Bluevine
Finance / FinServ
AccountExecutive
Neural analysis suggests this role is
optimal for Entry candidates.
“Account Executive at Bluevine. Skills: sales, account management. Make at least 35-50 calls & send ~40 emails per day to warm leads and approvals. Manage a pipeline of up to 100 prospects in various stages of the sales cycle, including underwriting review, and closing”
What You'll Achieve.
hit monthly volume; booking rate; cross-sell targets
Industry & Context.
What They're Looking For.
Must Have
1+ years of telephone sales experience, Proven ability to meet and exceed sales quota, Excellent written and verbal communication, Uncompromising hustle and integrity
Nice to Have
Spanish speaking is a plus, experience in a Fintech and/or selling to SMBs
What You'll Do.
Make at least 35-50 calls & send ~40 emails per day to warm leads and approvals
Manage a pipeline of up to 100 prospects in various stages of the sales cycle
including underwriting review
Consistently hit monthly volume
booking rate and cross-sell targets
Serve as a trusted advisor to SMB owners
ensuring that they are connected with the correct BlueVine product
Utilize sales engagement tools
lead management software
and CRMs to optimize pipeline management
How You'll Work.
Communication Scope
Excellent written and verbal communication
Full Job Description
About Bluevine Bluevine is the largest small business banking platform in the U.S., redefining how entrepreneurs manage their money. We create modern financial solutions, from checking and lending to payments and beyond, designed to help small business owners grow, thrive, and take control of their financial future. Our best-in-class technology, advanced security, and deep understanding of the small business community give our customers the confidence to focus on what they do best. Since 2013, we’ve supported more than 750,000 small businesses nationwide. Backed by leading investors like Lightspeed Venture Partners, Menlo Ventures, 83North, and Citi Ventures, our 500+ person global team shares one mission: to give small businesses the financial tools they need to succeed. We’re innovators driven by big ideas, collaboration, and real impact. Here, you’ll have the freedom to take ownership, grow your career, and make a difference for small business owners across America. Ready to shape what’s next? About the Role: As an Account Executive, you’ll work with small and medium-sized business owners to help grow their businesses with financing options made with SMBs in mind. You will own the full sales cycle, from onboarding to closing, for warm leads interested in Bluevine’s line of credit product. This individual should be willing to hustle, open to learning, passionate about selling, and comfortable in a fast-paced environment. There is great growth potential as our sales organization continues to grow! What You'll Do: Make at least 35-50 calls & send ~40 emails per day to warm leads and approvals Manage a pipeline of up to 100 prospects in various stages of the sales cycle, including underwriting review, and closing Consistently hit monthly volume, booking rate and cross-sell targets Serve as a trusted advisor to SMB owners, ensuring that they are connected with the correct BlueVine product Utilize sales engagement tools, lead management software, and CRMs to optimize p
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