[Hiring] Sr. Account Executive, Equipment Finance Division @Cardiff

Role Description

The Sr Equipment Account Executive owns the most important transition in the sales process, turning marketing qualified leads into funded deals. Their performance directly impacts revenue, growth, and the return on all the work completed before the approval stage.

The Sr Equipment Account Executive manages the critical transition from marketing qualified lead to funding, ensuring approved files successfully reach final execution. This role drives conversion through diligent closing processes, ownership of the full sales cycle, understanding vendors and lender requirements.

Success in this role is defined by:

• Establishing routine habits and domain expertise required to drive high-velocity conversion from marketing qualified lead to funding within the first 90 days.

• First 30 Days: Foundational Knowledge
  • Master the end-to-end mechanics of Cardiff’s funding lifecycle.
  • Attain technical proficiency in CRM workflows and operational reporting.
  • Develop collaborative relationships with underwriting and operations partners.
• Days 31–60: Pipeline Execution
  • Transition to independent management of an active approval pipeline.
  • Execute clear, professional communications with all parties.
  • Identify and proactively mitigate common funding bottlenecks.
• Days 61–90: Performance Impact
  • Deliver steady Cardiff Internal Unit contributions via successful deal closings.
  • Display advanced pipeline oversight and accurate revenue forecasting.

Qualifications

• Minimum 2 years of Equipment Finance experience.
• Experience in Equipment Financing, small business lending, or financial services preferred.
• Strong verbal and written communication skills.
• Proven track record of consistent close rates and quota attainment.
• Proficient in Salesforce or comparable CRM.

Requirements

• Contact marketing qualified applicants promptly and present multiple options for equipment financing.
• Effectively communicate value, address objections, and close the funding.
• Gather all required stipulations and manage every condition needed to reach funded status.
• Maintain accurate pipeline activity and file disposition in Salesforce.
• Serve as the primary point of contact for funded clients who fall into default and work toward restoring the account to good standing.

Benefits

• $66,000 annual base ($31.73 per hour, overtime eligible) + Commission.
• Comprehensive medical, dental, and vision coverage.
• 401(k).
• Flexible Paid Time Off (PTO) and observed holidays to promote sustainable performance and balance.

Company Description

Cardiff, Inc., is an Equal Opportunity Employer. We are committed to creating a diverse and inclusive workplace and do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other characteristic protected by applicable law.