Account Executive

Socket.dev; Costa Mesa (CA); On-site; USD 125,000 - 150,000; Full time

Benefits offered by this job

Health insurance

Paid time off

401(k)

Dental insurance

Vision insurance

Job summary

Probably Funding is seeking an Account Executive in Costa Mesa, CA, to source and close working capital solutions for small and mid-sized businesses. The role emphasizes educating clients on funding programs, structuring deals, and driving revenue growth with a strong sales focus.

The position requires at least two years of working capital sales experience, a client-first approach, and the ability to manage a robust sales pipeline in a fast-paced environment.

Qualifications

• Minimum two years selling working capital solutions or similar financing.
• Strong understanding of business financing products and lending structures.
• Ability to build rapport with business owners and decision-makers.
• Proficient in CRM usage and sales activity tracking.

Responsibilities

• Identify and develop new business opportunities with tailored capital solutions.
• Educate clients on funding programs, pricing, and options.
• Meet or exceed monthly, quarterly, and annual sales goals.
• Maintain a robust pipeline and follow up with leads.
• Manage deals and client interactions using Salesforce and related tools.
• Collaborate with team to share best practices and strategies.

Skills

Sales experience

Working capital

CRM experience

Multilingual

English proficiency

Tools

Salesforce

RingCentral

ZoomInfo

Heymarket

Microsoft Office

Job description

Job Overview

The Account Executive is responsible for identifying and developing new business opportunities by providing tailored working capital solutions to meet each client's unique financing needs. Aminimum of two (2) years of experience in working capital sales is required, as this is a critical component of the role. The Account Executive will educate prospective clients on available funding programs, guide them through the financing process, and drive revenue growth by consistently achieving monthly, quarterly, and annual sales objectives.

Essential Duties and Responsibilities

• Minimum of two (2) years of experience selling or advising on working capital solutions is required. Candidates must demonstrate a strong understanding of business financing products, funding structures, and the small business lending process.
• Educate and advise prospective clients on working capital programs, loan structures, pricing, and funding options while delivering an exceptional customer experience.
• Consistently meet or exceed monthly, quarterly, and annual sales goals, including applications submitted, funded deals, revenue generation, and gross margin objectives.
• Achieve daily, weekly, and monthly key performance indicators (KPIs) related to lead activity, deal submissions, funding volume, and production metrics.
• Proactively follow up with inbound and outbound leads, building strong relationships and maintaining a robust pipeline of qualified opportunities.
• Evaluate client financing needs and structure customized funding solutions that align with business goals and lender qualifications.
• Develop and maintain comprehensive knowledge of lending partners, underwriting requirements, and product offerings to effectively match clients with appropriate funding options.
• Collaborate with team members by sharing industry knowledge, best practices, and sales strategies that contribute to overall team success.
• Accurately manage client interactions, pipeline activity, and deal progress using Salesforce, RingCentral, Heymarket, ZoomInfo, and other company systems.
• Thrive in a fast-paced, high-volume sales environment while effectively managing multiple opportunities and maintaining attention to detail throughout the funding process.
• Maintain compliance with company policies, lending guidelines, and documentation requirements while ensuring a seamless funding experience for clients.

Requirements

• Proven experience in sales, customer service, or call center roles with strong phone communication skills
• Multilingual abilities are highly desirable to serve diverse client needs effectively
• Proficiency in Microsoft Office applications such as Word, Excel, and Outlook for data entry and documentation
• Exceptional organizational skills with the ability to manage multiple accounts simultaneously
• Strong written and verbal communication skills in English; bilingual capabilities are a plus
• Demonstrated problem-solving skills to address customer concerns efficiently
• Technical proficiency with computer systems, typing speed, and familiarity with customer relationship management (CRM) tools is preferred
• Prior experience in outbound calling, cash handling, or client services will be advantageous

Minimum Qualifications

• Minimum of two (2) years of experience selling working capital or alternative business financing solutions is required.
• Demonstrated knowledge of working capital products, business lending structures, underwriting considerations, and pricing strategies.
• Proven ability to build rapport, establish trust, and effectively communicate with business owners and decision-makers.
• Highly motivated, goal-oriented sales professional with a strong work ethic and a track record of achieving performance targets.
• Ability to thrive in a fast-paced, competitive, and results-driven environment while managing multiple opportunities simultaneously.
• Excellent verbal, written, and interpersonal communication skills with a consultative sales approach.
• Strong analytical and problem-solving skills with the ability to identify client needs and recommend appropriate financing solutions.
• Proficiency in Microsoft Office Suite, including Outlook, Word, Excel, and Teams.
• Experience utilizing customer relationship management (CRM) platforms to manage pipelines, track activity, and maintain accurate records; Salesforce experience is preferred.
• Strong organizational skills with exceptional attention to detail and the ability to follow processes in a high-volume sales environment.

What We Offer

• Pay Range: $20 - $24/hour base pay + commission with expected annual on-target earnings (OTE) ranging from $125,000 - $150,000 with uncapped earning potential
• Clear success path within the company
• Modern work environment with state-of-the-art tools
• Health insurance (medical, vision, dental)
• Paid time off, sick time, and holidays

About Probably Funding

Probably Funding is a leading provider of working capital solutions dedicated to helping small and mid-sized businesses access the financing they need to grow, innovate, and succeed. Founded in 2019 as a sister company to Regents Capital Corporation, we were built on a simple mission: to provide business owners with fast, flexible funding options that traditional lenders often cannot offer.

We understand that securing capital through conventional banking channels can be challenging, especially for growing businesses that need timely access to funds. That's why our team specializes in delivering customized working capital and alternative financing solutions designed to support a wide range of business objectives, from managing cash flow and purchasing inventory to expanding operations and pursuing new opportunities.

At Probably Funding, we partner with companies generating between $2 million and $200 million in annual revenue, helping them navigate their financing options with confidence. Our consultative approach, industry expertise, and commitment to exceptional service empower business owners to maximize growth and take their companies to the next level.

Why Join Us?

At Probably Funding, you'll join a dynamic, results-driven team that is passionate about helping businesses succeed. We offer a collaborative environment, ongoing professional development opportunities, and the ability to make a direct impact on our clients' growth while advancing your own career in the financial services industry.

Pay: $20.00 - $24.00 per hour

Expected hours: 40.0 per week

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• On-the-job training
• Paid time off
• Parental leave
• Vision insurance

Experience:

• Working Capital: 2 years (Required)

Ability to Commute:

• Costa Mesa, CA 92626 (Required)

Work Location: In person