The Account Manager (RB Capital Solutions) is the front line for originations, facilitating outbound calling / marketing campaigns / contact with potential customers to identify-qualified opportunities for RB Capital Solutions follow-up. In this role, the Account Manager is responsible for creating interest in RB Capital Solutions services, identifying opportunities based on qualification criteria (e.g. nature of loan request, obtaining a general understanding of potential customers’ asset / debt stack), and setting qualified appointments. Key strengths for this role include delivering exceptional customer service, thriving in a “hunter“ cold call environment, ability to clearly articulate the RB Capital Solutions value proposition, recognizing triggers / asking associated probing questions, and upholding professionalism and brand integrity in every interaction.

This role will contribute to growing the RBCS origination pipeline via the following primary responsibilities:

• Sustaining a high daily call and other (e.g., email based marketing) outbound effort rhythm to different internal and external lead sources.
• Introduce, educate, and create interest in asset-based lending solutions to internal and external customers.
• Set introductory appointments with prospective clients and the RBCS team; ensuring a warm handoff is essential.

This role requires excellent communications skills, including articulation of a value proposition, asking the “right” questions, and driving preliminary interest for further customer dialogue and exploration of potential capital solutions options

The role offers a base compensation starting at $70,000 CAD annually plus incentive pay. The anticipated OTE would fall between $90,000 & $100,000 CAD. 

Please note we will only be accepting applications through January 15th 2026

• Bachelors degree in Business or related field required or equivalent experience.
• Financial Accreditations preferred.
• Minimum of 3 years in B2B or B2C sales experience. Including outbound calling and a history of executing multi-channel customer outreach strategies.
• Strong experience in lead generation & prospecting
• Excellent communication skills and interpersonal skills; able to clearly articulate value proposition and understand customer needs.
  • Demonstrated success in building rapport and trust with prospects in Cold-call setting
• Proficiency in CRM systems and tracking performance Metrics
• Ability to work hybrid; Days required in office Tuesday, Wednesday & Thursday

• Make a minimum of 40-50; outbound calls per day; depending on target market could be higher at times.
• Effectively manage multiple lead funnels, including call, mail and email.
• Adhere to a call structured cadence (first touch, follow-up, re-engagement) until appointment is set or declined.
• Quickly determine whether the prospect meets basic qualification criteria (is this a $5k opportunity or $5MM?).
• Ask targeted questions to identify needs, urgency and strike-zone alignment including company profile, fleet size or asset base, financial position and urgency.
• Secure introductory meetings by positioning the value of speaking with senior leaders.
• Highlight any indicators of distress, pressure or urgency the client may have.
• Confirm appointment and provide overview for RBCS management.
• Flag high-priority on time-sensitive leads to relevant team members.
• Track call volume, connection rate, appointments set, show rates and conversions.
• Provide summary updates to sales management and leadership.
• Follow-up with potential customers, as appropriate, with relevant information and materials.