Account Executive

Cardiff helps small businesses access fast, flexible funding through a lending experience built around speed, transparency, and real partnership

Since its inception in 2004, Cardiff has deployed over $12 billion in capital nationwide, leveraging tech-driven underwriting and high-touch service to help entrepreneurs secure the funding they need with speed.

By bridging the gap between innovative fintech and authentic human partnership, Cardiff serves as a strategic ally to diverse industries, including construction, logistics, healthcare, and professional services.

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.

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.

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.

• 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

• 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

• 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

• 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

• 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

• 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

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

• 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

• Comprehensive medical, dental, and vision coverage
• 401(k)
• Flexible Paid Time Off (PTO) and observed holidays to promote sustainable performance and balance.

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.

Originally posted on Himalayas