Sr. Account Executive, Equipment Finance Division

Cardiff

8d • Remote

About The Position

The Sr Equipment Account Executive owns the most important transition in the sales process, turning marketing qualified leads into funded deals. Their performance directly impacts revenue, growth, and the return on all the work completed before the approval stage. The Sr Equipment Account Executive manages the critical transition from marketing qualified lead to funding, ensuring approved files successfully reach final execution. This role drives conversion through diligent closing processes, ownership of the full sales cycle, understanding vendors and lender requirements. The initial 90-day period for an Sr Equipment Account Executive centers on establishing the routine habits and domain expertise required to drive high-velocity conversion from marketing qualified lead to funding.

Requirements

• Minimum 2 years of Equipment Finance experience
• Strong verbal and written communication skills
• Proven track record of consistent close rates and quota attainment
• Proficient in Salesforce or comparable CRM

Nice To Haves

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

Responsibilities

• Contact marketing qualified applicants promptly and present multiple options for equipment financing.
• 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
• 401(k)
• Flexible Paid Time Off (PTO) and observed holidays

What This Job Offers

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