Senior Account Executive

First Circle

. Find, qualify and close established New Zealand businesses needing flexible working capital .

Posted 10/7/2026full-timeAuckland • New ZealandSeniorWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in B2B business development and SME lending, with a strong ability to build relationships and originate new business. Proficient in managing client relationships, understanding financial statements, and utilizing CRM tools for pipeline management.

Highest-signal resume keywords

B2B Business DevelopmentSME LendingFinancial Statement AnalysisCRM ManagementNetwork Building

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Business Credit UnderstandingPipeline OriginationCash Flow AnalysisServiceability AssessmentData Management

Soft Skills

Self-StarterHigh IntegrityComfort with Ambiguity

Tools & Technologies

CRM Software

Certifications & Qualifications

Full NZ Driver's Licence

Industry Keywords

Commercial LendingAsset FinanceInvoice FinanceFinancial ServicesNew Zealand SME Market

About the role

Key responsibilities & impact

Find, qualify and close established New Zealand businesses needing flexible working capital
Originate new Business Credit Line clients
Build a referral network with accountants, business advisors, commercial finance brokers, industry associations and business networks across New Zealand
Guide clients through applications and onboarding
Explain the credit process and collect financial statements, GST returns and bank data for underwriting
Collaborate with credit to submit well-qualified applications and structure suitable facilities
Act as ongoing relationship manager for clients, supporting drawdowns, annual limit reviews and early conversations during financial difficulties
Feed market insights to the business, including sector response, competitor pricing and product or process adaptation needs
Help shape the New Zealand go-to-market playbook, including messaging, events, partner programmes and CRM processes
Represent First Circle at industry events and build its brand as a credible new lender in the New Zealand SME market
Report to the Country Manager and collaborate with Risk Operations, Credit and Marketing teams

Requirements

What you’ll need

4+ years of B2B business development, with at least 3 years in SME or commercial lending, business banking, asset finance, invoice finance or a closely related financial services role
Genuine network among NZ SME owners, accountants and brokers, with credibility to open doors from day one
Strong understanding of business credit, including reading financial statements, discussing cash flow and serviceability, and recognising good lending opportunities
Track record of originating new business against targets, ideally in a start-up, new-market or growth environment where you built a pipeline from zero
Comfort with ambiguity and a self-starting approach
High standards of conduct and integrity, with understanding of fair dealing in lending and clients' long-term interests
Disciplined use of CRM and data to manage pipeline and forecast accurately
Full NZ driver's licence
Willingness to travel to meet clients and partners

Benefits

Comp & perks

Competitive base salary with generous bonus scheme
KiwiSaver employer contributions
Private health insurance
Paid time off
Laptop
Flexible working style
Opportunity to launch a new market and build the NZ team as the business grows
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