Sales Leader

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🔥 3 hours ago

🔔 Pennsylvania – Remote

🔔 Pennsylvania – Remote

⏰ Full Time

🟠 Senior

🤑 Sales

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Cardiff

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2004

💸 Finance

💳 Fintech

🤝 B2B

Finance • Fintech • B2B

Cardiff is a business finance provider that offers a range of lending products for small and medium-sized businesses. Cardiff provides business credit cards, business loans, equipment financing (including ability to finance both titled and non-titled transactions), lines of credit, merchant cash advances, and SBA loans, and targets industry verticals such as auto repair, construction/contracting, dental practices, excavation, landscaping, masonry, plumbing, restaurants, and trucking. The company positions itself as a partner for businesses needing payroll, new equipment, or other working capital needs.

📋 Description

• Pipeline Management Conduct weekly pipeline reviews for each rep, covering stage aging, deal velocity, and forecast accuracy Triage stalled deals Own the accuracy of the pod's forecast roll-up Deliver Weekly/Monthly performance reports (coming soon) • Partner Exceptions Serve as the escalation point when a rep requires an underwriting, pricing, or structure exception from a funding partner Own turnaround time on exception requests Maintain the partner relationships required to resolve exceptions efficiently Maximize pts per deal, ask partners to match other partners with more pts (broker only) • Cardiff Unit Conversion — Mandatory Routing Require reps to route Cardiff-eligible deals Cardiff-first, per the Cardiff First protocol. This is a directive responsibility, not discretionary coaching. Own the accuracy of eligibility determinations Document and escalate repeated non-compliance as a performance issue Intercept Cardiff opportunities on brokered doc requests • Playbook and Training Reinforcement Own onboarding and ramp cadence for new reps joining the pod Conduct call reviews and coaching sessions aligned to the established playbook Close gaps when a rep's execution drifts from playbook standards Hiring and Performance Management Authority Hiring: Participates in at least one interview round for any candidate being considered for their pod. Final hiring decision rests with MB/JT. Termination: Documents underperformance and submits termination recommendations with supporting evidence. Final termination decision requires MB/JT approval. The Sales Lead does not have unilateral authority to hire or terminate. Roster composition: Pod assignments and roster changes are managed by MB/JT. Sales Leads do not control which reps are assigned to their pod.

🎯 Requirements

• Bachelor's degree in Business, Finance, Sales, Marketing, or a related field preferred • Equivalent combination of education and relevant sales leadership experience will be considered. • 3–5+ years of experience in business development, merchant cash advance (MCA), financial services, or a high-performance B2B sales environment. • Minimum 1–2 years of experience leading, mentoring, or coaching sales professionals. • Demonstrated success managing sales pipelines, forecasting, and improving team performance. • Experience reviewing sales metrics, KPIs, and performance reporting. • Previous experience working with underwriting partners or funding partners is highly preferred. • Proven ability to coach and develop sales professionals through performance management and structured feedback. • Strong leadership skills with the ability to hold team members accountable while fostering a high-performance culture. • Excellent conflict resolution and decision-making abilities. • Strong proficiency with CRM platforms (Salesforce preferred). • Ability to analyze sales data and identify trends to improve performance. • Strong Microsoft Excel or Google Sheets skills for reporting and performance analysis.

🏖️ Benefits

• Comprehensive medical, dental, and vision coverage • Robust 401(k) retirement framework to ensure long-term financial security. • Flexible Paid Time Off (PTO) and observed holidays to promote sustainable performance and balance. • Remote-first flexibility complemented by strategic home office infrastructure support.