Account Specialist

Account Specialist

We’re seeking motivated and driven Account Specialists to join our team. In this role, you will connect with business owners who have previously expressed interest in funding or have worked with us in the past. Your goal is to help them secure the working capital their business needs to accelerate/supplement growth.

Key Responsibilities:

- Make outbound calls to applicants and former clients

- Build relationships with business owners and understand their funding needs

- Present working capital solutions including cash advances and term loans

- Guide clients through the application and funding process

- Follow up consistently to move deals through the pipeline

- Maintain accurate records of activity and client interactions

Experience Desired:

- Strong communication skills and confidence on the phone

- Positive, energetic, and goal-oriented mindset

- Ability to handle objections and build rapport quickly

- Strong work ethic and desire to earn through performance

- Sales or call center experience is a plus, but not required

What We Offer:

- Hourly base pay

- Aggressive bonus structure with high earning potential

- Training and ongoing coaching

- Fast-paced, team-driven environment

- Opportunity for advancement within the company.

Ideal Candidate:

You are competitive, persistent, and comfortable speaking with business owners all day. You thrive in a performance-based environment and are motivated by the opportunity to earn bonuses based on results