Sales 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

Company Description lippytm.AI is a business funding brokerage and advisory firm that helps entrepreneurs access modern capital solutions for innovation and sustainable growth. The company specializes in alternative business lending, SBA and term loans, lines of credit, working capital, commercial real estate financing, startup funding, and growth capital through a nationwide network of lending partners. Its approach is transparent and relationship-driven, focusing on aligning each client’s financial profile and business goals with the right funding strategy. Every engagement is designed to strengthen cash flow, support expansion, and build long-term business resilience, while providing guided, customized capital advisory. Applicants can expect to join a mission-driven team dedicated to empowering business owners with smarter, scalable financing options.

Role Description The Sales Advocate is a full-time, on-site role based in Pahrump, NV, responsible for engaging prospective and existing business clients and guiding them through lippytm.AI’s funding solutions. Day-to-day tasks include identifying and qualifying leads, conducting client discovery conversations, explaining available lending products, and positioning clients for appropriate funding options. The role involves managing the sales pipeline, following up on inquiries, maintaining accurate records in CRM tools, and collaborating with advisory and operations teams to ensure a smooth funding process. The Sales Advocate will also provide education on capital strategies, deliver clear and ethical product explanations, and help build long-term client relationships that support ongoing growth.

Qualifications

• Candidates should possess strong Communication and Customer Service skills for interacting with entrepreneurs and lending partners.
• Candidates should possess proven Sales skills, including prospecting, lead qualification, and closing, ideally in financial services or B2B environments.
• Candidates should possess experience in Training or coaching clients on funding options and basic financial concepts.
• Candidates should possess foundational Sales Management or pipeline management skills, including use of CRM systems and structured follow-up.
• Additional beneficial qualifications include knowledge of business lending or financing products, comfort with phone and in-person outreach, and the ability to interpret basic financial information.
• High level of integrity, professionalism, and adherence to transparent, client-first sales practices is required.
• High school diploma or equivalent required; post-secondary education in business, finance, or a related field is a plus.