Strategic Working Capital Account Executive

Valid8 Financial, Inc.; Costa Mesa (CA); On-site; USD 57,308,000 - 68,770,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Health insurance

On-the-job training

Paid time off

Parental leave

Vision insurance

Job summary

Probably Funding is a leading provider of working capital solutions helping small and mid-sized businesses access fast funding. The Account Executive identifies new business opportunities by offering tailored working capital options and guides clients through the financing process.

The role requires at least two years in working capital sales, strong prospecting and relationship-building, and the ability to meet monthly and quarterly sales targets while using Salesforce and CRM tools.

Qualifications

• Minimum of two (2) years of experience selling working capital or alternative business financing solutions is required.
• Strong understanding of business financing products, funding structures, and the small business lending process.
• Ability to educate and advise prospective clients on funding programs, loan structures, pricing, and funding options.

Responsibilities

• Educate and advise prospective clients on working capital programs, loan structures, pricing, and funding options while delivering an exceptional customer experience.
• Consistently meet or exceed monthly, quarterly, and annual sales goals, including applications submitted and funded deals.
• Maintain a strong pipeline of qualified opportunities through proactive follow-up with inbound and outbound leads.
• Collaborate with team members and share industry knowledge to contribute to overall team success.
• Accurately manage client interactions and deal progress using Salesforce and other company systems.

Skills

Sales experience

Customer service

Multilingual abilities

MS Office

CRM familiarity

Outbound calling

Written & verbal communication

Organization

Tools

Salesforce

JustCall

Heymarket

ZoomInfo

Job description

Probably Funding is a leading provider of working capital solutions helping small and mid-sized businesses access fast funding. The Account Executive identifies new business opportunities by offering tailored working capital options and guides clients through the financing process.

The role requires at least two years in working capital sales, strong prospecting and relationship-building, and the ability to meet monthly and quarterly sales targets while using Salesforce and CRM tools.