Account Executive

WHY THIS ROLE MATTERS

The Account Executive owns the most important transition in the sales process, turning approved opportunities into funded deals. Their performance directly impacts revenue, growth, and the return on all the work completed before the approval stage.

POSITION SUMMARY

The Account Executive manages the critical transition from approval to funding, ensuring approved files successfully reach final execution. This role drives conversion through diligent closing processes, with performance anchored in Funding Percentage and Cardiff Internal Unit milestones.

WHAT SUCCESS LOOKS LIKE

The initial 90-day period for an Account Executive centers on establishing the routine habits and domain expertise required to drive high-velocity conversion from approval to funding.

FIRST 30 DAYS: FOUNDATIONAL KNOWLEDGE

• Master the end-to-end mechanics of Cardiff’s funding lifecycle
• Attain technical proficiency in CRM workflows and operational reporting
• Develop collaborative relationships with underwriting and operations partners

DAYS 31–60: PIPELINE EXECUTION

• Transition to independent management of an active approval pipeline
• Execute clear, professional communications with brokers and external clients
• Identify and proactively mitigate common funding bottlenecks

DAYS 61–90: PERFORMANCE IMPACT

• Consistently reach or exceed established Funding % benchmarks
• Deliver steady Cardiff Internal Unit contributions via successful deal closings
• Display advanced pipeline oversight and accurate revenue forecasting

KEY RESPONSIBILITIES 

• Contact approved applicants promptly and present the Cardiff offer with clarity and conviction
• Effectively communicate value, address objections, and close the funding
• Gather all required stipulations and manage every condition needed to reach funded status
• Maintain accurate pipeline activity and file disposition in Salesforce
• When a funded client falls into default, serve as the primary point of contact to communicate with the client and work toward restoring the account to good standing

REQUIRED QUALIFICATIONS

• Minimum 5 years of direct closing experience
• Experience in MCA, small business lending, or financial services preferred
• Strong verbal and written communication skills
• Proven track record of consistent close rates and quota attainment
• Proficient in Salesforce or comparable CRM

WHO YOU ARE

• You are highly organized and naturally proactive
• You thrive in fast-moving environments with evolving priorities
• You enjoy solving operational problems and improving systems
• You communicate clearly and follow through consistently
• You balance strategic thinking with a willingness to execute

THIS ROLE MAY NOT BE A FIT IF YOU:

• Prefer highly structured corporate environments
• Need extensive direction or oversight
• Dislike fast-changing priorities
• Prefer maintaining systems over building and improving them

HOW WE WORK

• High ownership and accountability
• Fast-moving, low-bureaucracy environment
• Collaborative and solutions-oriented culture
• AI-assisted workflows and continuous improvement encouraged
• Strong preference for people who improve systems, not just maintain them

BENEFITS & PERKS

• Comprehensive medical, dental, and vision coverage
• Robust 401(k) retirement framework to ensure long-term financial security.
• Flexible Paid Time Off (PTO) and observed holidays to promote sustainable performance and balance.
• Remote-first flexibility complemented by strategic home office infrastructure support.

TOOLS & ENVIRONMENT

Our team works in the following tools,  familiarity is a plus, not a requirement:

• Mac
• Google Workspace
• Slack
• Zoom

Cardiff, Inc., is an Equal Opportunity Employer. We are committed to creating a diverse and inclusive workplace and do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other characteristic protected by applicable law.