Factoring Sales Manager and Producer

Job Description: Factoring Sales Manager and Producer

Job Summary:
Leads and oversees the selling of factoring services to freight carrier and brokerage businesses while actively contributing as a sales producer. The Factoring Sales Manager and Producer is responsible for driving sales strategy, tracking sales leads, achieving sales growth, and personally generating new business. This role involves overseeing day-to-day operations to accomplish department and company objectives, meeting revenue growth targets, actively participating in the sales process as a producer, training existing sales team members, assisting in recruiting additional sales team members for both inside sales and outside sales, and managing the Customer Relationship Management (CRM) system, including designing dashboards, activity reports, and integrations with legal documents and the factoring platform.

Essential Duties:

• Actively generate new factoring clients through direct sales efforts as a producer.
• Partner with Sales Team Members to lead the entire sales cycle from initial opportunity creation to finalizing opportunity outcomes, including prospecting and cold calling, forecasting, selling, and closing deals.
• Develop and maintain Channel Partners relationships to increase the number of factoring opportunities.
• Assist Trilogy Management Team in providing quality service by ensuring department quality and customer service standards, analyzing issues, interfacing with internal teams to improve processes, managing escalated customer complaints, and assisting in resolving issues in a timely manner.
• Actively participate in sales activities, including cold calling, client meetings, and deal negotiations, to meet personal and team sales targets.
• Monitor and report on personal and team sales performance metrics, ensuring alignment with departmental and company revenue goals.
• Mentor and guide team members to enhance their sales skills and performance while maintaining an active role as a producer.
• Develop and deliver training programs for existing sales team members to improve their skills, product knowledge, and performance in selling factoring services.
• Assist in recruiting, interviewing, and onboarding additional sales team members, including inside sales representatives and outside sales representatives, to build a high-performing sales team.
• Manage the CRM system, including designing and maintaining dashboards and activity reports to track sales performance, client interactions, and pipeline progress.
• Oversee CRM integrations with legal documents and the factoring platform to streamline sales processes, ensure data accuracy, and enhance operational efficiency.

Competencies/Skills/Experience:

• Minimum of 5 years of experience in a fast-paced sales management role with a proven track record of meeting or exceeding sales targets.
• Minimum of 3 years of experience in transportation factoring.
• Demonstrated ability to generate new business and close deals as a sales producer.
• Possesses a positive attitude, self-motivation, and a results-driven mindset.
• Proficient in Microsoft Office Suite and FactorSoft or similar factoring software.
• Experience managing CRM systems (e.g., Salesforce, HubSpot, or similar), including designing dashboards and generating activity reports.
• Familiarity with integrating CRM systems with legal documents and financial platforms.
• Strong working knowledge of all direct report roles and sales processes.
• Effective task delegation, follow-up, and leadership skills.
• Displays critical thinking and problem-solving skills, resulting in effective judgment and decision-making.
• Strong negotiation skills with a focus on closing deals and building client relationships.
• Collaborative work style with the ability to work independently as a producer.
• Proficient organizational, multitasking, and prioritization skills to meet deadlines and manage sales pipelines.
• Experience in training and mentoring sales teams, with strong communication and coaching abilities.
• Familiarity with recruiting processes, including interviewing and assessing sales talent.

Education/Training/Requirements:

• Required: Bachelor’s Degree in Business Administration, Finance, or a related field.

Work Environment:
This job operates in a professional office environment. The role routinely uses standard office equipment such as computers, phones, and printers.

Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
The job operates in a physical office environment and is largely a sedentary role. While performing the duties of this job, the employee is regularly required to talk and hear. The employee frequently is required to stand, walk, use hands, arms, and fingers to effectively operate a computer, and handle and/or lift up to 20 pounds.

Position Type/Expected Hours of Work:
This position is primarily a weekday position scheduled within standard daytime business hours. The position may occasionally require the individual to work outside of normal daytime business hours to handle business needs associated with the position responsibilities, including client meetings, sales-related activities, or training sessions.

EEO Statement:
Syfan Logistics, Inc. is an Equal Opportunity Employer. All Team Members and applicants are considered without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, or any status protected by state or federal law.

Introductory Period:
Progress reports at 30 and 60 days with a review by management at 90 days.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities