Creative Capital Solutions ยท 3 days ago
Account Executive
Creative Capital Solutions is a commercial finance company specializing in providing capital solutions to small and mid-sized businesses across the United States. They are seeking results-driven Account Executives to join their private credit division, responsible for prospecting businesses, conducting needs assessments, and managing the sales process through close.
Responsibilities
Execute high-volume outbound calling campaigns (300-600+ attempts daily) using company-provided power dialer technology
Identify and qualify small and mid-sized businesses requiring commercial financing solutions
Build and manage a robust sales pipeline through consistent daily prospecting activity
Conduct discovery calls to assess business financing needs and capital requirements
Present tailored financing solutions aligned with client business objectives
Collaborate with processing team and senior advisors to structure and close transactions
Maintain accurate records of all sales activities and client interactions in CRM system
Develop long-term relationships with funded clients to generate repeat business
Build referral partnerships with clients, accountants, attorneys, and business networks
Create a book of recurring clients that generates predictable revenue streams
Meet or exceed monthly and quarterly performance metrics
Participate in ongoing training and professional development programs
Qualify for merit-based commission rate increases based on performance milestones
For top performers: Opportunities to mentor junior advisors and eventually lead sales teams
Qualification
Required
Demonstrated ability to thrive in a high-activity, outbound sales environment
Strong communication skills with ability to build rapport with business owners
Self-motivated with proven ability to work independently without direct supervision
Resilience and ability to handle rejection professionally
Commitment to following established sales processes and best practices
Reliable home office setup with high-speed internet connection
Legal authorization to work in the United States
Preferred
1-3 years of B2B sales experience (SDR, BDR, or Account Executive roles)
Previous experience in financial services, lending, or fintech
Track record of meeting or exceeding sales quotas
Experience with CRM systems (Salesforce, HubSpot, or similar)
Familiarity with SMB markets and business operations