Sales Coordinator Richmond

Charge Your Career Forward™  


Richmond, VA

Sales Coordinator Richmond

Job description

Idea Financial is hiring a to join our Sales team. This role will report to the Director of Sales and be on the front lines of helping us facilitate small business lending opportunities referred to us by our partners. You will help partners present offers when necessary and will interact with Underwriting to facilitate closing commercial credit facilities. In this highly visible and strategic position, you will play an integral role in driving top-line growth and revenue for the organization. Success in this role is measured by your ability to deliver results through the achievement of monthly sales goals and increased partner production and engagement.

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.


- Provide day-to-day customer service and support the Sales and Underwriting teams in ensuring the effective execution of daily transactions
- Request missing documentation directly from customers in order to complete loan applications and draw requests.
- Maintain accurate account information across all stages of the life cycle in Salesforce with the most relevant notes and updates
- Assisting customers with account inquiries and direct to appropriate department when needed
- Practice effective sales management and organizational techniques

Minimum requirements

- 2+ years of customer service, support or sales experience.
- Proven ability to work in a fast-paced environment
- Excellent personal and communication skills
- High energy level
- Passionate about customer-centric relationships
- Knowledge of the fintech industry is preferred
- Clear and concise goals and objectives

What we offer:

- Clear and concise goals and objectives
- A 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 include a matching 401K matching plan, medical, dental, and flexible paid time off policy, and the flexibility/work-life balance of a home office.
- 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 conducts background checks on all employees and conducts credit checks for all positions in Operations.

Job Status: Full time
Competitive salary with

Full benefits and performance-based compensation.

submit your resume