Kapitus

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 I, Equipment Finance

• Manage the full sales cycle from prospecting to closing deals
• Identify and engage prospective clients to develop a robust pipeline
• Meet and exceed minimum volume goals within the first 90 to 120 days
• Work closely with senior-level Account Executives and underwriting teams
• 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 thoroughly qualify leads and sales opportunities.
• Handle inbound customer communication and organize/escalate issues appropriately: billing, legal, security, and technical inquiries.
• Collaborate with different members (Underwriting, Leadership, etc.) to build strategic financial plans for customers.
• Educate and effectively communicate to customers the value of Cash Advance.
• Develop trusted internal and customer relationships to create win-win sales relationships. Effectively manage a pipeline working within a defined sales process.

Account Executive – Renewal Sales

Sales Development Rep

• Oversee daily operations of the Philippines-based VSS CRM1 team, ensuring productivity and adherence to quality standards.
• Set clear goals, objectives, and expectations for the team.
• Coach, mentor, and motivate team members to foster a high-performing, collaborative environment.
• Conduct regular coaching sessions (individual and team) and provide opportunities for formal and informal development.
• Partner with Sales Trainers, senior leaders, and HR to refine training, growth, and succession plans.
• Monitor submissions to ensure accounts are sent to the appropriate lender with approved templates and language.
• Review declined submissions for eligibility for reconsideration.
• Ensure accounts eligible for marketplace waterfall are properly routed.
• Assign approvals according to partner requirements and preferred attribution.
• Oversee assigned calling lists to ensure follow-ups with accounts carrying active balances.
• Maintain limited CRM1 responsibilities to support business generation.
• Provide pipeline support to senior renewal team members through delegated calling lists.
• Monitor merchant communications to confirm submissions meet “qualified” criteria.
• Collaborate with senior managers and directors on strategic plans, reporting team performance and progress.
• Fill in for senior managers as needed, including supervision, scheduling, and target management.
• Monitor quality assurance and escalate issues or system problems promptly.
• Assist with hiring, performance reviews, and compensation decisions.
• Lead performance management and accountability initiatives to meet and exceed company goals.
• Create an environment that consistently delivers excellent customer service while aligning with company culture.

Assistant Manager, Sales Development – Renewal Sales

QA Engineer

• Lead, mentor, and develop a team of QA engineers, fostering a culture of quality, collaboration, and accountability.
• Define and implement overall QA strategy, including automation, regression, performance, and compliance testing.
• Collaborate with cross-functional leaders (Engineering, Product, Business) to align testing efforts with business priorities and release plans.
• Establish metrics and dashboards to measure software quality, team performance, and release readiness.
• Oversee the design and execution of test plans, ensuring comprehensive coverage across APIs, integrations, Salesforce, and customer-facing systems.
• Drive the adoption and expansion of automation frameworks and tools to increase test efficiency and scalability.
• Partner with development teams to establish best practices for testability, continuous integration, and deployment.
• Participate in roadmap and sprint planning, ensuring QA activities are well integrated into Agile delivery processes.
• Stay ahead of industry trends and emerging technologies, introducing improvements that elevate the organization’s quality practices.

Engineering Manager – Quality Assurance

Ecommerce

• Oversee three agile engineering teams, providing technical and professional guidance.
• Manage team performance, foster innovation, and drive continuous improvements.
• Collaborate with leadership and HR on career growth and succession plans.
• Lead hiring, performance management, compensation, and evaluation of team members.
• Set expectations for team members and 3rd party partners.
• Inspire and create a motivating environment through coaching and mentoring.
• Provide formal and informal developmental activities.
• Drive planning, execution, and delivery of major projects.
• Collaborate with Product, Architecture, and Operations for technical vision.
• Guide architectural decisions and maintain high standards across Java-based applications.
• Act as point of contact for business stakeholders, ensuring requirement alignment.
• Foster a culture of innovation and continuous learning.

Engineering Manager – Treasury and Digital Experience

Vice President

• Evaluate and optimize Kapitus’ current lead funnel and monetization practices
• Build a partner-facing digital concierge and lead routing engine to support dual monetization: direct funding and third-party lead sales
• Develop pricing and distribution logic to increase internal revenue while maximizing partner value
• Lead partner acquisition, onboarding, and submission flow management to create a dynamic network of external originators
• Integrate robust feedback loops to optimize lead quality, partner performance, and monetization logic
• Provide access to sales, tech, and marketing stakeholders for integration
• Assign internal resources to support onboarding, tracking, and routing logic
• Share existing data insights and historic lead performance
• Designate an executive sponsor to ensure organizational alignment.