Account Executive, Equipment Finance

Cardiff

. Contact marketing qualified applicants promptly and present multiple options for equipment financing .

Posted 10/10/2026full-timeRemote • United StatesJuniorMid-Level💰 $66,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in Equipment Financing and small business lending, with a strong ability to manage the full sales cycle, effectively communicate value, and close deals. Proficient in Salesforce for pipeline management and revenue forecasting.

Highest-signal resume keywords

Equipment Finance ExperienceSalesforce ProficiencyStrong Communication SkillsProven Close RatesSmall Business Lending Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Equipment FinancingSales Cycle ManagementRevenue ForecastingDeal ClosingPipeline Management

Soft Skills

Verbal CommunicationWritten CommunicationObjection Handling

Tools & Technologies

SalesforceGoogle WorkspaceSlackZoomMac

Industry Keywords

Financial ServicesFunding BottlenecksVendor RequirementsLender RequirementsMarketing Qualified Leads

About the role

Key responsibilities & impact

Contact marketing qualified applicants promptly and present multiple options for equipment financing
Communicate value effectively, address objections, and close funding
Gather required stipulations and manage every condition needed to reach funded status
Maintain accurate pipeline activity and file disposition in Salesforce
Serve as the primary point of contact for funded clients who fall into default and work toward restoring accounts to good standing
Manage the transition from marketing qualified lead to funding
Own the full sales cycle and understand vendor and lender requirements
Collaborate with underwriting and operations partners
Manage an active approval pipeline
Identify and proactively mitigate common funding bottlenecks
Deliver successful deal closings and accurate revenue forecasting

Requirements

What you’ll need

Minimum 2 years of Equipment Finance experience
Experience in Equipment Financing, 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
Familiarity with Mac, Google Workspace, Slack, and Zoom is a plus, not a requirement
U.S.-based

Benefits

Comp & perks

Uncapped commission
Comprehensive medical, dental, and vision coverage
401(k)
Flexible Paid Time Off (PTO)
Observed holidays
Overtime eligible