Account Executive

Overview

• Drive strategic partnerships and alliances to expand business reach and revenue opportunities.
• Engage in industry events and forums to strengthen brand presence and network.
• Collaborate with cross-functional teams to execute strategic business initiatives.
• Leverage proprietary technology to deliver streamlined financing solutions to clients.
• Work directly with leadership to evolve capital product offerings and processes.
• Maintain and expand relationships across the network of Lower Middle Market Partners.
• Identify and pursue new client acquisition opportunities through research and outreach.
• Contribute to the organization’s growth by achieving quarterly revenue goals.

Key Responsibilities & Duties

• Acquire new clients by providing Junior Debt facilities ranging from $100k to $3m+.
• Identify and forge new partnerships through research and creative outreach strategies.
• Manage inbound leads, qualify prospects, and conduct due diligence.
• Engage actively in industry events to enhance organizational reach and reputation.
• Collaborate with underwriting, marketing, and customer success teams for strategic initiatives.
• Maintain and expand relationships across the network of Lower Middle Market Partners.
• Work with leadership to refine capital product offerings and business processes.
• Travel to markets and sales meetings as required, approximately 15-30%.

Job Requirements

• Bachelor of Arts (BA) degree required.
• Minimum 4 years of experience in sales or business development; financial services experience preferred.
• Demonstrated ability to self-generate leads and close transactions.
• Strong financial literacy and ability to interpret financial statements.
• Excellent written and verbal communication skills with a focus on win-win outcomes.
• Ability to work independently and manage multiple tasks without supervision.
• Comfortable establishing remote relationships via Zoom, phone, and email.
• Willingness to travel for business purposes as needed.