Account Executive II, Equipment Finance

Role Overview

• Manage the full sales cycle from prospecting to closing deals, with a focus on outbound calls and building relationships with potential vendors.
• Identify and engage prospective clients to develop a robust pipeline, utilizing search engines and online advertising technologies. This is a role entailing daily outbound calling and heavy prospecting.
• Meet and exceed minimum volume goals within the first 90 to 120 days through diligent outreach and networking.
• Work closely with senior-level Account Executives and underwriting teams to facilitate smooth transactions and client onboarding.
• Onboard new vendors, ensuring they are comfortable with our systems and services.

Requirements

• Minimum of 3-5 years in equipment financing or a proven sales record of at least 5 years in another industry, preferably in a sales role.
• Strong ability to read personalities and engage in meaningful conversations. Must be personable and able to build rapport quickly.
• Demonstrated success in sales, with a track record of achieving targets.
• Motivated, driven, and eager to contribute to a team environment.
• Familiarity with Salesforce or similar CRM platforms is a plus.
• Background in financial services is a plus.

Benefits

• Competitive Base Salary of $60,000.
• Incentive Commission Compensation Plan –earned monthly
• Health Insurance: We offer comprehensive medical, dental, and employer-paid vision plans through UnitedHealthcare (UHC), with various coverage levels available to meet the needs of our employees and their families.
• 100% Company Paid Insurances: Kapitus fully covers the cost of basic short-term and long-term disability insurance, as well as vision insurance, ensuring our employees have comprehensive protection without any personal expense.
• Voluntary Insurance: Supplemental life insurance as well as enhanced short
• and long-term disability coverage are available through Mutual of Omaha, providing additional security for our employees.
• Paid Maternity and Parental Leave: Beyond state-mandated leave policies, Kapitus provides company-paid maternity and parental leave, supporting our employees during important family milestones.
• LifeBalance Program: Enhance your lifestyle with our LifeBalance membership, which offers discounts on outdoor activities, the arts, health, and fitness. Additional benefits include:
• Pet and car insurance discounts.
• Financial services such as LegalShield.
• Relaxation and stress management tools, including a fully covered annual subscription to The Calm App.
• Plum Benefits Discount Program: Access exclusive discounts on shows, travel, car rentals, and more, enriching your personal and family life.
• Tuition Reimbursement: Pursue further education with up to $5,000 annually in tuition reimbursement, plus opportunities to attend relevant conferences and career development events.
• Transit Reimbursement: We also offer transit reimbursement for all work-related travel, supporting your involvement in career and personal development activities.
• Retirement Benefits: Our 401K plan is managed through Fidelity, featuring a 25% match on employee contributions, helping you plan for a secure financial future.
• Paid Time Off and Sick Time