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Account Executive

Jules and Associates, Inc.
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Role Summary

We are seeking a driven Account Executive to originate, develop, and close small- to mid-ticket equipment financing transactions nationwide. This role is ideal for someone with B2B sales experience who wants to advance their career in a highly respected, privately held finance company known for its integrity, agility, and competitive deal structures.

 

As an Account Executive, you will build and manage a pipeline of vendor and end-user relationships while leveraging JAA’s long-standing reputation and underwriting strength. You’ll receive mentorship from industry veterans, direct access to decision-makers, and full autonomy to run your business inside a stable and well-capitalized platform.

 

Core Responsibilities

  • Develop and manage a strong pipeline of equipment financing opportunities
  • Prospect and build new vendor and end-user relationships
  • Present customized lease and loan options based on client needs
  • Guide opportunities from initial contact through credit review, documentation, and funding
  • Maintain consistent activity tracking and pipeline management within the CRM
  • Collaborate closely with underwriting and operations to ensure smooth deal execution
  • Represent JAA professionally in all client interactions, events, and partner conversations
  • Leverage market insights to identify expanding industries and new growth segments

 

Required Qualifications

  • 1–3+ years of experience in equipment financing, leasing, or B2B financial sales
  • Strong communication, client-service, and relationship-building skills
  • Ability to understand basic credit concepts and financial statement review
  • Demonstrated ability to manage a sales pipeline and meet production metrics
  • Self-motivated, accountable, and able to perform independently
  • High attention to detail and consistent follow-through

 

Preferred Qualifications

  • Experience selling equipment financing/leasing solutions
  • Existing vendor relationships or book of business
  • CRM experience
  • Bachelor's degree in Business, Finance, or related field