Sales Manager

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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

• Catalyze peak performance across the assigned sales pod by elevating baseline productivity • Conduct weekly pipeline reviews for each representative, covering stage aging, deal velocity, and forecast accuracy • Triage stalled deals and own the accuracy of the pod’s forecast roll-up • Deliver weekly/monthly performance reports • Escalate underwriting, pricing, or structure exceptions to funding partners • Own turnaround time on exception requests and maintain partner relationships • Maximize points per deal and negotiate partner matching where applicable • Require representatives to route Cardiff-eligible deals Cardiff-first under the Cardiff First protocol • Own eligibility determination accuracy and escalate repeated non-compliance • Intercept Cardiff opportunities on brokered document requests • Own onboarding and ramp cadence for new representatives • Conduct call reviews and coaching sessions aligned with the established playbook • Address deviations from playbook standards • Participate in at least one interview round for candidates considered for the pod • Document underperformance and submit termination recommendations with supporting evidence

🎯 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 highly preferred • Ability to coach and develop sales professionals through performance management and structured feedback • Strong leadership, accountability, conflict resolution, and decision-making abilities • Ability to influence without direct authority and build trust across multiple teams • Strong proficiency with CRM platforms; Salesforce preferred • Experience with sales reporting and pipeline management tools • Ability to analyze sales data and identify trends • Strong Microsoft Excel or Google Sheets skills • Knowledge of underwriting processes and funding partner relationships • Excellent verbal and written communication skills • Exceptional organizational and time management abilities • Ability to prioritize multiple initiatives in a fast-paced environment • Strong analytical and problem-solving skills • Comfortable making data-driven decisions • Ability to work in a fast-paced sales environment • Ability to sit and work at a computer for extended periods • Occasional travel may be required for meetings or company events

🏖️ Benefits

• Comprehensive medical, dental, and vision coverage • 401(k) • Flexible Paid Time Off (PTO) • Observed holidays • Occasional travel for meetings or company events