Note: The job is a remote job and is open to candidates in USA. Cardiff is a company that helps small businesses access fast and flexible funding. The Account Executive plays a crucial role in managing the transition from approval to funding, ensuring that approved files reach final execution and driving conversion through effective closing processes.
Responsibilities
- Contact approved applicants promptly and present the Cardiff offer with clarity and conviction
- 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
Skills
- Minimum 5 years of direct closing experience
- Strong verbal and written communication skills
- Proven track record of consistent close rates and quota attainment
- Proficient in Salesforce or comparable CRM
- Experience in MCA, small business lending, or financial services preferred
- Familiarity with Mac, Google Workspace, Slack, Zoom
Benefits
- Comprehensive medical, dental, and vision coverage
- Robust 401(k) retirement framework to ensure long-term financial security.
- Flexible Paid Time Off (PTO) and observed holidays to promote sustainable performance and balance.
- Remote-first flexibility complemented by strategic home office infrastructure support.
Company Overview