THIS IS A 100%REMOTE 100% ENGLISH ROLE, IF YOU ARE NOT BILINGUAL OR C1+ PLEASE DO NOT APPLY.

Job Overview

We are seeking a motivated and organized Merchant Financing Sales Representative to contact business owners interested in financing, qualify potential opportunities, and guide merchants through the application process.

The company provides leads, three months of business bank statements, Salesforce, and a calling system. Your primary responsibility is to contact merchants, follow up consistently, identify qualified prospects, and ensure interested merchants complete their financing applications.

This role is adecuado for someone with experience in B2B sales, merchant cash advances (MCA), business financing, lead qualification, or financial services appointment setting who can manage a high volume of leads and maintain accurate CRM records.

Key Responsibilities

- Contact new leads promptly through outbound calls, texts, and follow-ups.
- Speak with business owners to understand their financing needs and business funding requirements.
- Qualify prospects based on funding purpose, requested amount, monthly business revenue, time in business, and existing business financing.
- Explain the application process and help interested merchants complete the financing application.
- Follow up consistently with merchants who have not responded or have pending applications.
- Maintain accurate lead statuses, call notes, and follow-up schedules in Salesforce.
- Coordinate with the sales team to submit completed applications for further review.
- Review internal notes and contact merchants to obtain additional information when specifically requested by the sales team.
- Meet daily and weekly performance targets for outreach, follow-ups, qualified leads, and completed applications.
- Ensure all merchant interactions are documented and every active lead has a clear next step.

Requirements
- 3+ years of experience in sales, B2B sales,



lead qualification, financial services, or a similar role.
- Strong spoken English and professional telephone communication skills.
- Experience with outbound calling, lead management, and persistent follow-up.
- Ability to qualify business prospects and identify legitimate financing needs.
- Experience using Salesforce or another CRM system.
- Strong organizational skills and attention to detail.
- Ability to manage multiple leads and pending applications simultaneously.
- Comfortable working with business owners and discussing business revenue and financing needs.
- Results-driven mindset with the ability to meet activity and conversion targets.

Preferred Qualifications

- Experience in merchant cash advances (MCA), small business loans, or alternative business financing.
- Familiarity with business bank statements and basic merchant financial information.
- Experience managing high-volume lead pipelines in a sales environment.

Important Role Clarification This is a sales and application coordination role, not an underwriting position. The representative is not responsible for approving merchants, evaluating bank statements for underwriting, determining financing terms, or independently requesting additional financial documents. Those responsibilities belong to the sales and review team.

Performance Expectations

- Contact fresh leads quickly.
- Complete scheduled callbacks and follow-ups on time.
- Convert interested merchants into completed applications.
- Keep Salesforce updated with accurate notes and next actions.
- Submit completed applications to the sales team without unnecessary delays.

How to Apply To apply, DM or email [email protected] with your resume, full name, WhatsApp number, and a short video introduction in English. Please highlight your experience in B2B sales, business financing, merchant cash advances, lead qualification, and CRM management.

Sueldo: $15,000.00 - $30,000.00 al mes

Lugar de trabajo: Empleo remoto

📌 Merchant Financing Sales Representative – Remote (México)
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📍 México