Account Executive - Direct Sales

Charge Your Career Forward™  


Miami, FL

Account Executive - Direct Sales

Idea Financial is hiring an entry level Account Executive to join our growing Direct Sales team. This role will report to the Director of Revenue and will be on the front lines of helping us acquire new clients. You will have an integral role and learn a lot by supporting our Direct Sales channel. Business development and cultivating new clients is crucial to the success and growth of Idea Financial. Success in this role is measured by ability to achieve weekly and monthly KPIs.

  • Be the voice of Idea Financial
  • Call sales leads to identify client needs and begin the application process
  • Work with internal stakeholders to have client approved and funded
  • Communicate clearly with clients and Underwriting, helping to facilitate a quick turn time on fundings
  • Deliver consistent and timely results
  • Utilize Salesforce to track the status of your activity and sales pipeline
  • Provide feedback on effectiveness of connecting with clients
Minimum requirements
  • Proven ability to meet and exceed quota/goal oriented
  • High energy level
  • Strong Organizational and time management skills
  • Microsoft Office Suite
  • Salesforce a plus
  • Must be available to work in Downtown Miami
What we offer
  • A challenging and rewarding early-stage startup opportunity with unlimited growth potential
  • A beautiful open concept office space located in the heart of downtown Miami - walking distance from public transit and a variety of local restaurants and cafes  
  • A fun, friendly, and talented team that is passionate about financial technology and helping small businesses succeed
  • Generous benefits and perks including medical and dental insurance, 401k, unlimited snacks, flexible vacation policy, casual dress, free gym membership, team lunches and culture events

Idea Financial is an equal opportunity employer. At Idea Financial, we make all employment decisions without regard to sex, sexual orientation, gender identity, race, color, religion, age, national origin, pregnancy, citizenship, disability, service in the uniform services, or any other classification protected by federal, state, or local law.

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