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.

Customer Service – Team Lead

Business Development Rep

• Identify, recruit, and activate influencers, affiliates, and partners aligned with small business, credit, or finance audiences
• Leverage existing relationships to deliver fast wins—and build new partnerships through targeted, strategic outreach
• Own the full lifecycle: outreach → relationship-building → onboarding → performance tracking
• Lead or join podcast conversations, virtual events, and co-branded campaigns that deepen engagement
• Partner with internal teams (marketing, sales, partnerships) to align messaging and optimize promotion
• Launch innovative affiliate campaigns that drive qualified leads and high conversion rates

Business Development Specialist

Executive Assistant

• Reaching out to all new leads using a provided script and scheduling appointments for assigned Account Executives
• Bi-weekly check-ins with partners to identify needs, provide support, or escalate conversations to the Account Executive
• Following up with clients who have scheduled appointments to send reminders and ensure attendance
• Supporting special projects and ad-hoc assignments as requested
• Assisting with additional duties as needed to support the Sales Team’s success

Virtual Assistant – Contractor

Sales

• Reach out to all new leads using provided script and schedule appointments for the assigned Account Executive
• Check in and follow up with all partners on a biweekly basis to determine if they need any assistance or need to speak with their designated Account Executive
• Follow up with all clients that have scheduled appointments to provide a reminder of their appointment
• Complete special projects or assignments as requested
• Other duties & responsibilities delegated as needed

Sales Account Executive

Customer Service – Team Lead

Business Development Specialist

Virtual Assistant – Contractor

Sales Assistant – Contractor