Team Lead - Direct Sales

Charge Your Career Forward™  


Miami, FL

Team Lead - Direct Sales

  • Be the voice of Idea Financial and your sales team
  • Meet with your team daily to review their pipeline and activity
  • Listen to sales calls and provide coaching to the team
  • Help present offers on larger and/or more complex deals
  • Work with lenders on applicants who were declined by Idea Financial so you can fund them outside of Idea Financial
  • Identify gaps in product offering or process and work with Director of Revenue to fill those gaps
  • Create strong partnerships and rapport with lenders to help close more deals
  • Jump in and help the sales team with calls and closing loans –need to lead by example
  • Work with internal stakeholders to have clients approved and funded
  • Communicate clearly with clients and Underwriting, helping to facilitate a quick turn time on fundings
  • Deliver consistent and timely results
  • Utilize Salesforce to track the status of your activity and sales pipeline
  • Provide feedback on effectiveness of connecting with clients
Minimum requirements
  • Proven ability to meet and exceed quota/goal oriented
  • High energy level
  • Strong Organizational and time management skills
  • Microsoft Office Suite
  • Salesforce a plus
  • Must be available to work in Downtown Miami
What we offer
  • A challenging and rewarding early-stage startup opportunity with unlimited growth potential
  • A beautiful open concept office space located in the heart of downtown Miami - walking distance from public transit and a variety of local restaurants and cafes  
  • A fun, friendly, and talented team that is passionate about financial technology and helping small businesses succeed
  • Generous benefits and perks including medical and dental insurance, 401k, unlimited snacks, flexible vacation policy, casual dress, free gym membership, team lunches and culture events

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.

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