Account Manager

CEO @ Westwood Funding | Driving Growth Through Innovative Strategies

Company Description

Westwood Funding Solutions (WFS) is a revenue-based finance company dedicated to supporting small to medium-sized businesses by providing essential working capital. Since its establishment in 2017, WFS has provided over $1 billion in commercial finance, empowering its portfolio of more than 15,000 clients. Headquartered in Hollywood, FL, the company also operates offices in both Hollywood, FL and Syosset, NY, continuing to grow and serve businesses across industries.

Role Description

This is a full-time on-site role for an Account Manager based in Fort Lauderdale, FL. The Account Manager will focus on building and maintaining strong client relationships, managing accounts efficiently, and providing excellent service to ensure client satisfaction. Daily responsibilities include communicating with clients to understand their financial needs, providing tailored funding solutions, and working closely with internal teams to resolve any client issues.

The role also involves staying updated on company offerings and market developments to effectively address client needs.

Qualifications

• Strong interpersonal and communication skills, with the ability to build lasting relationships with clients
• Customer service or account management experience, showcasing problem-solving and decision-making abilities
• Familiarity with finance, lending, or business funding processes
• Organizational skills to effectively manage multiple client accounts and priorities
• Proficiency in relevant software tools and CRM systems
• Team collaboration skills alongside an ability to work independently
• Bachelor’s degree in Business, Finance, or a related field is a plus