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Sr. Account Executive

  • Toronto, ON, Canada

Full-time

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Job details

Job type
Full-time
Apply by
Experience
5+ Years of direct closing experience.
Posting language
English
Posted

Original job description

Job Title: Sr. Account Executive

Location: Toronto

About Boundless

Boundless AI is a leading debt marketplace leveraging real-time risk data to match businesses with the right lenders. Our mission is to empower businesses by providing them with the optimal financing solutions tailored to their unique needs, enabling them to achieve their growth and innovation goals.

Job Description

We are seeking a dedicated Sr. Account Executive to join our team. In this role, you will play a crucial part in helping businesses source the right capital for their needs. You will work closely with businesses to understand their financial requirements, assess their risk profiles, and connect them with suitable lenders. Your expertise and guidance will be essential in ensuring that businesses secure the funding they need to thrive.

Key Responsibilities

  • Client Consultation: Engage with businesses to understand their financing needs, goals, and challenges. Conduct thorough consultations to gather detailed information about their financial situation.
  • Risk Assessment: Utilize Boundless’ advanced algorithms and real-time risk data to assess the creditworthiness and risk profiles of businesses.
  • Capital Sourcing: Identify and connect businesses with the most suitable lenders, ensuring they receive optimal financing solutions tailored to their specific requirements.
  • Advisory Services: Provide expert advice and guidance to businesses on financing options, loan structures, and repayment strategies.
  • Relationship Management: Build and maintain strong relationships with clients, ensuring a high level of satisfaction and trust throughout the financing process.
  • Market Insights: Stay updated on industry trends, lender offerings, and market conditions to provide informed recommendations to clients.
  • Documentation and Compliance: Assist businesses in preparing necessary documentation and ensure compliance with lender requirements and regulations.

Qualifications

  • Bachelor’s degree in Finance, Business Administration, or a related field.
  • 5+ Years of direct closing experience.
  • Proven experience in financial consulting, lending, or a related role, with a strong understanding of business financing options.
  • Excellent analytical skills with the ability to assess risk and creditworthiness.
  • Strong communication and interpersonal skills, with the ability to build rapport and trust with clients.
  • Detail-oriented and highly organized, with the ability to manage multiple clients and projects simultaneously.
  • Proficiency in financial analysis tools and software.

What We Offer

  • Opportunity to work with a dynamic and innovative team in a fast-growing company.
  • Professional development opportunities and career growth.
  • A collaborative and supportive work environment.

Boundless is an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

More about this job

Responsibilities

Consult with businesses to understand their financing needs, assess their risk profiles, and connect them with suitable lenders and financing options. Advise clients throughout the financing process, manage relationships, monitor market conditions, and support documentation and compliance.

Requirements

Requires a bachelor's degree in Finance, Business Administration, or a related field, along with at least five years of direct closing experience. Candidates should have relevant financial consulting or lending experience, strong analytical and communication skills, proficiency with financial analysis tools, and the ability to manage multiple clients and projects.

Skills

  • Client Consultation
  • Financial Needs Assessment
  • Risk Assessment
  • Creditworthiness Analysis
  • Capital Sourcing
  • Financial Advisory
  • Relationship Management
  • Market Research
  • Financial Documentation
  • Regulatory Compliance
  • Financial Analysis
  • Communication
  • Interpersonal Skills
  • Organization
  • Client Management

Benefits

  • Professional Development Opportunities
  • Career Growth
  • Collaborative Work Environment
  • Supportive Work Environment

Visa sponsorship

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Categories

  • Sales
  • Finance & Accounting
  • Consulting
  • Customer Service & Support

Keywords

  • Business Financing
  • Debt Marketplace
  • Lending
  • Capital Sourcing
  • Creditworthiness
  • Risk Assessment
  • Real-Time Risk Data
  • Financial Consulting
  • Loan Structures
  • Repayment Strategies
  • Financial Analysis Tools
  • Client Consultation
  • Relationship Management
  • Market Conditions
  • Lender Requirements
  • Regulatory Compliance
  • Direct Closing Experience

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