, retailers, and manufacturers
• Assist in writing and presenting proposals
• Assist in developing field representative territories and retailer visit frequencies