You will manage the post-signature funding process by analyzing client credit profiles and building application sequences. Additionally, you will coordinate submissions, track issuer decisions, and maintain accurate records in the CRM.
The Account Executive will conduct phone consultations with prequalified prospects to determine business funding needs and close deals. Responsibilities include managing the sales pipeline in Zoho CRM, addressing prospect questions, and ensuring a smooth onboarding process for new clients.
You will own end-to-end demand generation, including content creation, lifecycle email marketing, SEO, and conversion optimization. You will also be responsible for launching paid experiments and reporting on pipeline contribution and cost per booked appointment.
