Account Executive
At a glance
Mid-level Account Executive role at vaultcredit. Surrey · full-time.
Pay not stated
Growth Roles summary, based on the employer's posting.
What you'll do
- Manage business-owner financing opportunities from initial contact through approval, funding, and renewal
- Assess bank statements and financial records, then shape terms around each client’s cash flow and needs
- Explain rates, repayment structures, and repeat-funding options while keeping client timelines on track
- Build a self-generated pipeline through brokers, accountants, associations, and other referral relationships
- Maintain accurate CRM activity and review which partnership efforts produce results
What you bring
- You are based in British Columbia, Alberta, or the Prairies and bring relevant local business contacts
- You have built territories and relationships through in-person field sales, alongside phone-based selling experience
- You can develop partnerships and business opportunities beyond an assigned lead queue
- You communicate strongly in spoken and written English; French is an asset
- You can work independently, stay organized remotely, and use technology comfortably
Who this fits
You’ll suit this role if you can combine working-capital financing sales with territory building and referral development. It is a full-time, remote work-from-home position for someone located in Western Canada. The role favors an independent seller who can manage a pipeline, build partnerships, and grow a regional book of business.
From the employer
Account Executive
Sales – Western Canada, Remote (Work From Home)
Location: Western Canada (British Columbia, Alberta, or the Prairies) — Remote / Work From Home
Type: Full-Time
Ready to make it to the next level in life? Vault Credit is looking for an experienced Account Executive to grow our presence across Western Canada. This is a remote, work-from-home role for someone based in Western Canada who already knows how to build a territory, sell working capital financing, and bring in business.
Summary
Own and grow Vault Credit's working capital lending business across Western Canada — building relationships with business owners and referral sources, structuring the right financing solution for each client, and guiding them through a smooth process from first contact to funding.
Primary Responsibilities — Account Executive, Working Capital Sales
- Manage a full pipeline of business owners seeking working capital financing, from first contact through funding and renewal.
- Structure and present working capital financing options tailored to each client's cash flow, revenue, and business needs.
- Reach out to and respond to inbound and self-sourced leads seeking financing.
- Evaluate bank statements, financial statements, and overall business file to assess deal viability and structure appropriate terms.
- Ensure compliance with lending requirements and underwriting standards throughout the process.
- Walk clients through the approval and funding process, managing timelines and expectations at every step.
- Explain all aspects of the loan clearly to clients — rates, terms, payment structure, and renewal or repeat-funding options.
- Manage and grow an active book of business, including proactive follow-up on renewals and repeat funding opportunities.
- Keep pipeline and account activity current and accurate in the CRM.
Business Development & Partnerships (Western Canada)
- Identify, build, and maintain relationships with brokers, referral partners, and industry contacts across Western Canada to create a consistent, self-sourced pipeline.
- Develop partnerships with accountants, business associations, and other referral sources who work directly with small and medium-sized business owners.
- Represent Vault Credit in the Western Canada market — networking and building the company's presence and reputation in the region.
- Own the growth strategy for Western Canada as a territory — proactively identifying where new business and partnership opportunities exist, rather than only working assigned leads.
- Track and report on partnership and business-development activity: what's converting, what isn't, and where to focus next.
Seeking a Candidate Who
- Has prior field sales experience — has built relationships and territory in person, not just over the phone.
- Is based in Western Canada with an existing network of business contacts, referral sources, or partnerships they can bring to the role.
- Has experience selling over the phone; financial industry/cold calling an asset.
- Has experience in, or an aptitude for, business development and partnership-building — not just working an existing lead queue.
- Has strong communication skills, English written & spoken (French an asset).
- Is comfortable and disciplined working independently in a remote, work-from-home setup.
- Is technology literate.
- Is positive, hard-working, and reliable.
We Offer
- Excellent pay structure
- Remote, work-from-home flexibility
- Room for advancement
- One-on-one training
We thank all interested candidates, however, due to the volume of applications received, only those candidates selected for interviews will be contacted.
Vault Credit Corporation is committed to creating a diverse environment and is proud to be an equal opportunity employer. Upon request, Vault Credit Corporation will provide reasonable accommodation during the recruitment and selection process. Should you require accommodation, please advise.
Looking forward to meeting our next top shooter in Western Canada.
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