Account Executive II, Equipment Finance

📋 Description

• Sales Execution: Oversee the entire sales process from prospecting to closing deals, emphasizing outbound calls and cultivating relationships with potential vendors.

• Prospecting: Identify and connect with prospective clients to create a strong pipeline, leveraging search engines and online advertising technologies. This role entails daily outbound calling and significant prospecting efforts.

• Goal Achievement: Achieve and surpass minimum volume targets within the first 90 to 120 days through dedicated outreach and networking. Collaboration: Partner closely with senior-level Account Executives and underwriting teams to ensure seamless transactions and client onboarding.

• Vendor Management: Onboard new vendors, ensuring their comfort with our systems and services.

⛳️ Requirements

• A minimum of 3-5 years in equipment financing or a proven sales record of at least 5 years in another industry, preferably in a sales role.

• Strong capability to read personalities and engage in significant conversations. Must be personable and capable of building rapport swiftly.

• Proven success in sales, with a history of meeting targets.

• Motivated, driven, and eager to contribute to a collaborative team environment.

• Familiarity with Salesforce or similar CRM platforms is advantageous.

• Experience in financial services is a plus.

🏝️ Benefits

• Competitive Base Salary of $60,000. Kapitus provides this as a good faith salary range to comply with applicable law. The applicant’s final salary will depend on various factors including geographic location, skills, and experience.

• Incentive Commission Compensation Plan – earned monthly.

• Health Insurance: We offer comprehensive medical, dental, and employer-paid vision plans through UnitedHealthcare (UHC), with various coverage levels available to meet the needs of our employees and their families.

• 100% Company Paid Insurances: Kapitus fully covers the cost of basic short-term and long-term disability insurance, as well as vision insurance, ensuring our employees have comprehensive protection without any personal expense.

• Voluntary Insurance: Supplemental life insurance and enhanced short- and long-term disability coverage are available through Mutual of Omaha, providing additional security for our employees. Additionally, Colonial Accident and Hospitalization insurances are also offered, offering further protection against unforeseen events.

• Paid Maternity and Parental Leave: Beyond state-mandated leave policies, Kapitus provides company-paid maternity and parental leave, supporting our employees during important family milestones.

• LifeBalance Program: Enhance your lifestyle with our LifeBalance membership, which offers discounts on outdoor activities, the arts, health, and fitness. Additional benefits include:

• Pet and car insurance discounts.

• Financial services such as LegalShield.

• Relaxation and stress management tools, including a fully covered annual subscription to The Calm App.

• Plum Benefits Discount Program: Access exclusive discounts on shows, travel, car rentals, and more, enriching your personal and family life.

• Tuition Reimbursement: Pursue further education with up to $5,000 annually in tuition reimbursement, plus opportunities to attend relevant conferences and career development events.

• Transit Reimbursement: We also offer transit reimbursement for all work-related travel, supporting your involvement in career and personal development activities.

• Retirement Benefits: Our 401K plan is managed through Fidelity, featuring a 25% match on employee contributions, helping you plan for a secure financial future.

• Paid Time Off and Sick Time.