Alterna Capital Solutions is a Paychex Company. Clients will find more than financial solutions with Alterna. We’re a financial partner with a genuine desire to help business owners achieve their dreams. When our clients succeed, we succeed—a core belief that drives everything we do. From the way we engage with one-to-one discovery to the solutions we carefully tailor and the openness of our communication, clients see the difference the moment they begin speaking with us. With a consultative approach, we get to know each client and their business before we make financing recommendations. Each client has their own goals and we design flexible, high-quality growth capital solutions tailored to meet those goals.
- Present services and solutions to potential new clients. This requires identifying potential services for client, follow up for potential and timing, participation in structuring funding and service package, negotiating and closing on appropriate sales.
- Maintain relationships with existing clients and make clients aware of additional new products. Follow up, negotiate and close sales on additional or new products for existing clients.
- Attend and lead sales efforts at trade shows.
- Facilitate a high level of ongoing customer service.
- Partner with other departments to ensure best possible implementation and service for internal and external clients.
- Partner with marketing to identify markets and maximize marketing efforts.
- Meets sales goals in numbers and dollar volume.
- Provides excellent customer service – both internal and external.
- Ability to complete basic analysis for potential clients and supports established procedures for customer approval and set up.
- Successful completion of credit approvals on accounts.
- Timely and accurate completion of tasks is maintained in organized, effective, and positive manner.
- All duties are implemented in a manner to support company policies and procedures and enhance teamwork.