Funding Solutions Advocate

lippytm.AI; Pahrump (NV); On-site; USD 42,000 - 66,000; Full time

Job summary

lippytm.AI is seeking a Sales Advocate to join our on-site team in Pahrump, NV. You will identify and qualify leads, conduct discovery conversations, and explain available funding products to clients, while maintaining CRM records and coordinating with advisory and operations teams.

This role emphasizes delivering clear, ethical product explanations and building long-term client relationships to support ongoing growth in our capital solutions ecosystem.

Qualifications

• Strong communication and customer service skills for engaging entrepreneurs and lending partners.
• Proven sales skills: prospecting, qualifying leads, and closing deals in financial services or B2B settings.
• Experience Training or coaching clients on funding options and basic financial concepts.
• Foundational sales management or pipeline management with CRM and follow-up.
• Knowledge of business lending or financing products is a plus.
• High level of integrity, professionalism, and client-first sales approach.
• High school diploma or equivalent required; post-secondary education a plus.

Responsibilities

• Identify and qualify leads for funding solutions.
• Conduct client discovery conversations and explain lending products.
• Position clients for appropriate funding options and manage the sales pipeline.
• Maintain accurate CRM records and collaborate with advisory and operations teams.
• Educate clients on capital strategies and build long-term relationships.

Skills

Communication

Customer Service

Sales

Lead Qualification

Training/Coaching

Relationship Building

Prospecting

Integrity

Education

High School Diploma or Equivalent

Tools

CRM (e.g. Salesforce)

Job description

lippytm.AI is seeking a Sales Advocate to join our on-site team in Pahrump, NV. You will identify and qualify leads, conduct discovery conversations, and explain available funding products to clients, while maintaining CRM records and coordinating with advisory and operations teams.

This role emphasizes delivering clear, ethical product explanations and building long-term client relationships to support ongoing growth in our capital solutions ecosystem.