Account Executive at Fundbox (Dallas, TX)

| Dallas-Fort Worth, TX
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About Fundbox

Fundbox is a financial platform for small businesses. The company is on a mission to unlock growth for small businesses by providing fast and easy access to financial tools and working capital solutions. Fundbox has connected with over 325,000 businesses, unlocked over $2.5B in working capital, and invested $100M into its AI platform, gaining deep insights into the small business ecosystem.

We were recently selected as one of the top 250 Fintechs out of 17,000 Fintechs and Startups in the industry.  

Fundboxers (as we like to call them) join our amazing team due to our mission of empowering small businesses to realize their full potential with the help of Fundbox.

A lil bit about the Rockstar team you will be working with….

No cold calling or hunting for leads in this role!  Throughout the day you will be assigned hot leads of businesses who were recently approved and are interested in a Fundbox line of credit. You will be surrounded by hard working, team oriented, and driven teammates who are constantly setting record sales goals month over month.

We offer incredible benefits including:

  • Competitive Compensation with uncapped commission (base + bonus) 
  • Comprehensive medical, dental, and vision coverage (1 plan even covers 100% of benefits)
  • A Macbook and office set up stipend 
  • 401k, Life insurance and disability benefits 
  • Generous vacation policy with quota relief 
  • $200/month for UberEats  + snacks & drinks in office
  • Quarterly stipend for wellness activities 
  • Education budget 

Let’s not forget, we were recently certified by Great Place to work with an employee satisfaction rate of 94%.

Our CX org is located in Dallas, SF, NYC, and Atlanta. For 2022, our People continue to have the option to work from home, though our offices in Dallas, SF, and NYC are open on a voluntary basis!

A day in the life of an Account Specialist…

Our inbound sales team is responsible for consulting clients about their business needs, providing product demonstrations, and selling/upselling Fundbox financial products. You love talking on the phone and making a difference. You have a passion for learning and are looking for an opportunity to contribute to a rapidly growing organization. In this role you will:

  • Establish rapport with business owners and key decision-makers
  • Consult businesses on their financial needs and sell/upsell Fundbox
  • Well versed in active listening to overcome the businesses concerns and creatively find ways Fundbox can help each business
  • Maintain high outbound call volume to approved Fundbox customers
  • Wear many hats and communicate cross-functionally on a regular basis
  • Work in a fast-paced environment
  • Be committed to being customer-centric
  • Work hard, celebrate your accomplishments, and have a great work/life balance.
Job Requirements
  • Minimum 2 years of sales experience
  • Customer success/Account Management/Customer Support experience is a plus
  • Track record of meeting and exceeding sales quota
  • Bachelor’s Degree from an Accredited University is a plus 
  • Quick thinker and learner
  • A high degree of work ethic and a positive can do attitude
  • Excellent communication skills
Diversity and Inclusion at Fundbox

We’re proud to be an equal opportunity workplace as we know that diverse teams produce the best work. We’re committed to building a culture of innovation and inclusion across gender, race, age, sexual orientation, religion, disability, and identity. Here at Fundbox, we strive to uphold a system of values we call MOSAIC: Mission, Ownership, Speed, Achva (a Hebrew term meaning to help one another), Innovation, and Clarity. Embracing our diverse backgrounds and abilities allows us to harness our creativity and achieve more, together.

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Technology we use

  • Engineering
  • Product
    • JavaLanguages
    • PythonLanguages
    • SQL AlchemyLibraries
    • PandasLibraries
    • DjangoFrameworks
    • FlaskFrameworks
    • Vue.jsFrameworks
    • React NativeFrameworks
    • RabbitMQFrameworks
    • GunicornFrameworks
    • MongoDBDatabases
    • MySQLDatabases
    • RedisDatabases
    • SnowflakeDatabases
    • ConfluenceManagement
    • JIRAManagement
    • Google WorkspaceManagement

An Insider's view of Fundbox

How would you describe the company’s work-life balance?

We work hard, but Fundbox is not a place where success and work is put above everything else. I feel my contributions are valued, but my mental health and overall well-being are valued above that.


Account Specialist

What makes someone successful on your team?

We encourage initiative, collaboration and ownership. Someone who is successful on our team is a person who sees a high-value problem worth fixing, takes the initiative to lead a project to solve this problem and works collaboratively with other functions to resolve the issue.


Chief Financial Officer

What are Fundbox Perks + Benefits

Volunteer in local community
We know the value of community, and we encourage our employees to volunteer both as a team and on their own. We offer employees yearly paid time off to volunteer for a recognized charity, cause, or no
Friends outside of work
Eat lunch together
Intracompany committees
Daily sync
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Open office floor plan
Unconscious bias training
Diversity manifesto
Diversity Employee Resource Groups
Hiring Practices that Promote Diversity
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Wellness Programs
Team workouts
Mental Health Benefits
Retirement & Stock Options Benefits
Company Equity
Child Care & Parental Leave Benefits
Generous Parental Leave
Flexible Work Schedule
Remote Work Program
Family Medical Leave
Company sponsored family events
Vacation & Time Off Benefits
Generous PTO
Paid Volunteer Time
Paid Holidays
Paid Sick Days
Perks & Discounts
Casual Dress
Commuter Benefits
Company Outings
Free Daily Meals
Stocked Kitchen
Happy Hours
Recreational Clubs
Fitness Subsidies
Home Office Stipend for Remote Employees
Professional Development Benefits
Lunch and learns
Cross functional training encouraged
Promote from within
Continuing Education stipend
Time allotted for learning
Customized development tracks

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