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    Account Executive Senior (Structured Finance)

    Pathward

    Remote
    Financial
    Hybrid
    See your match score
    Posted 2 weeks ago
    Work Type

    On-site

    Vertical

    Financial

    Source

    jobscollider

    About this role

    We are a hybrid, remote-office company dedicated to growing our talent anywhere!

    We have onsite locations in: Sioux Falls, SD,  Scottsdale, AZ,  Louisville, KY,  Troy, MI,  Franklin, TN,  Easton, PA.

    At Pathward, we take tremendous pride in our purpose to create financial inclusion for all™. We are a financial empowerment company that works with innovators to increase financial availability, choice, and opportunity for all.

    We strive to remove barriers that traditional institutions put in the way of financial access, and promote economic mobility by providing responsible, secure, high quality financial products.

    We are a team of problem solvers and innovators who celebrate our differences and know that our unique perspectives make us stronger and well-positioned for success.  We celebrate, and embrace, our team members through our *HUMBLE*HUNGRY*SMART approach, and we believe that we are strongest when we embrace the voices of our employees, customers, partners, and the communities we serve.

    About the Role:

    Manage all aspects of an assigned portfolio of accounts, ensuring the relationships meet corporate standards for risk, profitability, factoring and asset-based lending services, and financial controls.

    What You Will Do:

    Manage portfolio through complete and current knowledge of client’s financial condition, management’s performance and industry trends, and take timely action so client losses are minimized and do not exceed budgeted standards. Review and process loan advances for pre‑development, development, construction, and revolving credit facilities.

    Coordinate with third‑party vendors, clients, and internal teams to ensure all disbursements are accurate, in compliance, and completed in a timely manner. Conduct ongoing credit assessments, monitor account performance, and proactively identify emerging risks or opportunities within the portfolio by reviewing financial statements, covenant compliance, and production reports.

    Build and maintain strong re

    Selling Motion

    Prospecting

    Channel / Partner

    Sell through partners, resellers, or alliances

    Buyer Persona

    C-Suite

    Selling to executive decision-makers

    Requirements at a Glance

    Bachelor's Degree·Required

    Typical Day — Account Executive

    Demos4–6/week
    Client meetings3–5/week
    Proposals2–3/week
    Pipeline review1–2×/week

    Estimates based on role type and selling motion — actual may vary by company.

    Role Signals

    Green Flags

    ✓
    Remote Friendly

    Location flexibility

    Financial Services — Interview Intel

    Typical Sales Cycle

    3–6 months (Retail) · 6–18 months (Institutional)

    Common Buyer Objections

    • "Regulatory concerns — need compliance approval"
    • "We already have a vendor for this"
    • "Need to see 3-year track record"
    • "Committee-based decision — multiple approvers"

    Key Industry Metrics

    AUM (Assets Under Management)Risk-Adjusted ReturnsCompliance Pass RateClient Retention RateRevenue Per Advisor

    Hot Topics to Reference

    • • AI in fraud detection and compliance
    • • Open banking APIs
    • • ESG investing mandate shifts
    • • Embedded finance partnerships

    Use these insights to speak the buyer's language in interviews.

    Tags

    sales
    —

    Walk me through your discovery process.

    Template question
    —

    How do you handle a prospect who goes silent mid-deal?

    Template question
    —

    Tell me about your largest closed deal and the sales cycle.

    Template question
    —

    How do you build business cases for stakeholders?

    Template question
    —

    Describe a deal you lost and what you learned.

    Template question
    Research Pathward's product, recent news, and key competitors
    Review relevant certifications and licensing requirements
    Review the job description and map your experience to each requirement
    Role Insights

    As an Account Executive with Pathward, you'll own the entire revenue pipeline and be measured on quota attainment.

    Trust-building is paramount — prospects need confidence in your expertise.

    Are you a closer?

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