Kapitus

Data Analyst

• Understand sales processes and metrics required to evaluate individual performance, technology efficiency, and process gaps.
• Create, organize, and maintain reusable and robust reports in Salesforce, Tableau, Alteryx, and Excel that track various KPIs as well as business performance, efficiency, and productivity gaps.
• Conduct root cause analyses to understand impacts of different variables on KPIs and translate those insights into actionable information about impacts to the business.
• Create presentations, spreadsheets, reports, and other documents as needed.
• Provide assistance to the Sales department by independently developing insights and recommendations, translating complex data into actionable business decisions, and owning recurring reporting and dashboard deliverables.
• Tell compelling stories with data to drive the adoption of analytical insights.
• Ensure that deliverables are accurate, available, useful, and easy to use.
• Continuously learn new skills and reporting tools to ensure the highest quality reporting and insights.
• Other tasks and duties as required by management.

Sales Data Analyst

Account Executive

• Sales Execution: Manage the full sales cycle from prospecting to closing deals, with a focus on outbound calls and building relationships with potential vendors.
• Prospecting: Identify and engage prospective clients to develop a robust pipeline, utilizing search engines and online advertising technologies. This is a role entailing daily outbound calling and heavy prospecting.
• Goal Achievement: Meet and exceed minimum volume goals within the first 90 to 120 days through diligent outreach and networking. Collaboration: Work closely with senior-level Account Executives and underwriting teams to facilitate smooth transactions and client onboarding.
• Vendor Management: Onboard new vendors, ensuring they are comfortable with our systems and services.

Account Executive II, Equipment Finance

• Create and drive revenue within a specified region or list of accounts
• Drive revenue and own the full cycle sales process including prospecting, negotiating contracts, and closing renewal business with customers
• Provide recommendations based on a customer’s business needs and usage patterns
• Serve as the voice of the customer and collect feedback to qualify leads and sales opportunities
• Handle inbound customer communication and escalate issues appropriately
• Collaborate with different members (Underwriting, Leadership, etc.) to build strategic financial plans
• Educate customers about the value of Cash Advance
• Develop trusted relationships to create win-win sales scenarios
• Effectively manage a pipeline within a defined sales process
• Communicate the status of a deal to internal management with realistic timelines

Account Executive, Renewal Sales

Full-stack Engineer

• Participate in technical design sessions to identify/document technical solutions.
• Develop microservices with AWS serverless architecture.
• Function as a trusted advisor with a consultative mindset in interactions with stakeholders.
• Help build and maintain a best-in-class team culture through partnership, open dialogue, and transparent feedback.
• Drive continual improvement to the efficiency and flexibility of the systems while keeping a high bar for customer trust, performance, and availability.
• Provide technical direction to junior engineers on the team.
• Support legacy code as needed while building out the future state systems and solutions.

Software Engineer II

• Sales Execution: Manage the full sales cycle from prospecting to closing deals, with a focus on outbound calls and building relationships with potential vendors.
• Prospecting: Identify and engage prospective clients to develop a robust pipeline, utilizing search engines and online advertising technologies. This is a role entailing daily outbound calling and heavy prospecting.
• Goal Achievement: Meet and exceed minimum volume goals within the first 90 to 120 days through diligent outreach and networking.
• Collaboration: Work closely with senior-level Account Executives and underwriting teams to facilitate smooth transactions and client onboarding.
• Vendor Management: Onboard new vendors, ensuring they are comfortable with our systems and services.

Sales Data Analyst

Account Executive II, Equipment Finance

Account Executive, Renewal Sales

Software Engineer II

Account Executive I, Equipment Finance