Account Executive 2

Lendio • Holtsville, NY

1d

About The Position

Lendio is hiring an Account Executive to connect American small business owners with banks, credit unions, and other lending sources. The role supports merchants in finding financing solutions and managing the loan process from initial customer contact through closing. It is suited to a talented salesperson who works hard and thrives in a fast-paced, goal-oriented sales environment.

Account Executives make frequent outbound calls, assess borrowers’ needs and financial information, explain and compare funding options, and negotiate deal terms. The role also involves supporting merchants who may not qualify for business financing and helping them consider personal financing where appropriate.

Lendio is a small business financial solutions provider whose marketplace lets owners apply for multiple financing options through one application. The company also offers financial SaaS products and describes its mission as helping small businesses survive and thrive, including expanding access to capital for underserved communities.

Requirements

• Previous inside sales, B2B sales, banking, lending, or financial experience is preferred.
• Ability to analyze and comprehend complex financial data and provide financial alternatives.
• Proven ability to learn quickly, be coachable, and close deals.
• Self-motivated and highly organized.
• Ability to communicate clearly and effectively, verbally and in writing.

Nice To Haves

• Previous inside sales, B2B sales, banking, lending, or financial experience.

Responsibilities

• Act as automation support rather than being supported by automation.
• Regularly reach out to merchants who are not eligible for financing options.
• Help merchants secure personal financing when business financing is not available.
• Understand capital loan requirements.
• Analyze business plans.
• Perform thorough needs analyses with borrowers.
• Create ROI analyses of various capital options.
• Suggest and negotiate terms of funding deals.
• Oversee the full loan process, from initial customer contact through loan closing.
• Place 60–100 calls daily and convert warm leads into repeat clients.

Benefits

• Competitive pay.
• A full suite of traditional benefits.
• Paid vacation and holidays.
• 401(k) with company match.
• Company-contributed HSA.
• Onsite gym and standing desks.
• Wellness program.
• Discounted cellular plans.
• Paid parental leave.
• Infertility coverage.
• Collaborative, high-performing team environment.

What This Job Offers

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