Inside Account Manager
The Inside Account Manager at Confidential Client is an entry-level sales role focused on developing customer relationships through proactive outreach to lease and loan customers, re-engaging former clients, and identifying new sales opportunities. This position emphasizes disciplined CRM management, consistent outbound calling, and collaboration with Business Development Managers, providing a clear career path to outside sales roles within 2-3 years based on performance.
About Careertakes
👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Sales.
Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.
Overview
Confidential Client is hiring an Inside Account Manager based in Denver, CO. This is an entry-level inside sales role designed as a development path into outside Business Development Manager (BDM) roles. You will focus on proactive outbound outreach, CRM-driven pipeline management, qualifying opportunities, and closing smaller accounts within authorization thresholds. This position offers a full benefits package and a clear performance-based progression plan.
What You’ll Do
- Work a rolling 120-day maturity list to contact customers with maturing leases and loans and present rewrite/replacement options.
- Re-engage former customers in good standing who no longer have active paper with Confidential Client.
- Conduct systematic outreach to active small-fleet customers lacking recent BDM contact to surface real opportunities.
- Research and introduce Confidential Client to new prospect segments (small/regional truck dealers, specialty body/upfitter companies, niche markets).
- Qualify opportunities and hand off field-ready leads to regional BDMs for follow-up and closing.
- Independently close residual rewrites on smaller accounts within your authorization threshold.
- Log every interaction same-day in CRM with a next action noted — 100% compliance required.
What You Won’t Do
- Handle deal paperwork, funding coordination, or vendor management on behalf of BDMs.
- Cold-call accounts that are flagged as active BDM relationships.
- Unilaterally close deals above your authorization threshold.
Who You Are
- An internal employee, recent graduate, or candidate for a structured sales development program seeking a growth path into field sales.
- Comfortable with consistent outbound calling and converting dials into real conversations.
- Highly organized and disciplined — CRM logging and pipeline hygiene are non-negotiable.
- Competitive and collaborative — you measure success by opportunities surfaced for the team and personal wins.
- Interested in commercial lending, fleet, or equipment finance (experience is a plus but not required).
- Proficient with Microsoft Office, especially Excel; CRM experience preferred.
What Success Looks Like (Monthly)
- 150+ dials, 40+ live contacts
- 8–12 qualified opportunities identified and passed to BDMs or closed independently
- 20–30+ residual rewrites closed
- 10+ win-back contacts on lapsed accounts
- 5+ new prospect introductions logged and handed to BDM
Requirements & Work Environment
- Associate’s or bachelor’s degree.
- Strong MS Excel skills and proficiency with Microsoft applications.
- Comfortable with high-volume outbound calling and CRM systems.
- Valid Driver’s License and Motor Vehicle Record (MVR) in good standing.
- Ability to successfully complete a General Abilities Assessment and pass a post-offer background check, physical, and drug screening.
- Work environment: frequent sitting in an office setting; eye-hand coordination for keyboard and office equipment; ability to lift up to 30 lbs; normal range of hearing and vision.
Compensation & Benefits
- Base compensation: $60,000 + Commission (bonus eligible).
- Full benefits package for eligible employees, including:
- Medical, dental, and vision insurance
- Life (voluntary and employer-paid) and disability insurance
- 401(k) with company match beginning with your first contribution
- HSA and/or FSA, as applicable
- Paid time off, sick time, and company-paid holidays
- Employee car discount program
Job Details
- Employment type: Full-time (Salary)
- Compensation range: $60,000 + Commission
- Bonus eligibility: Yes
- Reports to: National Sales Manager
- Closing date: When filled
Equal Opportunity & Hiring Transparency
Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.
If you have questions about how your data is used, please contact us directly.
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