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.