National Account Executive

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Cardinal Financial Consulting

WebsiteLinkedInAll Job Openings

2 - 10 employees

Founded 2021

💼 Consulting

💸 Finance

🤝 B2B

Consulting • Finance • B2B

Cardinal Financial Consulting is a founder-led financial services firm that provides forensic accounting, fractional CFO services, and bookkeeping aimed at growth-stage entrepreneurs and businesses preparing for scaling, M&A, or due diligence. The firm emphasizes transparent pricing, senior-led oversight (led by CEO Ryan Yates with 18 years in alternative investments), and services such as forensic readiness, valuation & damages, tax planning, and clean financial records to support strategic decisions and legal/transactional scrutiny. They position themselves between large firms and junior bookkeepers, offering recurring bookkeeping and monthly CFO engagements as well as hourly forensic work.

📋 Description

• Prospect and build a pipeline of broker partners • Execute outbound sales through phone, email, and marketing • Manage pipeline and performance metrics • Support brokers with product knowledge, process, and technology • Deliver virtual presentations on Cardinal's platform and value proposition • Collaborate with operations teams to ensure execution excellence • Maintain CRM activity and data accuracy • Provide world-class follow-up and relationship management

🎯 Requirements

• Bachelor's degree or equivalent experience • 1+ year of sales experience (mortgage experience a plus) • 1+ year of mortgage experience • Strong phone presence and ability to build rapport quickly • High activity level and resilience in a sales environment • Competitive mindset and desire to win • Strong communication, organization, and problem-solving skills

🏖️ Benefits

• Full benefits beginning the first of the month following your start date (Medical, Dental, Vision, Life, Disability, and more) • Generous PTO package including all major holidays • 401(k) w/ 50% match up to a maximum employee contribution of 5% - Beginning the 1st of the month following 30 days of employment