Account Executive
TypeFull-time job
LocationUnited States
Posted2 hours ago
About Cardiff
Cardiff helps small businesses access fast, flexible funding through a lending experience built around speed, transparency, and real partnership
Since its inception in 2004, Cardiff has deployed over $12 billion in capital nationwide, leveraging tech-driven underwriting and high-touch service to help entrepreneurs secure the funding they need with speed.
By bridging the gap between innovative fintech and authentic human partnership, Cardiff serves as a strategic ally to diverse industries, including construction, logistics, healthcare, and professional services.
WHY THIS ROLE MATTERS
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.
POSITION SUMMARY
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.
WHAT SUCCESS LOOKS LIKE
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.
FIRST 30 DAYS: FOUNDATIONAL KNOWLEDGE
Master the end-to-end mechanics of Cardiff’s funding lifecycle
Attain technical proficiency in CRM workflows and operational reporting
Develop collaborative relationships with underwriting and operations partners
DAYS 31–60: PIPELINE EXECUTION
Transition to independent management of an active approval pipeline
Execute clear, professional communications with brokers and external clients
Identify and proactively mitigate common funding bottlenecks
DAYS 61–90: PERFORMANCE IMPACT
Consistently reach or exceed established Funding % benchmarks
Deliver steady Cardiff Internal Unit contributions via successful deal closings
Display advanced pipeline oversight and accurate revenue forecasting
KEY 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
REQUIRED QUALIFICATIONS
Minimum 5 years of direct closing experience
Experience in MCA, small business lending, or financial services preferred
Strong verbal and written communication skills
Proven track record of consistent close rates and quota attainment
Proficient in Salesforce or comparable CRM
WHO YOU ARE
You are highly organized and naturally proactive
You thrive in fast-moving environments with evolving priorities
You enjoy solving operational problems and improving systems
You communicate clearly and follow through consistently
You balance strategic thinking with a willingness to execute
THIS ROLE MAY NOT BE A FIT IF YOU:
Prefer highly structured corporate environments
Need extensive direction or oversight
Dislike fast-changing priorities
Prefer maintaining systems over building and improving them
HOW WE WORK
High ownership and accountability
Fast-moving, low-bureaucracy environment
Collaborative and solutions-oriented culture
AI-assisted workflows and continuous improvement encouraged
Strong preference for people who improve systems, not just maintain them
BENEFITS & PERKS
Comprehensive medical, dental, and vision coverage
401(k)
Flexible Paid Time Off (PTO) and observed holidays to promote sustainable performance and balance.
TOOLS & ENVIRONMENT
Our team works in the following tools, familiarity is a plus, not a requirement:
Mac
Google Workspace
Slack
Zoom
Cardiff, Inc., is an Equal Opportunity Employer. We are committed to creating a diverse and inclusive workplace and do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other characteristic protected by applicable law.
Originally posted on Himalayas
Cardiff helps small businesses access fast, flexible funding through a lending experience built around speed, transparency, and real partnership
Since its inception in 2004, Cardiff has deployed over $12 billion in capital nationwide, leveraging tech-driven underwriting and high-touch service to help entrepreneurs secure the funding they need with speed.
By bridging the gap between innovative fintech and authentic human partnership, Cardiff serves as a strategic ally to diverse industries, including construction, logistics, healthcare, and professional services.
WHY THIS ROLE MATTERS
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.
POSITION SUMMARY
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.
WHAT SUCCESS LOOKS LIKE
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.
FIRST 30 DAYS: FOUNDATIONAL KNOWLEDGE
Master the end-to-end mechanics of Cardiff’s funding lifecycle
Attain technical proficiency in CRM workflows and operational reporting
Develop collaborative relationships with underwriting and operations partners
DAYS 31–60: PIPELINE EXECUTION
Transition to independent management of an active approval pipeline
Execute clear, professional communications with brokers and external clients
Identify and proactively mitigate common funding bottlenecks
DAYS 61–90: PERFORMANCE IMPACT
Consistently reach or exceed established Funding % benchmarks
Deliver steady Cardiff Internal Unit contributions via successful deal closings
Display advanced pipeline oversight and accurate revenue forecasting
KEY 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
REQUIRED QUALIFICATIONS
Minimum 5 years of direct closing experience
Experience in MCA, small business lending, or financial services preferred
Strong verbal and written communication skills
Proven track record of consistent close rates and quota attainment
Proficient in Salesforce or comparable CRM
WHO YOU ARE
You are highly organized and naturally proactive
You thrive in fast-moving environments with evolving priorities
You enjoy solving operational problems and improving systems
You communicate clearly and follow through consistently
You balance strategic thinking with a willingness to execute
THIS ROLE MAY NOT BE A FIT IF YOU:
Prefer highly structured corporate environments
Need extensive direction or oversight
Dislike fast-changing priorities
Prefer maintaining systems over building and improving them
HOW WE WORK
High ownership and accountability
Fast-moving, low-bureaucracy environment
Collaborative and solutions-oriented culture
AI-assisted workflows and continuous improvement encouraged
Strong preference for people who improve systems, not just maintain them
BENEFITS & PERKS
Comprehensive medical, dental, and vision coverage
401(k)
Flexible Paid Time Off (PTO) and observed holidays to promote sustainable performance and balance.
TOOLS & ENVIRONMENT
Our team works in the following tools, familiarity is a plus, not a requirement:
Mac
Google Workspace
Slack
Zoom
Cardiff, Inc., is an Equal Opportunity Employer. We are committed to creating a diverse and inclusive workplace and do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other characteristic protected by applicable law.
Originally posted on Himalayas
Apply on Himalayas →
Job sourced from Himalayas. Applications happen directly on the original platform — we never collect your data.