Account Executive, Direct Sales

Candidates should have at least 3 years of experience in a Direct Sales Representative or similar sales role, with a proven track record of achieving sales targets. A strong understanding of small business operations, challenges, and financial needs, along with familiarity with the small business financing industry and competitive landscape, is required. Excellent interpersonal, communication, negotiation, and persuasion skills are essential, as is the ability to manage multiple conversations, stay organized, and follow processes. Proficiency with tools such as Dialpad/SMS Magic, Salesforce, and Tableau is necessary. Preferred qualifications include experience in a high-growth company, familiarity with modern sales training methodologies and technologies, and knowledge of financial services regulatory requirements and compliance.