Sales Manager

This is a fully remote position, open to applicants in United States.

📋 Description

• Drive exceptional performance within the designated sales pod by enhancing baseline productivity.

• Facilitate weekly pipeline assessments for each representative, focusing on stage aging, deal velocity, and forecast precision.

• Address stalled deals and take ownership of the pod’s forecast accuracy.

• Produce weekly and monthly performance reports.

• Elevate underwriting, pricing, or structural exceptions to funding partners.

• Manage turnaround times on exception requests while nurturing partner relationships.

• Optimize points per deal and negotiate partner matching as necessary.

• Ensure representatives route Cardiff-eligible deals according to the Cardiff First protocol.

• Maintain accuracy in eligibility determinations and escalate repeated non-compliance issues.

• Intercept Cardiff opportunities related to brokered document requests.

• Oversee onboarding and ramp-up processes for new representatives.

• Conduct call evaluations and coaching sessions that align with the established playbook.

• Address any deviations from playbook standards.

• Participate in at least one interview round for candidates being considered for the pod.

• Record underperformance issues and submit termination recommendations supported by evidence.

⛳️ Requirements

• A Bachelor’s degree in Business, Finance, Sales, Marketing, or a related discipline is preferred.

• An equivalent combination of education and relevant sales leadership experience will be accepted.

• 3–5+ years of experience in business development, merchant cash advance (MCA), financial services, or a high-performance B2B sales setting.

• At least 1–2 years of experience leading, mentoring, or coaching sales professionals.

• Proven track record of managing sales pipelines, forecasting, and enhancing team performance.

• Experience in reviewing sales metrics, KPIs, and performance reports.

• Previous experience with underwriting partners or funding partners is highly desirable.

• Capability to coach and develop sales professionals through performance management and structured feedback.

• Strong leadership, accountability, conflict resolution, and decision-making skills.

• Ability to influence without direct authority and establish trust across various teams.

• Proficient in CRM platforms; Salesforce experience preferred.

• Familiarity with sales reporting and pipeline management tools.

• Competence in analyzing sales data and identifying trends.

• Strong skills in Microsoft Excel or Google Sheets.

• Knowledge of underwriting processes and funding partner relationships.

• Excellent verbal and written communication abilities.

• Outstanding organizational and time management skills.

• Capability to prioritize multiple initiatives in a dynamic environment.

• Strong analytical and problem-solving capabilities.

• Comfortable making decisions based on data analysis.

• Ability to thrive in a fast-paced sales environment.

• Willingness to sit and work at a computer for extended durations.

• Occasional travel may be necessary for meetings or company events.

🏝️ Benefits

• Comprehensive medical, dental, and vision insurance.

• 401(k) plan.

• Flexible Paid Time Off (PTO) policy.

• Recognized holidays.

• Occasional travel for meetings or company events.