Account Executive / Sales Lead – SMB AltLending SaaS

Qualifications

• You have experience selling B2B SaaS or data/analytics products, ideally in fintech, lending, or private credit
• You understand—or can quickly learn—MCA, RBF, underwriting workflows, portfolios, and capital allocation
• You’re credible and comfortable engaging with operators, investors, and executive teams
• You sell consultatively, not by feature-dumping
• You operate independently, take ownership, and thrive in a lean, founder-led environment
• You value clarity, integrity, and long-term relationships over short-term wins
• 5+ years of experience in B2B sales or business development
• Experience owning deals end-to-end with $12k–$100k+ annual contract values
• Strong written and verbal communication skills
• Comfort working in a fast-moving, resource-efficient environment
• Ability to understand complex products and explain them clearly to non-technical audiences
• Nice-to-Have (Not Required)
• Prior experience in SMB AltLending, MCA, RBF, or private credit
• Experience selling analytics, risk, or data platforms
• Existing industry relationships
• Experience working with CRMs, LOS/LMS platforms, or fintech integrations

Responsibilities

• We are seeking a Sales Lead / Account Executive to own and scale revenue across SMB AltLending clients
• This is a full-time, remote role working closely with the Founder & CEO
• It is a consultative, high-trust sales position focused on experienced operators, executives, and investment teams
• You will lead deals end-to-end—from initial conversation through close—and play a meaningful role in shaping AdvanceIQ.ai’s go-to-market strategy, positioning, and sales process
• The role involves direct client engagement, pipeline ownership, and close collaboration with internal product and analytics teams to ensure a strong customer experience from first call through onboarding
• Own the full sales cycle: outbound, inbound, discovery, demos, proposals, negotiation, and close
• Sell AdvanceIQ.ai’s SaaS products (PortIQ, SMB RiskIQ, ARIA) to originators, brokers, syndicators, and investors
• Conduct thoughtful, domain-aware discovery conversations with senior decision-makers
• Translate client needs into clear product value propositions and ROI narratives
• Manage pipeline, forecasting, and deal progression with discipline and accuracy
• Coordinate with product and analytics teams to support pilots, trials, and onboarding
• Represent AdvanceIQ.ai at industry events, conferences, and partner meetings
• Contribute to refining messaging, pricing, packaging, and sales collateral over time

Full Description

Company Description

AdvanceIQ.ai is an AI-powered risk and portfolio intelligence platform purpose-built for the SMB AltLending market, including MCA and revenue-based financing.

Its product suite—PortIQ, SMB RiskIQ (SRI), and ARIA (AdvanceIQ.ai Risk Intelligence Agent)—combines deep industry expertise with advanced analytics to deliver portfolio intelligence, risk assessment, and AI-driven insights. AdvanceIQ.ai helps originators, brokers, syndicators, and investors make faster, smarter, and more profitable decisions across underwriting, pricing, and portfolio management.

AdvanceIQ.ai also partners with leading technology providers to embed its capabilities directly into third-party systems (CRMs, LOS/LMS platforms, and servicing environments), enhancing workflows and delivering value through seamless integration.

The company is focused on driving efficiency, clarity, and innovation in SMB AltLending decision-making.

Role Description

We are seeking a Sales Lead / Account Executive to own and scale revenue across SMB AltLending clients.

This is a full-time, remote role working closely with the Founder & CEO.

This is not a high-volume SDR role.

It is a consultative, high-trust sales position focused on experienced operators, executives, and investment teams.

You will lead deals end-to-end—from initial conversation through close—and play a meaningful role in shaping AdvanceIQ.ai’s go-to-market strategy, positioning, and sales process.

The role involves direct client engagement, pipeline ownership, and close collaboration with internal product and analytics teams to ensure a strong customer experience from first call through onboarding.

Key Responsibilities

• Own the full sales cycle: outbound, inbound, discovery, demos, proposals, negotiation, and close

• Sell AdvanceIQ.ai’s SaaS products (PortIQ, SMB RiskIQ, ARIA) to originators, brokers, syndicators, and investors

• Conduct thoughtful, domain-aware discovery conversations with senior decision-makers

• Translate client needs into clear product value propositions and ROI narratives

• Manage pipeline, forecasting, and deal progression with discipline and accuracy

• Coordinate with product and analytics teams to support pilots, trials, and onboarding

• Represent AdvanceIQ.ai at industry events, conferences, and partner meetings

• Contribute to refining messaging, pricing, packaging, and sales collateral over time

Who You Are

• You have experience selling B2B SaaS or data/analytics products, ideally in fintech, lending, or private credit

• You understand—or can quickly learn—MCA, RBF, underwriting workflows, portfolios, and capital allocation

• You’re credible and comfortable engaging with operators, investors, and executive teams

• You sell consultatively, not by feature-dumping

• You operate independently, take ownership, and thrive in a lean, founder-led environment

• You value clarity, integrity, and long-term relationships over short-term wins

Required Qualifications

• 5+ years of experience in B2B sales or business development

• Experience owning deals end-to-end with $12k–$100k+ annual contract values

• Strong written and verbal communication skills

• Comfort working in a fast-moving, resource-efficient environment

• Ability to understand complex products and explain them clearly to non-technical audiences

Nice-to-Have (Not Required)

• Prior experience in SMB AltLending, MCA, RBF, or private credit

• Experience selling analytics, risk, or data platforms

• Existing industry relationships

• Experience working with CRMs, LOS/LMS platforms, or fintech integrations