Junior Factoring Portfolio Manager (Account Executive)

Primary Funding Corporation; Carlsbad (CA); On-site; USD 60,000 - 65,000; Full time

Benefits offered by this job

100% paid employee healthcare (medical

dental, vision)

Vacation fund for paid time off

Job summary

Primary Funding Corporation is seeking a Junior Account Executive to support a growing factoring portfolio. The role emphasizes accuracy, initiative, and professional handling of client relationships on a day-to-day basis.

You will manage invoices, assist with funding recommendations, and help maintain efficient processes while working on-site in a collaborative team environment.

Qualifications

• Must be able to work autonomously, take initiative, and manage projects.
• Proficiency in Microsoft Office products (Excel, Word) and ability to learn industry software.
• Strong analytical and problem-solving skills are required.
• Excellent interpersonal and communication skills, both written and verbal.
• Basic understanding of accounts receivable/payable processes.

Responsibilities

• Act as Account Executive on client portfolios and validate invoices.
• Recommend funding and manage collections as part of portfolio oversight.
• Provide daily support to VP of Operations.
• Support and onboard new prospects and nurture existing client relationships.
• Handle challenging client issues professionally and maintain confidentiality.

Skills

Microsoft Office

Excel

Word

Analytical thinking

Problem-solving

Interpersonal skills

Attention to detail

Job description

Primary Funding is looking for a Junior Account Executive to join our team. This role is ideal for someone who is detail oriented, motivated, and works well under pressure.

About Us

Primary Funding Corporation (PFC) is based in San Diego and provides alternative lending solutions to businesses across a variety of industries. Our core product is factoring, and we support companies from early-stage startups to those generating $25M+ in annual revenue. We take pride in building long-standing client relationships through exceptional service, transparent pricing, flexible terms, and efficient approvals.

Our Culture

At PFC, who you are matters just as much as what you can do. We are a close-knit, team-oriented organization that values integrity, accountability, and continuous improvement. We’re looking for someone who wants to contribute to a collaborative environment and grow alongside the company.

Our Core Values:

• Be truthful and only make promises that you can keep
• Find ways to improve yourself and the company
• Be respectful - treat others the way you want to be treated
• Embrace change for the sake of progress

Role Overview

Seeking an Account Executive to help support a growing factoring (invoice financing) portfolio by managing risk and proactively looking for ways to increase efficiencies.

Performance Factors

• High level of confidentiality. Must be Trustworthy and discreet.
• Attendance and Dependability: Employee can be depended upon to complete work in a timely, accurate, and thorough manner and is conscientious about meeting deadlines.
• Communication and Contact: The employee communicates effectively both verbally and in writing with managers, colleagues, and individuals inside and outside the Company.
• Relationships with Others: The employee works effectively and relates well with others. The employee exhibits a professional manner in dealing with others and works to maintain constructive working relationships. Must have the ability to handle difficult client issues in a professional manner.

Qualifications

• Must be able to work autonomously, take initiative, and manage projects.
• Must have computer skills, be proficient in Microsoft Office, Excel, Word, and have the ability to learn industry specific software.
• Strong analytical and problem-solving skills.
• Strong interpersonal skills. Ability to be diplomatic and objective.
• Basic understanding of Accounts Receivable and Accounts Payable.
• Must have flexibility and willingness to learn.

Basic Job Functions

Act in the capacity of an Account Executive on various client portfolios to include but not limited to the following:

• Manage your own portfolio of factoring clients, inclusive of: validating invoices, recommending funding, handling collections, posting payments.
• Provide daily support to the VP of Operations.
• Support sales team through the onboarding of new prospects.
• Support and nurture established client relationships.
• Ability to handle challenging client issues in a professional manner.

Compensation Package

• Full Time: Monday – Friday (8:00am-4:30pm, onsite)
• Salary Range – ($60,000.00-65,000.00 annually)
• Competitive Benefit Program: 100% paid employee healthcare (medical, dental, vision), vacation time and company matching retirement account.
• Vacation fund – each employee receives funds that must be used toward vacation time. This is part of our culture. Work, Life Balance is important.