Senior Account Executive
Core
Senior Account Executive driving commercial finance solutions for SMEs by matching them with appropriate lenders and products.
Role type
Senior Account Executive (Commercial Finance Broker)
Builds
Commercial lending partnerships and SME finance placements
Domain
Financial Services / Small Business Banking
Deliverable
client delivery
Required skills
Commercial finance expertise, sales target achievement, customer relationship management, market analysis, product matching, Salesforce proficiency
Preferred skills
Experience in commercial finance brokerage, results-oriented work ethic, analytical thinking, self-starter mentality
Technologies
Salesforce
Responsibilities
Contact and manage Small Business customers through the application process, build relationships with commercial lending partners, articulate the Funding Options proposition, maintain accurate prospect data in Salesforce, monitor industry trends and competition, share success stories with the organization
Seniority
Senior, hands-on IC