Account Executive

Cardiff

27d • Remote

About The Position

The Account Executive owns the most important transition in the sales process, turning approved opportunities into funded deals. Their performance directly impacts revenue, growth, and the return on all the work completed before the approval stage. The Account Executive manages the critical transition from approval to funding, ensuring approved files successfully reach final execution. This role drives conversion through diligent closing processes, with performance anchored in Funding Percentage and Cardiff Internal Unit milestones. The initial 90-day period for an Account Executive centers on establishing the routine habits and domain expertise required to drive high-velocity conversion from approval to funding.

Requirements

• Minimum 5 years of direct closing experience
• Proven track record of consistent close rates and quota attainment
• Proficient in Salesforce or comparable CRM
• Highly organized and naturally proactive
• Thrive in fast-moving environments with evolving priorities
• Enjoy solving operational problems and improving systems
• Communicate clearly and follow through consistently
• Balance strategic thinking with a willingness to execute

Nice To Haves

• Experience in MCA, small business lending, or financial services preferred
• Familiarity with Mac, Google Workspace, Slack, Zoom

Responsibilities

• Contact approved applicants promptly and present the Cardiff offer with clarity and conviction
• Effectively communicate value, address objections, and close the funding
• Gather all required stipulations and manage every condition needed to reach funded status
• Maintain accurate pipeline activity and file disposition in Salesforce
• When a funded client falls into default, serve as the primary point of contact to communicate with the client and work toward restoring the account to good standing

Benefits

• Comprehensive medical, dental, and vision coverage
• Robust 401(k) retirement framework to ensure long-term financial security.
• Flexible Paid Time Off (PTO) and observed holidays to promote sustainable performance and balance.
• Remote-first flexibility complemented by strategic home office infrastructure support.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed