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.
Key Responsibilities
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.
Explain revenue-based lending and our unique value proposition.
Set realistic expectations based on client financials.
Share tailored examples of funding products.
Log tasks, track communications, and ensure timely follow-ups.
Bridge to Funding Executive:
Warm transfer or schedule calls with closers.
Ideal Candidate Profile
Sales Experience: Comfortable making outbound calls and overcoming objections.
Strong Communicator: Able to speak confidently with business owners and decision-makers.
Resilient & Persistent: “Always fishing” mindset with a 25% close rate on qualified leads.
Competitive mindset and team-oriented attitude.
Finance Background: Understanding of credits vs. debits, loan structures, and risk-based pricing.
Why Join Us?
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.
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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.
Key Responsibilities
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.
Explain revenue-based lending and our unique value proposition.
Set realistic expectations based on client financials.
Share tailored examples of funding products.
Log tasks, track communications, and ensure timely follow-ups.
Bridge to Funding Executive:
Warm transfer or schedule calls with closers.
Ideal Candidate Profile
Sales Experience: Comfortable making outbound calls and overcoming objections.
Strong Communicator: Able to speak confidently with business owners and decision-makers.
Resilient & Persistent: “Always fishing” mindset with a 25% close rate on qualified leads.
Competitive mindset and team-oriented attitude.
Finance Background: Understanding of credits vs. debits, loan structures, and risk-based pricing.
Why Join Us?
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.
#J-18808-Ljbffr