Account Executive Probably Funding Costa Mesa, CA Job Details Full-time $20 - $24 an hour 7 hours ago Benefits Paid training Paid holidays Health insurance Dental insurance 401(k) Paid time off On-the-job training Parental leave Vision insurance 401(k) matching Qualifications Financial sales Teamwork Pricing strategies Microsoft Excel Customer relationship building Microsoft Outlook Interpersonal skills Phone communication Working capital management English Client database systems Documentation tools Attention to detail Financial product expertise Sales management systems proficiency B2B sales Organizational skills Microsoft Teams CRM system proficiency Banking product expertise Phone etiquette Account management Solution selling approach Sales automation technologies Technical Proficiency Working capital optimization Quality data entry Client interaction via phone calls Customer data entry Full Job Description Job Overview The Account Executive is responsible for identifying and developing new business opportunities by providing tailored working capital solutions to meet each client's unique financing needs. A minimum of two (2) years of experience in working capital sales is required , as this is a critical component of the role. The Account Executive will educate prospective clients on available funding programs, guide them through the financing process, and drive revenue growth by consistently achieving monthly, quarterly, and annual sales objectives. Essential Duties and Responsibilities Minimum of two (2) years of experience selling or advising on working capital solutions is required. Candidates must demonstrate a strong understanding of business financing products, funding structures, and the small business lending process. Educate and advise prospective clients on working capital programs, loan structures, pricing, and funding options while delivering an exceptional customer experience. Consistently meet or exceed monthly, quarterly, and annual sales goals, including applications submitted, funded deals, revenue generation, and gross margin objectives. Achieve daily, weekly, and monthly key performance indicators (KPIs) related to lead activity, deal submissions, funding volume, and production metrics. Proactively follow up with inbound and outbound leads, building strong relationships and maintaining a robust pipeline of qualified opportunities. Evaluate client financing needs and structure customized funding solutions that align with business goals and lender qualifications. Develop and maintain comprehensive knowledge of lending partners, underwriting requirements, and product offerings to effectively match clients with appropriate funding options. Collaborate with team members by sharing industry knowledge, best practices, and sales strategies that contribute to overall team success. Accurately manage client interactions, pipeline activity, and deal progress using Salesforce, RingCentral, Heymarket, ZoomInfo, and other company systems. Thrive in a fast-paced, high-volume sales environment while effectively managing multiple opportunities and maintaining attention to detail throughout the funding process. Maintain compliance with company policies, lending guidelines, and documentation requirements while ensuring a seamless funding experience for clients. Requirements Proven experience in sales, customer service, or call center roles with strong phone communication skills Multilingual abilities are highly desirable to serve diverse client needs effectively Proficiency in Microsoft Office applications such as Word, Excel, and Outlook for data entry and documentation Exceptional organizational skills with the ability to manage multiple accounts simultaneously Strong written and verbal communication skills in English; bilingual capabilities are a plus Demonstrated problem-solving skills to address customer concerns efficiently Technical proficiency with computer systems, typing speed, and familiarity with customer relationship management (CRM) tools is preferred Prior experience in outbound calling, cash handling, or client services will be advantageous Minimum Qualifications Minimum of two (2) years of experience selling working capital or alternative business financing solutions is required. Demonstrated knowledge of working capital products, business lending structures, underwriting considerations, and pricing strategies. Proven ability to build rapport, establish trust, and effectively communicate with business owners and decision-makers. Highly motivated, goal-oriented sales professional with a strong work ethic and a track record of achieving performance targets. Ability to thrive in a fast-paced, competitive, and results-driven environment while managing multiple opportunities simultaneously. Excellent verbal, written, and interpersonal communication skills with a consultative sales approach. Strong analytical and problem-solving skills with the ability to identify client needs and recommend appropriate financing solutions. Proficiency in Microsoft Office Suite, including Outlook, Word, Excel, and Teams. Experience utilizing customer relationship management (CRM) platforms to manage pipelines, track activity, and maintain accurate records; Salesforce experience is preferred. Strong organizational skills with exceptional attention to detail and the ability to follow processes in a high-volume sales environment.

What We Offer Pay Range:

$20 - $24/hour base pay + commission with expected annual on-target earnings (OTE) ranging from $125,000 - $150,000 with uncapped earning potential Clear success path within the company Modern work environment with state-of-the-art tools Health insurance (medical, vision, dental) Paid time off, sick time, and holidays About Probably Funding Probably Funding is a leading provider of working capital solutions dedicated to helping small and mid-sized businesses access the financing they need to grow, innovate, and succeed. Founded in 2019 as a sister company to Regents Capital Corporation, we were built on a simple mission: to provide business owners with fast, flexible funding options that traditional lenders often cannot offer. We understand that securing capital through conventional banking channels can be challenging, especially for growing businesses that need timely access to funds. That's why our team specializes in delivering customized working capital and alternative financing solutions designed to support a wide range of business objectives, from managing cash flow and purchasing inventory to expanding operations and pursuing new opportunities. At Probably Funding, we partner with companies generating between $2 million and $200 million in annual revenue, helping them navigate their financing options with confidence. Our consultative approach, industry expertise, and commitment to exceptional service empower business owners to maximize growth and take their companies to the next level. Why Join Us? At Probably Funding, you'll join a dynamic, results-driven team that is passionate about helping businesses succeed. We offer a collaborative environment, ongoing professional development opportunities, and the ability to make a direct impact on our clients' growth while advancing your own career in the financial services industry.

Pay:

$20.00 - $24.00 per hour Expected hours: 40.0 per week

Benefits:

401(k) 401(k) matching Dental insurance Health insurance On-the-job training Paid time off Parental leave Vision insurance

Experience:

Working Capital:

2 years (Required) Ability to

Commute:

Costa Mesa, CA 92626 (Required)

Work Location:

In person