Account Manager (AM)

Valid8 Financial, Inc.; Costa Mesa (CA); On-site; USD 82,000 - 95,000; Full time

Benefits offered by this job

Paid time off

Sick time

Holidays

Job summary

Valid8 Financial, Inc. is hiring an Account Manager in Costa Mesa, CA, for a full-time role with hours Monday through Friday, from 7 AM to 4 PM. The Account Manager will focus on identifying new business opportunities and educating clients on working capital solutions.

The candidate will need prior experience in sales, excellent communication skills, and proficiency in Salesforce and Microsoft Office. A competitive pay range of $20-$24 per hour plus commission is offered, with annual earnings potential between $82,000 to $95,000.

Qualifications

• 6+ months experience in selling or consulting on working capital products.
• Basic understanding of business loan products and pricing.
• Self-motivated individual showcasing a strong work ethic.

Responsibilities

• Sell and educate clients on business loan structure.
• Achieve monthly and quarterly quotas for applications and funding.
• Follow up on new leads to develop business relationships.

Skills

Sales skills

Excellent interpersonal skills

Multitasking

Verbal communication

Written communication

Tools

Salesforce

Microsoft Office

CRM systems

Job description

Full-time position: Monday-Friday, 7AM-4PM. On-site: Costa Mesa, CA.

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

Responsibilities

• 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 (KPIs) 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.
• 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 at least 6 months of experience in selling/consulting working capital product
• Basic 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 $82,000 to $95,000 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