Account Executive - Direct Lending Division

Blue Bridge Financial, Inc.; Reston (VA); On-site; USD 100,000 - 115,000; Full time

Job summary

Blue Bridge Financial, Inc. is seeking an Account Executive in Reston, VA to drive new business in our Direct Lending Division. You will originate opportunities, build relationships with business owners, and guide clients through the financing process.

You will manage a high-volume pipeline, collaborate with Credit, Underwriting, and Funding teams, and strive to exceed monthly and quarterly sales targets while delivering a seamless client experience.

Qualifications

• Strong communication and negotiation skills.
• Ability to manage a high-volume pipeline with accuracy.
• Experience with equipment finance or commercial lending is preferred.

Responsibilities

• Generate new business opportunities through prospecting and outreach.
• Develop and maintain a pipeline of qualified prospects.
• Conduct high-volume outbound calls to identify financing needs.
• Educate customers on equipment financing products and requirements.
• Manage the sales process from initial contact to funding.
• Build relationships with business owners and decision-makers.
• Maintain records in Salesforce and update deal status.
• Collaborate with Credit, Underwriting, and Funding teams for timely transactions.
• Provide regular pipeline updates to sales leadership.
• Achieve monthly, quarterly, and annual sales and origination goals.
• Stay informed on industry trends and market opportunities.

Skills

Outbound sales

CRM experience

Communication skills

Relationship building

Negotiation

Time management

Sales pipeline management

Education

Bachelor's degree (preferred)

Tools

Salesforce

Job description

We are seeking a motivated and results-oriented Account Executive to join our growing Direct Lending Division in Reston, VA. In this role, you will be responsible for originating new business opportunities, developing relationships with prospective and existing customers, and guiding clients through the equipment financing process. The ideal candidate is a driven sales professional who thrives in a fast-paced environment and is passionate about helping businesses secure financing solutions that support their growth.

Duties & Responsibilities:

• Generate new business opportunities through proactive prospecting, outbound outreach, and relationship-building activities.
• Develop and maintain a consistent pipeline of qualified prospects through provided leads, self-generated opportunities, referrals, and existing customer relationships.
• Conduct a high volume of outbound calls and follow-up activities to identify customer financing needs and create sales opportunities.
• Educate prospective customers on equipment financing products, lending solutions, and qualification requirements.
• Manage the sales process from initial contact through application, approval, and funding.
• Build and nurture long-term relationships with business owners and decision-makers to drive repeat business and referrals.
• Maintain accurate records of customer interactions, pipeline activity, and opportunity progression within Salesforce.
• Collaborate closely with Credit, Underwriting, and Funding teams to ensure a seamless customer experience and timely transaction completion.
• Provide regular pipeline and deal status updates to sales leadership.
• Consistently achieve or exceed monthly, quarterly, and annual sales and origination goals.
• Stay informed on industry trends, market opportunities, and competitive financing solutions.

Qualifications, Skills & Experience:

• Highly motivated, competitive, and goal-oriented sales professional with a strong desire to succeed.
• Excellent communication, relationship-building, negotiation, and consultative selling skills.
• Ability to effectively manage a high-volume sales pipeline while maintaining attention to detail.
• Strong organizational and time-management skills.
• Experience using CRM platforms, preferably Salesforce.
• Prior experience in Equipment Finance, Commercial Lending, Leasing, Working Capital, or Business-to-Business Sales is preferred.
• Demonstrated ability to meet or exceed performance and sales goals.li>
• Bachelor's degree preferred but not required based on relevant experience.

Compensation:

• Competitive base salary, plus commission, with the opportunity to earn $100-$115k annually.
• Comprehensive benefits package including health, dental, vision, retirement savings plan, paid time off, and professional development opportunities.

This job description is subject to change and may be amended based on management need and business demands.