Sales Funding Specialist

We’re seeking a driven, resilient, and financially savvy Sales Funding Specialist to join our dynamic team. This role is ideal for someone with a background in sales who thrives in a fast-paced environment and is passionate about helping businesses access short-term funding solutions.

As a Funding Specialist, you’ll be the first point of contact for potential clients, responsible for qualifying leads, educating them on revenue-based lending, and bridging the connection to our Funding Executives. Your success will be measured by your ability to consistently generate qualified opportunities and maintain a strong closing pipeline.

• Client Outreach:
  Initiate contact via phone, email, and text; maintain consistent follow-up. High call volume environment with progressive dialer (200+ per day)
• Qualification:
  
  Assess client eligibility based on revenue, industry, and funding needs.
• Pre-Sales Engagement:
  • Explain revenue-based lending and our unique value proposition.
  • Set realistic expectations based on client financials.
  • Share tailored examples of funding products.
  • Secure applications, 6 months of bank statements, current MTD, and other required documents.
• Pipeline Management:
  • Log tasks, track communications, and ensure timely follow-ups.
• Bridge to Funding Executive:
  • Warm transfer or schedule calls with closers.

• Finance Background:
  Understanding of credits vs. debits, loan structures, and risk-based pricing.
• Sales
  
  Experience:
  
  Comfortable making outbound calls and handling frequent rejection.
• Resilient & Persistent: “Always fishing” mindset with a 25% close rate on qualified leads.
• Strong Communicator:
  Able to speak confidently with business owners and decision-makers.
• Competitive mindset and team-oriented attitude.

• High-Earning Potential:
  Top performers earn $150K+ annually.
• Fast-Paced Environment:
  Ideal for self-starters who thrive on momentum.
• Supportive Team:
  Work closely with experienced closers and submission agents.
• Growth Opportunities:
  Expand your career in a booming alternative finance industry.