Regional 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

• Build and expand a broker client base within your territory • Develop and execute strategic sales plans to grow production • Manage pipeline, performance metrics, and account activity • Drive wallet share and market share across your accounts • Deliver training on products, process, and the Octane platform • Conduct in-person sales visits, presentations, and relationship-building activities • Provide market intelligence and act as a trusted advisor to broker partners • Collaborate with operations to ensure execution excellence

🎯 Requirements

• 4+ years as a top-performing Wholesale AE • Established book of broker relationships • Deep knowledge of GSE guidelines, RESPA, TILA, QM, TRID, and related regulations • Strong technology fluency (LOS, CRM, pricing engines, underwriting tools) • High energy, competitive mindset, and strong sales discipline • Ability to travel approximately 75% within your territory

🏖️ 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 • 401K w/ 50% match up to a maximum employee contribution of 5% - Beginning the 1st of the month following 30 days of employment