As the Financial Times recently reported: Miami is the most important city in America. Idea Financial was born in Miami, long before Miami’s recent renaissance, and now you can join us in our quest to make our community, and the entire American small business engine, more successful.

Small businesses need, now more than ever, increased financial agility, control, and protection to compete in today’s marketplace. At Idea Financial, we use our financing expertise, cutting edge technology, and commitment to superior customer service to develop and provide financial and insurance products that give businesses just that: control of their finances. Join us in our journey to help our customers, the backbone of the American economy, transform their business ideas into reality.

Role Overview: Relationship Manager

Idea Financial is hiring an Executive Client Management professional to join our Sales team. This role will report to the Sales Manager and will be on the front lines of helping us facilitate loans to small businesses nationwide. Nurturing relationships and understanding our merchant’s (client’s) needs is crucial to the growth of Idea Financial, meaning this is a high visibility, high impact role. Success in this role is measured by your ability to achieve monthly sales goals and increase the sales volume coming from your assigned partners.

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:

· Be the voice of Idea Financial and help promote Idea Financial products

· Engage merchant clients frequently on best practices, their performance with us, how our products work, and how we can best serve them

· Communicate clearly with partners, clients, and the underwriting team to facilitate a quick turnaround on funding loans

· Ensure we have complete loan applications and closing requirements to fund deals

· Build out and maintain a team of sales coordinators that help you close deals

· Deliver consistent, transparent, and timely responses

· Always Be Closing

Requirements:

· At least 3 years of B2B sales experience, preferably in the financial services/commercial lending industry

· Desire not only to exceed, but to crush all goals and quotas

· You must be a self-starter that seeks their own success.

· You need to use all communications channels effectively…phone calls, emails, texts., in-person meetings, zoom, meta-verse (just kidding, for now)

· You need to be accountable to your team and to yourself, meaning you show up on time, ready to work when expected. We all work together here and rely upon one another

· We use Salesforce so you need to know how to use Salesforce, too

· You may be asked to travel to meet clients or partners, so willingness to travel is a must

· You need to be friendly, outgoing, hardworking, and willing to challenge those around you to be great.

· Get ready to compete because sales is all about trying to be the best!

What we offer

· A challenging and rewarding 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 a 401k plan, medical, dental, unlimited snacks, flexible vacation policy, casual dress, free gym membership, team lunches and activities

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.

Job Status: Full time

Competitive salary with full benefits and performance-based compensation.

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Paid training
• Vision insurance

Experience level:

• 3 years

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus pay
• Commission pay
• Yearly bonus

Travel requirement:

• No travel

Ability to commute/relocate:

• Miami, FL 33131: Reliably commute or planning to relocate before starting work (Required)

Work Location: One location

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