Senior Sales Finance Specialist
Core
Senior Sales Finance Specialist engaging Small Business customers to match them with appropriate commercial finance products and lenders.
Role type
Senior Commercial Finance Broker / Sales Specialist
Builds
Funding decisions and finance solutions for UK SMEs via the Funding Cloud platform
Domain
Banking / Financial Services / Small Business Lending
Deliverable
client delivery
Required skills
Commercial finance knowledge, customer engagement, relationship building, market analysis, Salesforce proficiency, target achievement
Preferred skills
Experience in commercial finance brokerage, results-oriented work ethic, analytical thinking, self-starter mindset
Technologies
Salesforce
Responsibilities
Contact and manage Small Business customers through the application process, build relationships with commercial lending partners, articulate the Funding Options proposition, maintain accurate prospect information in Salesforce, monitor industry trends and competition, share success stories with the organization
Seniority
Senior, hands-on IC