Client Success Manager

Idea Financial has loaned small businesses nearly $1 billion and it’s all done through our sales team. These sales all come with commissions for our sales team and we have paid millions of dollars in commission to our team. Simply by meeting your attainable goals, you can expect to earn 6 figures. You’ll also have prime health insurance, matching 401k, and a fun and challenging work environment.

If you show you are enterprising and creative, you can grow within the organization and earn a lot more money. And while you’re earning good money, you’ll be learning about how small businesses operate. Do you aspire to have your own business one day? There’s no better way to educate yourself than to talk to those people that have taken that risk and reaped the rewards.

Come work for the engine of the American economy. Come work at Idea Financial.

Idea Financial is hiring a Client Success Manager to join our Sales team. This role will report to the Customer Relationship Manager and will be on the front lines of helping us facilitate small business lending opportunities to our book of clients. You will present renewal offers and develop relationships with your clients to ensure we remain their top financing source.

You will interact with various departments such as underwriting, risk and finance to facilitate additional funding. In this highly visible and strategic position you will play an integral role in driving top line growth and revenue to the organization. Success in this role is measured by your ability to deliver results through the achievement of monthly sales goals and increased client production and retention.

This list of duties and responsibilities is not intended to be all-inclusive and may be expanded to include other duties or responsibilities as necessary.

• Be the voice of Idea Financial and help promote Idea Financial products
• Engage with our clients frequently on best practices, their performance with us, how our products work, and how we can best serve them
• Communicate clearly with, clients, and the underwriting team to facilitate a quick turnaround on funding residual loans
• Ensure we have complete information to process renewals on existing clients
• Deliver consistent, transparent, and timely responses
• Utilize Salesforce to track the status of your activity and loan pipeline

• Financial experience dealing with the full sales cycle in lending products preferred
• Desire not only to exceed, but to crush all goals and quotas
• You must be a self-starter that seeks their own success.
• You need to use all communications channels effectively…phone calls, emails, texts., in-person meetings, zoom.
• You need to be accountable to your team and to yourself, meaning you show up on time, ready to work when expected. We all work together here and rely upon one another.
• Proficient in Sales Force.
• Friendly, outgoing, hardworking, and willing to challenge those around you to be great.

• Uncapped commissions and unlimited earning potential
• A new beautiful open concept office space located in the heart of Miami – Waterford Business District.
• Clear and concise goals and objectives
• Highly visible revenue generating role where you will know what your impact and contribution is to the success of the Organization
• Unlimited growth potential
• A collaborative, supportive, fast paced work environment where we collectively work hard and enjoy a company culture steeped in reward and appreciation for a job well done.
• A fun, friendly, and talented team that is passionate about financial technology and helping small businesses succeed
• Generous benefits and perks including a matching 401K plan, medical, dental, and flexible paid time off policy.
• 401(k)
• 401(k) matching
• Health insurance
• Life insurance
• Vision insurance
• Unlimited PTO

Competitive salary with full benefits and performance-based compensation.

$48,000.00 + Commissions

Full-time

• Monday to Friday

Idea Financial is an equal opportunity employer. At Idea Financial, we make all employment decisions without regard to sex, sexual orientation, gender identity, race, color, religion, age, national origin, pregnancy, citizenship, disability, service in the uniform services, or any other classification protected by federal, state, or local law.

Idea Financial™ is a registered trademark of Idea 247 Inc. All Idea Financial business credit lines are issued by Idea Financial. All products are subject to Idea Financial’s final approval. You may qualify for a credit limit of up to $275,000. Your actual credit limit may vary. Terms and conditions will be provided to applicants during the application process. Terms and conditions are subject to periodic review and changes, including credit limits and pricing reductions, credit limit and pricing increases, or account closures.