Account Executive - Working Capital Solutions

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

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.