Credit Suite, Business Credit Specialists

Account Executive

• Take qualified inbound opportunities and run a disciplined, consultative sales process.
• Uncover real business pain and drive urgency.
• Confidently ask for the sale and overcome objections without hesitation.
• Build instant credibility with small business owners.
• Manage your time independently in a remote environment.
• Use CRM and sales tools effectively to track performance and optimize close rates.

Sales Account Executive

Customer Support

• Serve as a trusted advisor to small business owners seeking business credit and financing solutions.
• Deliver a high-touch, consultative customer experience from initial call through funding.
• Use AI-powered tools to create and present personalized Funding Blueprints.
• Maintain working knowledge of lender requirements and program qualifications to provide accurate, tailored guidance.
• Act as a Team Lead by supporting, mentoring, and guiding advisors to deliver consistent, high-quality service.
• Help reinforce best practices, client communication standards, and process adherence.
• Build long-term relationships with clients by setting clear expectations and providing ongoing support.

Sales Account Executive

Customer Service – Team Lead