Sales Funding Specialist

Mobycap; Austin (TX); On-site; USD 150,000; Full time

Benefits offered by this job

High-Earning Potential

Career Growth Opportunities

Supportive Team Environment

Job summary

A financial solutions firm in Austin is seeking a driven Sales Funding Specialist to help businesses access funding solutions. This role involves reaching out to clients, assessing their funding needs, and educating them about revenue-based lending. The ideal candidate has a finance background, strong sales experience, and excellent communication skills. Top performers can earn over $150K annually, making this position ideal for motivated individuals looking to grow in a fast-paced environment.

Qualifications

• Understanding of credits vs. debits, loan structures, and risk-based pricing.
• Comfortable making outbound calls and handling frequent rejection.
• Able to speak confidently with business owners and decision-makers.

Responsibilities

• Initiate contact with potential clients and maintain follow-up.
• Assess client eligibility based on revenue and funding needs.
• Explain revenue-based lending and share tailored funding examples.
• Log tasks and track communications for timely follow-up.
• Warm transfer leads to Funding Executives.

Skills

Finance Background

Sales Experience

Strong Communication

Resilient & Persistent

Job description

We’re seeking a driven, resilient, and financially savvy Sales Funding Specialist to join our dynamic team. This role is ideal for someone with a background in sales who thrives in a fast-paced environment and is passionate about helping businesses access short-term funding solutions.

As a Funding Specialist, you’ll be the first point of contact for potential clients, responsible for qualifying leads, educating them on revenue-based lending, and bridging the connection to our Funding Executives. Your success will be measured by your ability to consistently generate qualified opportunities and maintain a strong closing pipeline.

Key Responsibilities

• Client Outreach: Initiate contact via phone, email, and text; maintain consistent follow-up. High call volume environment with progressive dialer (200+ per day)
• Qualification: Assess client eligibility based on revenue, industry, and funding needs.
• Pre-Sales Engagement:
  • Explain revenue-based lending and our unique value proposition.
  • Set realistic expectations based on client financials.
  • Share tailored examples of funding products.
  • Secure applications, 6 months of bank statements, current MTD, and other required documents.
• Pipeline Management:
  • Log tasks, track communications, and ensure timely follow-ups.
• Bridge to Funding Executive:
  • Warm transfer or schedule calls with closers.

Ideal Candidate Profile

• Finance Background: Understanding of credits vs. debits, loan structures, and risk-based pricing.
• Sales Experience: Comfortable making outbound calls and handling frequent rejection.
• Resilient & Persistent: “Always fishing” mindset with a 25% close rate on qualified leads.
• Strong Communicator: Able to speak confidently with business owners and decision-makers.
• Competitive mindset and team-oriented attitude.

Why Join Us?

• High-Earning Potential: Top performers earn $150K+ annually.
• Fast-Paced Environment: Ideal for self-starters who thrive on momentum.
• Supportive Team: Work closely with experienced closers and submission agents.
• Growth Opportunities: Expand your career in a booming alternative finance industry.