National Accounts Coordinator

About our company: Idealease is a North American full-service transportation solutions provider, specializing in leasing, rental, and maintenance of commercial vehicles, particularly for the trucking and logistics industries. They offer a wide range of services, including full-service leasing, dedicated fleet management, vehicle rental, and preventative maintenance programs. Here are a few reasons why Idealease is considered a great company to work for:

• Stability and Reputation: The company has a solid reputation in the transportation industry and has built long-standing relationships with clients. This stability can provide job security and confidence for employees.

• Focus on Innovation: Idealease is committed to investing in the latest technologies and solutions in the transportation and fleet management sectors. Employees are encouraged to be part of this innovation and contribute to the company's success.

• Employee Benefits: The company offers competitive compensation packages and comprehensive benefits, including health insurance, retirement plans, and other perks that ensure employee well-being that begins 30 days after the first day of full-time employment.

• Commitment to Safety: Idealease prioritizes safety, both in terms of its fleet management practices and its workplace policies. This focus ensures that employees feel secure and supported in their roles.

• Community Involvement: Idealease is involved in giving back to the community through various charitable initiatives, making it an attractive employer for those who value corporate social responsibility.

These factors combine to create a rewarding environment for employees, making Idealease a great company to work for in the transportation sector.

Responsible for contract administration and financing of the National Account portfolio. Responsibilities may include but not limited to:

1. Contract Management

• Create and manage master agreements, addendums and assignments.
• Work with the National Account sales team and sales engineering to create Schedule As for all new orders using SalesForce and Docusign.
• Complete and distribute final Schedule As upon delivery of equipment.
• Facilitate transfer Schedule As.

2. Financing

• Work with affiliates, sales engineers and AVPs to prepare final rate sheets ensuring all costs are reconciled and included.
• Submit finance requests to preferred lending source.
• Import data into National Account system and create invoices for funding.

3. Customer Service:

• Provide support for day-to-day account inquiries and service requests.
• Coordinate with internal departments (e.g., accounting, sales, engineering) to ensure affiliate needs are met.
• Manage and resolve issues, ensuring minimal disruption to operations.

4. Reporting and Analysis:

• Prepare and deliver regular reports on sales performance and other key metrics.

5. Documentation and Compliance:

• Ensure all account documentation is accurate, complete, and up-to-date.
• Maintain comprehensive records of client interactions, agreements, and transactions.
• Pull documentation for audits as required.

6. Problem-Solving and Issue Resolution:

• Proactively identify potential issues and work to resolve them before they escalate.
• Collaborate with clients and internal teams to develop and implement solutions to complex problems.

Preferred Skills

For a National Accounts Specialist at a truck leasing company, a combination of industry-specific knowledge, interpersonal skills, and strategic abilities is essential. Here are some preferred skills and qualifications:

1. Industry Knowledge:

• Familiarity with leasing agreements, fleet management, and industry regulations specific to truck leasing.
• Knowledge of industry trends, competitive landscape, and emerging technologies in logistics and transportation.

2. Communication Skills:

• Strong skills in clearly articulating ideas, presenting information, and writing reports or proposals.
• Ability to listen attentively to client needs and concerns and respond appropriately.

3. Problem-Solving Skills:

• Capability to analyze complex data, identify issues, and develop effective solutions.
• Aptitude for thinking outside the box to address challenges and find innovative solutions.

4. Organizational Skills:

• Efficiently manage multiple accounts and tasks, prioritizing effectively to meet deadlines and client expectations.
• Attention to detail in managing contracts, documentation, and service delivery.

5. Customer Service Skills:

• Commitment to providing exceptional service and support, addressing client and affiliate needs and resolving issues promptly.
• Understanding and addressing client and affiliate concerns with a high degree of empathy and professionalism.

6. Technical Skills:

• Familiarity with CRM systems, fleet management software, and other relevant tools.
• Basic accounting knowledge.

7. Team Collaboration:

• Ability to work effectively with internal teams (e.g., sales, operations, finance) to ensure cohesive service delivery and problem resolution.

8. Educational Background and Experience:

• Typically, a bachelors degree in accounting, business, finance, logistics, or a related field. Several years of experience in account management, sales, or a related role within the truck leasing or transportation industry