Account Manager

Next Street Financial
Buffalo, NY
Job Type
Deadline for Applications
Where to Apply

Position Summary:
Next Street is seeking a dynamic and entrepreneurial individual to serve as an Account Manager of the Beverly Gray Business Exchange Center to be operated by Next Street.
The Account Manager will be responsible for performing their day-to day duties while pacing towards The Exchange’s goals, and will report to the Executive Director of the Beverly Gray Business Exchange Center.

Specific Duties:
>       Deliver The Exchange’s suite of services to small businesses and entrepreneurs of various stages, sectors, and needs
>       Ensure that all customers receive best-in-class level of service , and that assigned service delivery goals are regularly exceeded
>       Employ a relationship driven approach and maintain long-term relationships with high potential business clients
>       Help clients access capital; facilitate connections to traditional and alternative lenders
>       Review client financial documents ; guide client through loan origination process
>       Coordinate business planning, legal, and accounting services; manage appointments, coordinate with service providers, develop partnerships
>       Assist clients with City, County, and State M/WBE certification processes; develop subject matter expertise
>       Drive customer acquisition, partnership development, and marketing efforts; track and analyze activities in CRM
>       Collaborate across Next Street offices to ensure our client’s strategic, financial, and organizational needs are met and learnings are shared
>       Respond to all customer inquiries in a timely and appropriate manner, in accordance with quality assurance best practices
>       Perform data entry within 48 hours of delivering a service; maintain high data integrity standards
>       Provide feedback to team members, Firm management and City of Buffalo on an ongoing basis in order to improve the system’s ability to achieve outcomes and provide high-quality services
>       Attend morning, evening, and weekend events, as necessary, in the interest of strengthening partnerships and business development efforts

Preferred Skills:
>       Bachelor’s degree required; advanced degree preferred
>       2-3 years of experience working with entrepreneurs and small business owners; experience with  banking, finance or lending a plus
>       A strong belief in the potential of small businesses and the value of understanding their needs and helping them succeed
>       Possess a client centric view and excellent customer service skills
>       Familiarity with Buffalo’s economic and community development landscapes
>       Experience with planning and executing business development strategies; direct sales experience preferred
>       Proven analytical, written, and oral communication abilities
>       Ability to review loan applications and documentation for clients; experience developing and analyzing business financials a plus
>       Solid work ethic and high level of professional integrity
>       Experience using a CRM platform in order to track and manage services and outcomes.
>       Ability to manage towards goals in order to ensure the successful achievement of those goals by specific deadlines.
>       Ability to work effectively under pressure in both a team and individual setting.
>       Flexible, adaptable, customer-focused, and goal-oriented with a commitment to high standards of excellence.
>       A strong analytical and critical thinking skill set; ability to derive insight from ambiguity
>       The ability to think innovatively and generate new ideas that can translate directly into results.
>       A willingness to challenge and be challenged, regardless of seniority

Salary and Benefits:
Salary will be commensurate with experience. This is a full-time, salaried position.

Next Street is an equal opportunity employer and considers qualified applicants for employment without regard to race, color, creed, religion, national origin, sex, sexual orientation, gender identity and expression, age, disability, or Vietnam era, or other eligible veteran status, or any other protected factor.

Please submit your application online at