Equipment Finance Division, Account Executive

Cardiff; United States; Remote; USD 59,000 - 73,000; Full time

Benefits offered by this job

Uncapped commission

Medical/Dental/Vision

401(k)

Flexible PTO

Job summary

Cardiff, Inc. is seeking an Equipment Account Executive to convert marketing qualified leads into funded deals, owning the full sales cycle from initial contact to funding.

You will work in a fast-paced environment and drive high-velocity conversions with the support of underwriting and operations partners. The role emphasizes ownership, proactive problem solving, and clear communication, with uncapped commission on top of base pay and healthcare benefits.

Qualifications

• Minimum 2 years of Equipment Finance experience.
• Experience in Equipment Financing, small business lending, or financial services preferred.
• Strong verbal and written communication skills.
• Proven track record of consistent close rates and quota attainment.
• Proficient in Salesforce or comparable CRM.

Responsibilities

• Contact marketing qualified applicants promptly and present multiple options for equipment financing.
• Effectively communicate value, address objections, and close the funding.
• Gather all required stipulations and manage every condition needed to reach funded status.
• Maintain accurate pipeline activity and file disposition in Salesforce.
• When a funded client falls into default, act as primary contact to restore the account.

Skills

Equipment Finance

Small Business Lending

Quota attainment

Verbal/Written Communication

CRM proficiency

Tools

Salesforce

Job description

About Cardiff

Cardiff lends to small businesses. Since 2004 we've funded more than $12.4 billion across the country, to businesses in logistics, healthcare, construction, professional services, and plenty in between. We're building our own underwriting technology, and we still answer the phone; our customers need capital fast, and they want a straight answer from a person who can actually help.

Why this role matters

The Equipment Account Executive owns the most important transition in the sales process, turning marketing qualified leads into funded deals. Their performance directly impacts revenue, growth, and the return on all the work completed before the approval stage.

The role

The Equipment Account Executive manages the critical transition from marketing qualified lead to funding, ensuring approved files successfully reach final execution.

This role drives conversion through diligent closing processes, ownership of the full sales cycle, and an understanding of vendor and lender requirements.

• Inbound, marketing-generated leads; no cold calling and no vendor calling
• Uncapped commission on top of base pay

What success looks like

The initial 90-day period centers on establishing the routine habits and domain expertise required to drive high-velocity conversion from marketing qualified lead to funding.

First 30 days — foundational knowledge:

• Master the end-to-end mechanics of Cardiff's funding lifecycle
• Attain technical proficiency in CRM workflows and operational reporting
• Develop collaborative relationships with underwriting and operations partners

Days 31–60 — pipeline execution:

• Transition to independent management of an active approval pipeline
• Execute clear, professional communications with all parties
• Identify and proactively mitigate common funding bottlenecks

Days 61–90 — performance impact:

• Deliver steady Cardiff Internal Unit contributions via successful deal closings
• Display advanced pipeline oversight and accurate revenue forecasting

Key responsibilities

• Contact marketing qualified applicants promptly and present multiple options for equipment financing
• Effectively communicate value, address objections, and close the funding
• Gather all required stipulations and manage every condition needed to reach funded status
• Maintain accurate pipeline activity and file disposition in Salesforce
• When a funded client falls into default, serve as the primary point of contact to communicate with the client and work toward restoring the account to good standing

Required qualifications

• Minimum 2 years of Equipment Finance experience
• Experience in Equipment Financing, small business lending, or financial services preferred
• Strong verbal and written communication skills
• Proven track record of consistent close rates and quota attainment
• Proficient in Salesforce or comparable CRM

Who you are

• You are highly organized and naturally proactive
• You thrive in fast-moving environments with evolving priorities
• You enjoy solving operational problems and improving systems
• You communicate clearly and follow through consistently
• You balance strategic thinking with a willingness to execute

This role may not be a fit if you

• Prefer highly structured corporate environments
• Need extensive direction or oversight
• Dislike fast-changing priorities
• Prefer maintaining systems over building and improving them

How we work

• High ownership and accountability
• Fast-moving, low-bureaucracy environment
• Collaborative and solutions-oriented culture
• AI-assisted workflows and continuous improvement encouraged
• Strong preference for people who improve systems, not just maintain them

Tools and environment

Our team works in the following tools; familiarity is a plus, not a requirement.

• Mac
• Google Workspace
• Slack
• Zoom

Compensation and benefits

• $66,000 annual base ($31.73 per hour, overtime eligible), plus commission
• Comprehensive medical, dental, and vision coverage
• 401(k)
• Flexible Paid Time Off (PTO) and observed holidays to promote sustainable performance and balance.

Cardiff, Inc. is an Equal Opportunity Employer. We are committed to creating a diverse and inclusive workplace and do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other characteristic protected by applicable law.