Inside Sales Account Manager (Fintech)

TL;DR

Inside Sales Account Manager (Fintech): Managing and growing a portfolio of HVAC contractor and dealer partner accounts with an accent on partner activation and financing volume growth. Focus on driving NTPs, identifying barriers to adoption, and conducting virtual training for SMB partners.

Location: Based in Charlotte, NC

Company

A leading clean tech company accelerating the transition to a clean energy future through a scalable technology platform for home electrification.

What you will do

• Manage a portfolio of HVAC contractor and dealer partner accounts across various geographic markets.
• Build relationships with business owners and decision-makers through outbound calls, emails, and virtual meetings.
• Drive partner engagement, activation, and growth in financing volume and NTP (New to Program) counts.
• Develop strategies to increase comfort plan penetration and identify upsell/cross-sell opportunities.
• Maintain accurate forecasting and pipeline management within Salesforce.
• Conduct virtual partner training on financing products and promotional programs.

Requirements

• 3+ years of experience in inside sales, account management, customer success, or business development.
• Proven experience managing a book of business or customer portfolio.
• Strong consultative selling and relationship-building skills.
• Proficiency using Salesforce or a comparable CRM platform.
• Must be based in Charlotte, NC.

Nice to have

• Experience in HVAC, home services, or related trades contractor channels.
• Familiarity with subscription-based home services or recurring revenue models.
• Experience working within dealer or contractor certification programs.
• Experience selling financing, fintech, or embedded financial products to SMBs.

Culture & Benefits

• Unlimited PTO.
• Comprehensive medical, dental, and vision coverage.
• Paid parental leave and retirement plans.
• Promote-from-within culture prioritizing talent development and career growth.
• Collaborative environment focused on people, planet, and profit.