
Account Executive – Direct Sales
Forward Financing
full-time
Posted on:
Location Type: Remote
Location: United States
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Salary
💰 $55,000 - $65,000 per year
Job Level
Tech Stack
About the role
- Proactively prospect leads to independently generate and manage a pipeline of funding approvals.
- Via email, text and phone, effectively communicate the benefits of our small business funding, tailoring the conversation to address each customer's unique needs and challenges.
- Develop and maintain strong relationships with customers to ensure satisfaction and product knowledge, acting as a trusted advisor.
- Negotiate and finalize funding agreements, ensuring all terms and conditions are met.
- Demonstrate a solid understanding of the small business financial environment.
- Stay up-to-date on funding product knowledge, market trends, and competitive offerings within the small business financing industry.
Requirements
- 1+ years experience in a Direct Sales Representative or in a similar sales role, with a focus on prospecting and closing sales.
- Demonstrated track record of achieving sales targets.
- Strong understanding of small business operations, challenges, and financial needs.
- Familiarity with the small business financing industry and competitive landscape.
- Excellent interpersonal and communication skills, both written and verbal.
- Strong negotiation and persuasion abilities.
- Able to juggle multiple conversations, stay organized, and follow process.
- Comfortable using tools like Dialpad / SMS Magic, Salesforce, Tableau.
Benefits
- medical
- dental
- vision
- commuter benefits
- flexible time-off policy
- paid parental leave
- 401k match for US employees
- wellness reimbursement
- volunteering days
- annual professional development budget
- charitable donation match
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
salesprospectingclosing salesnegotiationpersuasion
Soft Skills
interpersonal skillscommunication skillsorganizational skills