Account Executive (AE)

Valid8 Financial, Inc.; Costa Mesa (CA); On-site; USD 125,000 - 150,000; Full time

Benefits offered by this job

Paid time off

Sick time

Holidays

Job summary

Valid8 Financial, Inc. is looking for an Account Executive who will be responsible for identifying new business opportunities through working capital solutions and creating custom finance packages for clients. You will confidently educate clients about business loans, achieve quotas, and maintain strong relationships.

With a focus on sales performance, you can expect a pay range of $20-$24/hour plus commission, leading to an expected annual earnings of $125,000 to $150,000, with potential for growth in a modern environment.

Qualifications

• 2+ years of experience in selling working capital products.
• Strong understanding of business loan products and pricing.
• Excellent interpersonal and communication skills.

Responsibilities

• Sell and educate clients on business loan structure and pricing.
• Achieve quotas for applications and funding.
• Maintain relationships with prospects and customers.

Skills

Sales experience in working capital products

Interpersonal skills

Self-motivation

Communication skills

Microsoft Office proficiency

CRM knowledge (Salesforce preferred)

Tools

Salesforce

Microsoft Office

Job description

Overview

Summary: The Account Executive is responsible for identifying relevant new business opportunities through working capital solutions and creating custom finance packages that fit specific client needs. The Account Executive is responsible for educating and funding clients on working capital programs and generating revenue on a monthly, quarterly, and annual basis.

Responsibilities

• Confidently and successfully sell and educate clients on business loan structure, process, and pricing.
• Achieve monthly and quarterly quotas for applications, new business origination and funding, and overall gross margin production.
• Achieve daily, weekly, and monthly Key Performance Indicators (KPI’s) for submissions, funding units, and gross margin (GM).
• Follow up on new leads in a timely manner to develop professional business relationships with prospects and customers.
• Maintain a strong understanding of Probably’s lenders and the specific lending parameters for each.
• Assist in coaching teammates on product knowledge and sales skills in the business lending industry.
• Utilize and maintain data systems, Salesforce, RingCentral, HeyMarket, and ZoomInfo.
• Excel in a fast-paced environment with the ability to multitask and showcase accurate deal flow processes to achieve results.

Minimum Qualifications

• Must have 2+ years of experience in selling working capital product
• Strong understanding of business loan products and pricing
• Excellent interpersonal skills
• Highly self-motivated individual showcasing strong work ethic
• Comfortable in a fast-paced, results-oriented environment
• Strong verbal and written communication skills
• Proficient in Microsoft Office
• Working knowledge of CRM system preferred, specifically Salesforce

What We Offer

• Pay Range: $20-$24/ Hour Base Pay + Commission with expected annual on-target earnings (OTE) ranging from $125,000 to $150,000 with uncapped earning potential
• Clear success path within the company
• Modern work environment with state-of-the-art tools
• Paid time off, sick time, and holidays

Company Story

Probably Funding is an independent working capital lender dedicated to fueling small business growth across the nation. Probably Funding started in December 2019, as an extension of Regents Capital Corporation, our sister company, with a vision to help business owners obtain the funding they need to grow and nurture their company. Traditional banking has many regulations which makes it difficult for smaller businesses to get what they need, when they need it. Our team focuses on providing working capital and alternative lending solutions to companies that have annual revenues from $2 million to $200 million. Our goal is help business owners maximize their profit and use our funds to take their business to the next level.