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JOB TITLE
ACCOUNT EXECUTIVE (CONSULTATIVE SALES)
Location
Remote
Time Zone
US Time Zones (EST–PST)
Role Overview We are seeking a driven and experienced Business Funding Closer to own the end-to-end closing process for 0% business funding and credit stacking offers. This is not an SDR role — you will handle full sales conversations from qualified appointment through commitment and handoff to fulfillment. You'll work with pre-qualified leads, run structured closing calls, and be held to clearly defined KPIs in a performance-driven environment.
Key Responsibilities
Core Sales / Closing
- Run full-cycle closing calls with pre-qualified leads from inbound and outbound sources
- Conduct discovery and needs analysis, and clearly explain 0% business funding and credit stacking offers
- Present funding solutions, handle objections, and drive prospects to clear commitments on a success-fee model
- Manage pipeline in the client's CRM — updating deal stages, notes, and next steps in real time
- Maintain accurate activity and conversion metrics
Collaboration & Process
- Work closely with the Sales Manager on training, scripts, objection handling, and offer updates
- Provide feedback on lead quality and sales process improvements
- Coordinate with fulfillment and operations for smooth deal handoffs
- Participate in daily/weekly KPI reviews, coaching sessions, and roleplays
Compliance & Professionalism
- Handle sensitive financial data (including business financials) with strict confidentiality
- Follow provided scripts, disclosures, and compliance guidelines
- Maintain a professional, trust-building presence on phone and video calls
Required Qualifications
- 1–3+ years of proven closing experience (not just SDR) in financial services, funding, or credit-related sales
- Track record of hitting or exceeding KPIs — conversion rates, close rates, revenue targets
- Prior remote sales experience with comfort working fully online
- Excellent spoken English with a neutral, clear, and professional accent suited for US client-facing calls
- Strong consultative selling, objection handling, and closing skills
- Comfortable working within a script and framework while thinking on your feet
- Solid CRM proficiency (HubSpot, Salesforce, GoHighLevel, or similar)
- High degree of coachability and openness to structured training and feedback
- Performance- and KPI-driven mindset; comfortable being measured primarily by numbers
- Strong ethics and discretion with sensitive financial information
- Experience working with US-based clients
Preferred Qualifications
- Direct background in 0% business funding, credit stacking, or credit repair
- Prior experience in US-facing call centers or offshore B2B/B2C sales for financial products
- Experience working with lead aggregators or in high-volume call environments
- Familiarity with success-fee or performance-based service models
Tools & Technology
- CRM platforms (HubSpot, Salesforce, GoHighLevel, or similar)
- Zoom, Google Meet, or similar video conferencing tools
- Slack and Google Workspace
- Scheduling and sales engagement tools
Interview Process – Important
This is a highly client-facing role, and the interview process includes a mandatory video submission. Candidates must:
- Treat the video as a formal business interview
- Dress in professional business attire (equivalent to a suit-and-tie interview standard)
- Present themselves exactly as they would for a high-level client or executive meeting
This role is ideal for professionals who enjoy presenting themselves in a refined, professional manner, are confident on camera, and are excited to serve as the visible face of a brand in client interactions.
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