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Account Manager (Business Funding)

Job

Probably Funding

Costa Mesa, CA (In Person)

Full-Time

Posted 2 weeks ago (Updated 1 week ago) • Actively hiring

Expires 7/17/2026

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Job Description

Summary:
The Account Manger is responsible for identifying relevant new business opportunities throughout working capital solutions and creating custom finance packages that fit specific client needs. The Account Manager is responsible for educating and funding clients on working capital programs and generating revenue on a monthly, quarterly, and annual basis.
Essential Duties & Responsibilities:
Sell and educate clients on business loan structure, process, and pricing. Achieve monthly and quarterly quotas for applications, new business origination and funding, and overall gross margin production. Achieve daily, weekly, and monthly Key Performance Indicators (KPIs) for submissions, funding units, and gross margin (GM). Follow up on new leads in a timely manner to develop professional business relationships with prospects and customers. Utilize and maintain data systems such as: Salesforce, RingCentral, HeyMarket, and ZoomInfo. Excel in a fast-paced environment with the ability to multitask and showcase accurate deal flow processes to achieve results.
Minimum Qualifications:
Working capital experience is required . Must have at least 1 year of experience in selling/consulting working capital product. Basic understanding of business loan products and pricing. Excellent interpersonal skills. Highly self-motivated individual showcasing strong work ethic. Comfortable in a fast-paced, results-oriented environment. Strong verbal and written communication skills. Proficient in Microsoft Office. Working knowledge of CRM system preferred, specifically Salesforce.
What We Offer:
Pay Range:
$20 - $24/hour base pay + commission with expected annual on-target earning (OTE) ranging from $82,000 - $95,000 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.
Company story:
Probably Funding is an independent working capital lender dedicated to fueling small business growth across the nation. Probably Funding started in December 2019 as an extension of Regents Capital Corporation, our sister company, with a vision to help business owners obtain the funding they need to grow and nurture their company. Traditional banking has many regulations which makes it difficult for smaller businesses to get what they need, when they need it. Our team focuses on providing working capital and alternative lending solutions to companies that have annual revenues from $2 million to $200 million. Our goal is to help business owners maximize their profit and use our funds to take their business to the next level.
Job Type:
Full-time Pay:
$20 - $24 per hour
Benefits:
401(k) Dental insurance Employee assistance program Employee discount Flexible spending account Health insurance Health savings account Life insurance Paid time off Parental leave Referral program Vision insurance Application Question(s): Are you 20 years of age or older? Will you now or in the future require sponsorship for employment visa status (e.g. H-1B status)?
Experience:
Working capital/Business funding sales: 1 year ( required ) Work location: In person
Pay:
$20.00 - $24.00 per hour
Benefits:
401(k) Dental insurance Employee assistance program Flexible spending account Health insurance Health savings account Life insurance Paid time off Parental leave Referral program Vision insurance
Work Location:
In person