Account Executive – Sales

Responsibilities

• Build and nurture strong, lasting relationships with NYC-based ISOs.
• Drive new business opportunities (ITPs) by meeting and exceeding targeted KPIs.
• Collaborate closely with ISOs to grasp their unique needs and showcase the WBL product as the ideal solution.
• Increase loan origination volume by developing ISO partnerships through a consultative and personalized sales approach.
• Spend four days a week visiting ISOs and one day working from the home office to maximize engagement and productivity.

• A Bachelor’s degree in Business, Finance, Real Estate, or a related field is strongly preferred.
• Bring 3 to 5 years of proven success in sales, account management, or business development to the table.
• Hands-on experience in MCA lending is essential.
• Demonstrated ability to build strong client relationships and consistently achieve or exceed sales goals.
• Experience in MCA, commercial lending, financial services, or business development environments preferred.
• Prior exposure to ISO relationship management, loan origination, or small business financing is highly desirable.
• Great at building relationships and connecting with others
• Excellent verbal and written communication skills
• Skilled in active listening with a friendly, consultative approach to sales
• Open-minded and eager to tackle challenges with a positive attitude
• Highly organized with strong time management and a self-motivated spirit for fieldwork
• Proficient in leveraging CRM tools to drive efficient lead tracking and sales pipeline management.
• Experienced in utilizing Microsoft Office suite, including Excel, PowerPoint, and Word, to enhance productivity.
• Confident in hosting engaging virtual meetings and delivering compelling presentations through platforms like Zoom and Teams.