Kapitus

Account Executive

• Create and drive revenue within a specified region or list of accounts.
• Drive revenue and manage the full cycle sales process including prospecting, negotiating contracts, and closing renewals.
• Provide recommendations based on customer business needs and usage patterns.
• Handle inbound customer communication and organize/escalate issues.
• Collaborate with different teams (Underwriting, Leadership, etc.) to build financial plans for customers.
• Educate and communicate the value of Cash Advance to customers.
• Develop trusted internal and customer relationships.

Account Executive – Renewal Sales

Customer Retention Specialist

• Monitor, assess, and address the team’s customer approach and outreach through various sales tools, and in accordance with company policies and procedures
• Manage reporting system and financial information pipeline in salesforce with management team
• Review Dashboards and generate reports within salesforce and deliver findings to team members to align performance and accountability
• Act as a player/coach to maintain both individual and team sales unit and volume goals, including offsetting monthly department goals as required
• Contact, manage, and follow up with merchants’ requests, concerns, and needs in a timely fashion
• Act as escalation contact for team and merchants, as appropriate
• Maintain, grow, and build good rapport with key decision makers with client(s)
• Review, facilitate, and expedite renewal submissions and contract funding for individual and team sales
• Inspire and create a motivating environment through coaching, mentoring, and enablement
• Provide opportunities to participate in both formal and informal developmental activities
• Collaborate with team to build short- and long-term learning plans
• Encourage open, candid exchange of ideas, and respectful challenges to status quo
• Work with senior leaders and department head, to set expectations for all team members and hold employees accountable for results
• Define objectives, identify, and evaluate trends and options
• Promptly address performance issues, working with HR as appropriate
• Lead hiring, performance management, compensation, and evaluation of team members
• Collaborate with Kapitus leadership and HR to continually refine and modify career growth and succession plans to meet changing business needs
• Other tasks and duties, as required by management

Manager, Customer Retention Solutions

Product Manager

• Manage and execute on the vision and roadmap for decision automation services, balancing business growth, credit risk management, and customer experience.
• Collaborate across teams, sales, underwriting, data science, risk, and operations to align on shared objectives and service dependencies.
• Work closely with developers and data engineers to translate model outputs and variable sets into automated decision flows.
• Author detailed user stories and acceptance criteria for data-driven services and integrations, with clear logic for decisioning, scoring, and offer creation.
• Leverage data and experimentation to validate assumptions, optimize decision quality, and continuously improve automation outcomes.
• Partner with analytics and risk teams to ensure alignment on model integration, key variable retention, and governance across systems.
• Adapt priorities and scope to deliver the highest-value solutions while balancing speed, cost, and risk.
• Own the backlog and represent the voice of the business, ensuring clarity and alignment for development and analytics teams.

Product Owner

• Create and drive revenue within a specified region or list of accounts.
• Drive revenue and own the full cycle sales process.
• Provide recommendations based on a customer’s business needs.
• Serve as the voice of the customer and collect feedback.
• Collaborate and work with different members to build strategic financial plans for customers.
• Educate and effectively communicate the value of Cash Advance.

Account Executive, Renewal Sales

• 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.

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.

Account Executive – Renewal Sales

Manager, Customer Retention Solutions

Product Owner

Account Executive, Renewal Sales

Account Executive I, Equipment Finance

Account Executive II, Equipment Finance

Account Executive – Renewal Sales

Assistant Manager, Sales Development – Renewal Sales

Engineering Manager – Quality Assurance

Engineering Manager – Treasury and Digital Experience

SVP, Commercial Strategy