Inside Sales Specialist

TAB Bank; Plano, Northern (TX, KY); Hybrid; USD 50,000 - 70,000; Full time

Benefits offered by this job

Tuition Reimbursement

Paid Holidays

401(k)

Paid Time Off

EAP

I Made the Grade

Medical Benefits

Job summary

TAB Bank’s Texas office in Plano is seeking an Inside Sales Specialist who fuels growth by identifying and qualifying new leads, building relationships, and communicating the value of factoring services to small and mid-sized businesses.

You will drive the full sales cycle for transportation and B2B clients, conduct prospecting, present cash-flow solutions, and work with CRM tools. Travel up to 10% may be required as you represent the bank at events and meetings in the metro area.

Qualifications

• 1-2 years of direct sales experience (B2B preferred).
• Strong communication and organizational skills.

Responsibilities

• Manage the full sales cycle of factoring products to prospective transportation customers and other industries.
• Independently conduct prospecting and initial due diligence on prospects.
• Present cash flow solutions to small and medium sized business owners.
• Maintain competitive knowledge to adjust sales strategies.
• Use CRM to maintain customer contacts and data.
• Travel up to 10% as needed.

Skills

B2B sales

Phone-based sales

Prospecting

CRM experience

Communication

Excel

Spanish (optional)

Education

High school diploma or GED

Tools

CRM software

Excel

Outlook

Teams

Job description

TAB TEXAS OFFICE
TAB TEXAS OFFICE
660 N Central Expressway
Ste 440
Plano, TX 75074, USA

TAB TEXAS OFFICE
TAB TEXAS OFFICE
660 N Central Expressway
Ste 440
Plano, TX 75074, USA

An Inside Sales Specialist helps fuel business growth by identifying and qualifying new leads, building relationships with prospective clients, and clearly communicating the value of factoring services. In this role, you will educate small and medium-sized businesses on how invoice factoring can provide fast, flexible access to working capital, guide qualified prospects toward solutions that meet their needs. This is a great opportunity for a motivated self-starter who thrives in a sales environment, communicates with confidence, and is passionate about helping businesses succeed.

Essential Duties and Responsibilities:

• Responsible for the full sales cycle of factoring products to prospective transportation customers and other industries.
• Independently conduct prospecting and initial due diligence on prospective
• Present cash flow solutions to small and medium sized business owners
• Maintain competitive knowledge to create and adjust sales strategies
• Stay informed about industry trends, market conditions, and competitors to identify new opportunities
• Evaluate the prospective customers’ business and analyze information to independently determine which products to market, and rates to offer client
• Ensure all communication with prospects and customers is clear in a manner consistent with business practices and departmental expectations
• Use customer relationship management (CRM) technology to maintain database of customer contacts and appropriate notes and data
• Make outbound calls to leads in trucking, logistics, and other B2B industries
• Qualify business by assessing industry type, invoice volume, and customer creditworthiness
• Educate prospects on how factoring works and its advantages over traditional loans
• Collaborate with other departments to ensure smooth onboarding of new clients
• High-impact, phone-based role that combines prospecting, consultative selling, and relationship management
• Travel up to 10% is occasionally required, which may include overnight
• Networking & Brand Development – Willingness to attend networking events, industry functions, and community activities within the employee’s metro area and surrounding vicinity. Serves as a representative of the bank to build brand recognition, strengthen relationships, and support business development efforts outside of the office setting.
• Other duties as assigned by management

Required education and experience:

High school diploma, GED, or Equivalent Certification

• 1-2 years of direct sales experience (B2B preferred)
• Strong communication and organizational skills

Preferred education and experience:

• 1+ years of business-to-business sales experience
• 1+ years of experience working within the transportation sector such as truck dispatch, freight broker or fuel card sales
• Spanish bilingual preferred but not required

• Knowledge of factoring, asset-based lending, and working capital solutions for small to mid-sized B2B companies.
• Solid understanding of credit evaluation, risk assessment, and basic financial statements used during lead qualification.
• Superior analytical and problem-solving skills with the ability to assess lead quality, spot trends, and identify strategic upsell opportunities.
• Demonstrated ability in communicating effectively, both verbally and written with a proven track record of building rapport and closing deals over the phone.
• Strong Microsoft application knowledge particularly Excel (data entry, filtering, and basic formulas) Outlook, Word, and Teams.

TAB Bank Offers:

• Tuition Reimbursement
• Paid Holidays
• 401(k)
• Paid Time Off (PTO)
• Employee Assistance Program (EAP)
• I Made the Grade
• Medical, Dental, Vision, Life and AD&D, Voluntary Disability, Flex Spending & Dependent Care

TAB Bank will not sponsor applicants for work visas.

Qualifications

Skills

Behaviors

:

Motivations

Education

Experience

Licenses & Certifications

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.