Sales Assistant

Irving Fund; New York (NY); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Competitive salary with room for growth

Full benefits package: health, dental, vision, 401(k)

Training on financing products

Small, high-growth team

Job summary

A national small business financing company is seeking a Sales Assistant to support senior sales representatives. The role involves ensuring applications and documents are complete and submitted on time, assisting with document collection, and maintaining records in Zoho CRM. Ideal candidates have strong attention to detail, organizational skills, and prior experience in sales support or lending. The company offers a competitive salary and full benefits package, as well as training in various financing products.

Qualifications

• Strong attention to detail and organization.
• Comfortable working in a fast-paced sales environment.
• Clear, professional communication skills.
• Prior experience in sales support, lending, or admin is a plus.

Responsibilities

• Assist with collecting documents and building complete borrower files.
• Submit loan applications and supporting materials accurately.
• Keep the pipeline updated in Zoho CRM.
• Communicate with borrowers for missing info or simple follow-ups.

Skills

Attention to detail

Organizational skills

Communication skills

Sales support experience

Tools

Zoho CRM

Job description

Irving Fund is a fast-growing national small business financing company, recognized for innovative lending products and unmatched speed of execution. We serve clients ranging from small business owners seeking working capital to established companies pursuing seven‑figure SBA loans. We operate with the agility of a fintech and provide the high‑touch service of a boutique lender.

About the Role

We’re looking for a Sales Assistant to support our senior sales reps and help keep deals moving. This role is about making sure applications and documents are complete, organized, and submitted on time. You’ll handle the details behind the scenes so the sales team can focus on closing.

Key Responsibilities

• Assist with collecting documents and building complete borrower files
• Submit loan applications and supporting materials accurately
• Keep the pipeline updated in Zoho CRM
• Communicate with borrowers for missing info or simple follow‑ups

What We’re Looking For

• Strong attention to detail and organization
• Comfortable working in a fast‑paced sales environment
• Clear, professional communication skills
• Prior experience in sales support, lending, or admin is a plus

What We Offer

• Competitive salary with room to grow into sales or operations roles
• Full benefits package: health, dental, vision, 401(k), and more
• Training on SBA, credit‑based, and revenue‑based financing products
• A small, high‑growth team where your work directly impacts results