Account Executive
Core
Guide warm, high-intent small business owners through the full sales cycle for Bluevine's Line of Credit, from initial conversation to underwriting and close.
Role type
Account Executive (B2B lending sales)
Builds
Bluevine Line of Credit products for small and medium-sized businesses
Domain
Financial services / Lending
Deliverable
client delivery
Required skills
pipeline management, cold calling, email outreach, relationship building, cross-selling
Preferred skills
competitive mindset, results-driven, coachability, organization
Technologies
CRM (implied by pipeline management), communication tools
Responsibilities
Manage a pipeline of up to 100 prospects, make ~30 calls and send ~30 emails daily to warm leads, collaborate with underwriting and operations, hit monthly volume and cross-sell targets
Seniority
Entry-level to Junior (New college grads or ~1 year experience)