Commercial Account Manager (CAM) - CA

Sales Petaluma, California Remote, United States


The CAM develops and closes a pipeline of Commercial transactions utilizing both direct sales and channel partner relationships in the assigned vertical and regional markets, and ensures Ygrene’s quality standards via continuous oversight of contractor performance.

Commercial Account Manager Duties and Responsibilities:

Business Development:  40%

  • Sourcing, marketing and networking with affiliates in vertical markets.
  • Conducting follow up and generating new improvement projects
  • Establish productive, professional relationships with key personnel in designated channel accounts, and works to win and fund transactions.
  • Train affiliate and channel partners on Ygrene’s financing options, qualification criteria, and arms partners with the information and sales tools needed to compellingly present Ygrene financing to their customers.
  • Develop business cases with partners to demonstrate how our program generates additional profits and/or top line revenue for that partner.
  • Work directly with senior leadership, marketing and sales teams at each partner to earn the right to be each partner’s preferred financing option.
  • Proactively leads a joint partner planning process that develops mutual performance objectives, financial targets, and critical milestones associated with a productive partner relationship.

Origination: 30%

  • Sell through partner organizations to property owners in coordination with partner sales force.
  • Present and advocate Ygrene financing directly to property owners, which often involves defining the specific drivers of the purchase decision for a prospective client and ensuring that Ygrene’s financing is presented in a way that meets their objectives and needs.
  • Maintain accurate and timely information related to project and relationship level data in CRM (Salesforce) system.
  • Maintain a clean and professional appearance and demeanor as a representative of Ygrene at all times

Transaction Management: 20%

  • Work with property owners, channel partners and operations staff to manage the transaction through all stages of the transaction pipeline.
  • Coordinate the involvement of Ygrene personnel, including support, marketing, and management resources, in order to meet Ygrene’s performance objectives and partners’ expectations.
  • Interact and conduct follow-up with property owners on questions, concerns or outstanding issues regarding the financing transaction.
  • Other Duties as assigned.

Commercial Account Manager Skills and Experience:

  • Minimum of 2 years of experience working with Commercial Contractors, Brokers, and/or Property Managers a plus.
  • Minimum of 2 years of experience in business to business selling
  • Minimum of 2 years of experience in commercial real estate finance, equipment finance, and/or alternative financing strategies such as PACE, leasing and Power Purchase Agreements (PPA’s) a plus
  • Bachelor’s Degree preferred.
  • Bilingual Spanish - English highly preferred.
  • Self-starter; ability to take the initiative to identify the top partners active within the vertical markets in each category, establish contact, and build a strong working relationship.
  • Ability to train and support partner sales forces.
  • Proficient in SalesForce to manage sales reporting systems and deliver monthly and quarterly forecasts.  
  • Bi-lingual in Spanish a plus.
  • Strong verbal and written communication skills.
  • Intermediate level skills operating Microsoft Office, including Excel.
  • Ability to attend offsite meetings, trade shows and other marketing events.
  • Ability to analyze complex information and make decisions.
  • Ability to prioritize and manage competing demands.
  • Ability to work in a dynamic and rapid growth.