Re-engage previously funded small-business clients and convert paid-in-full accounts into new funding opportunities. The role involves high-volume outbound calling, consultative selling, Salesforce lead and funnel management, SMS and email follow-up, performance analysis, quota attainment, and collaboration with internal funding teams. The senior representative will also mentor junior staff, pilot new sales technology, and provide feedback on process improvements.

Manage a portfolio of small and medium business customers to grow relationships and identify additional capital solutions. Analyze business and financial histories, own the sales process from approval to close, use data to prioritize opportunities, and meet monthly quota in a fast-paced environment.

Lead sales analytics and reporting to drive revenue and efficiency. Build Tableau and Salesforce dashboards, analyze pipeline health, perform ad-hoc and pilot analyses, partner with sales leadership and cross-functional teams, administer compensation and CRM updates, and evaluate/implement AI-driven sales tools to optimize performance.