What are the responsibilities and job description for the Account Executive position at Advance Capital 24/7?
Company Description
Advance Capital 247 provides fast, flexible funding solutions tailored to help businesses thrive. With a commitment to innovation and customer success, we specialize in delivering the capital businesses need to fuel growth, manage cash flow, and seize new opportunities. Our streamlined process ensures quick access to funding, allowing companies to focus on what they do best—building their future.
Role Description
This is a full-time on-site role for an Account Executive at Advance Capital 247 located in Syosset, New York. The Account Executive will be responsible for managing client accounts, developing new business opportunities, and providing financial solutions to help businesses thrive.
Key Responsibilities:
- Client Prospecting: Identify and engage with potential clients through warm leads provided by the company.
- Relationship Building: Establish and maintain strong relationships with clients, understanding their financial needs and offering tailored funding solutions.
- Sales Process Management: Guide clients through the loan application process, providing clear communication and support at every stage.
- CRM Management: Utilize ZOHO CRM software (or similar) to track client interactions, manage sales pipelines, and ensure timely follow-ups.
- Goal Achievement: Meet or exceed sales targets by successfully closing deals and securing financing agreements.
- Team Collaboration: Work closely with internal teams to ensure seamless coordination and superior client experience.
- Industry Knowledge: Stay informed about the latest trends and regulations in the small business lending space.
Qualifications:
- Proven experience in sales, preferably in the financial services or lending industry.
- Excellent communication and interpersonal skills.
- Ability to build and maintain long-term client relationships.
- Familiarity with CRM software (preferably ZOHO or similar).
- Strong negotiation skills with a customer-centric approach.
- Goal-oriented and self-motivated with a passion for helping businesses grow.
Benefits:
- Opportunities for professional development and career advancement.
- A collaborative, energetic work environment.