Sales Manager - Partner & Client Development

Idea Financial

Miami (FL)

On-site

USD 90,000 - 130,000

Full time

14 days+

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Benefits offered by this job

Uncapped commissions
401(k) matching
Health insurance
Unlimited PTO
Dental & Vision
Unlimited PTO
Career growth

Job summary

A financial services company in Miami is seeking a Sales Manager to lead and develop a sales team. This role requires a minimum of 5 years in B2B sales and proven leadership skills. You will oversee client acquisition and ensure team performance by achieving KPIs. Competitive salary, uncapped commission, and generous benefits offered in a dynamic work environment.

Qualifications

  • 5+ years of experience in B2B sales, with 2+ years in a management or leadership role.
  • Strong ability to lead, coach, and inspire a performance-driven team.
  • Demonstrated success meeting or exceeding sales targets and KPIs.
  • Demonstrated track record of meeting or exceeding sales targets and KPIs.

Responsibilities

  • Lead, motivate, and manage a sales team of 8-12 members to achieve revenue and performance goals.
  • Develop and execute sales strategies to grow partnerships and acquire new clients.
  • Monitor daily sales activity metrics and coach team members for improvement.
  • Monitor daily sales activity metrics and coach for improvement.
  • Track and analyze sales data, creating performance reports and dashboards.
  • Collaborate with leadership to refine sales processes and incentive programs.
  • Foster a high-energy, goal-oriented sales culture.
  • Stay informed on trends in business lending and B2B markets.

Skills

B2B sales experience
Leadership
Analytical skills
Communication skills
Communication

Tools

CRM systems
Sales analytics tools

Job description

Idea Financial has loaned small businesses over $1 billion and it’s all done through our sales team. These sales all come with commissions for our sales team and we have paid millions of dollars in commission to our team. You’ll also have prime health insurance, matching 401k, and a fun and challenging work environment. If you show you are enterprising and creative, you can grow within the organization and earn a lot more money. And while you’re earning good money, you’ll be learning about how small businesses operate. Do you aspire to have your own business one day? There’s no better way to educate yourself than to talk to those people that have taken that risk and reaped the rewards. Come work for the engine of the American economy. Come work at Idea Financial.

We’re seeking an experienced Sales Manager to lead our growing sales team and drive partner and client development in the business lending space. This role is ideal for a motivated, metrics-driven professional who can balance leadership, training, and data-backed decision-making to maximize team performance and company growth. You’ll be responsible for managing a team of 8–12 sales professionals, overseeing client acquisition and partnership development, and ensuring consistent achievement of KPIs across calls, emails, and productivity metrics.

This list of duties and responsibilities is not intended to be all-inclusive and may be expanded to include other duties or responsibilities as necessary.

Responsibilities
  • Lead, motivate, and manage a sales team of 8-12 members to achieve revenue and performance goals.
  • Develop and execute sales strategies to grow partnerships and acquire new clients.
  • Recruit, hire, and train new sales team members, ensuring they meet company standards and goals.
  • Monitor daily sales activity metrics (calls, emails, follow-ups) and coach team members for improvement.
  • Track and analyze sales data, creating detailed performance reports and dashboards for leadership review.
  • Collaborate with leadership to refine sales processes, incentive programs, and productivity benchmarks.
  • Foster a high-energy, goal-oriented, and accountable sales culture.
  • Stay informed on trends in the business lending and B2B markets to inform strategy.
Requirements
  • 5+ years of experience in B2B sales, with 2+ years in a management or leadership role.
  • Proven experience in business lending or financial services sales.
  • Strong ability to lead, coach, and inspire a performance-driven team.
  • Demonstrated success meeting or exceeding sales targets and KPIs.
  • Excellent communication, analytical, and organizational skills.
  • Proficiency with CRM systems and sales analytics tools.
  • Ability to thrive in a fast-paced, on-site team environment.
What we offer
  • Uncapped commissions and unlimited earning potential
  • A new beautiful open concept office space located in the heart of Miami – Waterford Business District.
  • Clear and concise goals and objectives
  • Highly visible revenue generating role where you will know what your impact and contribution is to the success of the Organization
  • Unlimited growth potential
  • A collaborative, supportive, fast paced work environment where we collectively work hard and enjoy a company culture steeped in reward and appreciation for a job well done.
  • A fun, friendly, and talented team that is passionate about financial technology and helping small businesses succeed
  • Generous benefits and perks including a matching 401K plan, medical, dental, and flexible paid time off policy.
  • 401(k)
  • 401(k) matching
  • Health insurance
  • Life insurance
  • Vision insurance
  • Unlimited PTO
Compensation
  • Competitive base salary plus uncapped commission.
  • Performance-based bonuses and incentives.
  • Opportunities for career advancement and leadership growth.
  • Collaborative, energetic office environment in Miami, FL.
Job Type

Full-time

Schedule
  • Monday to Friday

Idea Financial is an equal opportunity employer. At Idea Financial, we make all employment decisions without regard to sex, sexual orientation, gender identity, race, color, religion, age, national origin, pregnancy, citizenship, disability, service in the uniform services, or any other classification protected by federal, state, or local law.

Idea Financial™ is a registered trademark of Idea 247 Inc. All Idea Financial business credit lines are issued by Idea Financial. All products are subject to Idea Financial’s final approval. You may qualify for a credit limit of up to $275,000. Your actual credit limit may vary. Terms and conditions will be provided to applicants during the application process. Terms and conditions are subject to periodic review and changes, including credit limits and pricing reductions, credit limits and pricing increases, or account closures.

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