Remote Finance Executive Jobs

About Cardiff

Cardiff helps small businesses access fast, flexible funding through a lending experience built around speed, transparency, and real partnership

Since its inception in 2004, Cardiff has deployed over $12 billion in capital nationwide, leveraging tech-driven underwriting and high-touch service to help entrepreneurs secure the funding they need with speed

By bridging the gap between innovative fintech and authentic human partnership, Cardiff serves as a strategic ally to diverse industries, including construction, logistics, healthcare, and professional services.

Account Executive, Equipment Finance Division

WHY THIS ROLE MATTERS

The 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.

POSITION SUMMARY

The 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.

WHAT SUCCESS LOOKS LIKE

The initial 90-day period for an Sr Equipment Account Executive centers on establishing the routine habits and domain expertise required to drive high-velocity conversion from marketing qualified lead to funding.

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

KEY RESPONSIBILITIES

• 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
• When a funded client falls into default, serve as the primary point of contact to communicate with the client and work toward restoring the account to good standing

REQUIRED 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

WHO YOU ARE

• You are highly organized and naturally proactive
• You thrive in fast-moving environments with evolving priorities
• You enjoy solving operational problems and improving systems
• You communicate clearly and follow through consistently
• You balance strategic thinking with a willingness to execute

THIS ROLE MAY NOT BE A FIT IF YOU:

• Prefer highly structured corporate environments
• Need extensive direction or oversight
• Dislike fast-changing priorities
• Prefer maintaining systems over building and improving them

HOW WE WORK

• High ownership and accountability
• Fast-moving, low-bureaucracy environment
• Collaborative and solutions-oriented culture
• AI-assisted workflows and continuous improvement encouraged
• Strong preference for people who improve systems, not just maintain them

COMPENSATION & 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.

TOOLS & ENVIRONMENT

Our team works in the following tools, familiarity is a plus, not a requirement:

• Mac
• Google Workspace
• Slack
• Zoom

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.