Funding Specialist overseeing funding deals in a fintech company dedicated to supporting small businesses. Collaborating with sales reps to ensure seamless deal progression.
Responsibilities
Oversee and advance deals through each stage of the funding funnel.
Work and communicate with ISO sales reps and decision makers to fund opportunities.
Proactively reach out to ISO sales reps to attempt to win deals through exceptions to deal terms.
Provide excellent customer service to our ISO partners.
Effectively collaborate with the underwriting team to drive profitable volume.
Manage the flow of deal requirements and help to keep the sales pipeline moving.
Problem-solve with internal teams to figure out opportunities for process improvement.
Act with urgency to ensure timely responses to requests both internally and externally.
Requirements
Bachelor’s degree preferred.
2+ years of experience in a sales, deal desk, or related role.
Experience handling a high volume of inbound and outbound calls, emails, texts and chats.
Experience with a high volume of short sales cycle deal management.
Experience being held to task volume and response time metrics.
Excellent verbal and written communication skills.
Proactive, with excellent time management, organizational, and prioritization skills.
Top notch phone etiquette.
Strong customer service skills and ability to successfully manage difficult conversations and objections.
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