Account Executive

This is a fully remote position, open to applicants in Canada.

📋 Description

• Oversee a comprehensive pipeline of business owners looking for working capital financing, from initial contact to funding and renewal.

• Design and present working capital financing solutions tailored to each client's cash flow, revenue, and specific business requirements.

• Proactively reach out to and respond to inbound and self-generated financing leads.

• Analyze bank statements, financial documents, and business files to evaluate deal viability and establish suitable terms.

• Ensure adherence to lending regulations and underwriting standards.

• Assist clients throughout the approval and funding process, managing timelines and expectations effectively.

• Clarify loan rates, terms, payment structures, and options for renewal or repeat funding.

• Manage and expand an active portfolio of business, including opportunities for renewal and repeat funding.

• Maintain current and accurate records of pipeline and account activity in the CRM system.

• Cultivate and sustain relationships with brokers, referral partners, accountants, business associations, and industry contacts across Western Canada.

• Represent Vault Credit in the Western Canada region, enhancing the company's presence and reputation.

• Lead the growth strategy for the Western Canada territory, identifying new business and partnership prospects.

• Monitor and report on partnership and business development activities and conversion metrics.

⛳️ Requirements

• Previous experience in field sales, focusing on building relationships and territories in person.

• Located in Western Canada, with an established network of business contacts, referral sources, or partnerships.

• Experience in telephone sales.

• Background in the financial industry or cold calling is a plus.

• Experience or aptitude for business development and partnership cultivation.

• Proficient in written and spoken English.

• Proficiency in French is a plus.

• Comfortable and disciplined in a remote, work-from-home environment.

• Technologically savvy.

• Positive, diligent, and dependable.

🏝️ Benefits

• Competitive pay structure.

• Flexibility of remote work from home.

• Opportunities for career advancement.

• Personalized one-on-one training.

• Reasonable accommodations during the recruitment and selection process.