What are the responsibilities and job description for the Account Executive, Lending & Credit position at Bluevine?
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?
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:
New Hire On-Target Earnings (i.e. Base Salary plus Commissions if achieved) Range: $70,600 - $84,700
Benefits & Perks (US Based ONLY)
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?
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.
- Results-Oriented. Consistently achieves results, even under difficult circumstances.
- Nimble Learner. Quickly acquires new knowledge and/or skills and adapts to new situations by being open to and quickly implementing feedback.
- Consultative. Embodies the Trusted Advisor approach by focusing on building relationships with others, grasping their obstacles, and providing relevant solutions.
- Partnership. Builds partnerships and works collectively with others to meet goals.
- Minimum 1 year of sales experience.
- Experience working towards a quota & proven ability to hit goals.
- A team player, a quick thinker and a fast learner.
- Excellent written and verbal communication is key.
- Excited to work in a fast-paced quickly growing fintech organization.
- Uncompromising hustle and integrity.
- Perseverant, does not let a tough call affect his/her next call.
- Experience working with small to midsize businesses preferred.
- Growing SaaS and or Fintech organization experience is highly preferred.
New Hire On-Target Earnings (i.e. Base Salary plus Commissions if achieved) Range: $70,600 - $84,700
Benefits & Perks (US Based ONLY)
- Excellent health coverage and life insurance benefits
- 401K with an immediate 3% company match
- PTO, Company Holidays, and Flexible Holidays
- Company-sponsored Mental Health Benefits, including 1:1 therapy
- Over $1,000 annually for a wellness benefit of your choice
- Monthly WFH stipend
- Generous, paid parental leave covering up to 20 weeks of leave for birthing parents and up to 12 weeks of leave for all other parents
- Access to financial coaches and education sessions
- Weekly catered lunches and fully stocked kitchen pantries
- Community-based volunteering opportunities
Salary : $42,360 - $84,700
