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
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
Handle sensitive financial data with strict confidentiality
Follow provided scripts, disclosures, and compliance guidelines
Maintain a professional, trust-building presence on phone and video calls

1–3+ years of proven closing experience 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
Solid CRM proficiency (HubSpot, Salesforce, GoHighLevel, or similar)
High degree of coachability and openness to structured training and feedback
Strong ethics and discretion with sensitive financial information

Account Executive – Closer

Key skills