What are the responsibilities and job description for the Account Executive, Lending & Credit position at Bluevine - US?
About Bluevine
Bluevine is transforming small business banking with innovative solutions like checking, lending, and credit-all tailored to help entrepreneurs thrive. With best-in-class technology, advanced security, and a deep understanding of the small business community, we're empowering entrepreneurs to grow with confidence.
Backed by leading investors like Lightspeed Venture Partners, Menlo Ventures, 83North, and Citi Ventures, we've been supporting SMBs since 2013, serving over 500,000 customers nationwide and growing a dynamic global team of 500 people. Our mission? To fuel small businesses with the financial tools they need to succeed.
At Bluevine, you'll be part of a collaborative, fast-paced team that's reshaping the future of banking. Ready to make an impact?
LI-Hybrid
About the Role :
As an Inside Sales Representative, you'll work with small and medium-sized business owners to help grow their businesses with financing & banking options made with SMBs in mind. You will focus on closing warm leads interested in Bluevine's line of credit product and cross-selling Bluevine's other banking products like checking account, bill pay, etc. This individual should be willing to hustle, open to learning, eager to close, and comfortable in a fast-paced environment. There is great growth potential as our sales organization continues to grow!
What You'll Do :
- Be a high performer. Consistently hit monthly volume and cross-sell quotas. Meet and exceed daily hustle metrics / activity goals / KPIs.
- Make 40-60 calls & send ~100 emails per day to warm leads and approvals.
- Manage a pipeline of up to 100 prospects in various stages of the sales cycle, including underwriting review, and closing.
- Assist customers through the underwriting process to generate offers that you can close.
- Consistently hit monthly volume & booking rate targets.
- Provide excellent customer service to newly onboarded clients for their first 30 days with Bluevine.
- Serve as a trusted advisor to SMB owners, ensuring that they are connected with the correct Bluevine product.
- Act as a conduit between the Underwriting Team and the customer to collect proper documentation to maximize clients' offer amounts.
- Utilize sales engagement tools, lead management software, and CRMs to optimize pipeline management.
Role Competencies :
Requirements :
New Hire Base Salary Range : $42,360 - $50,820
New Hire On-Target Earnings (i.e. Base Salary plus Commissions if achieved) Range : $70,600 - $84,700
Benefits & Perks (US Based ONLY)
Salary : $42,360 - $50,820
