Inside Sales Specialist

An Inside Sales Specialist helps fuel business growth by identifying and qualifying new leads, building relationships with prospective clients, and clearly communicating the value of factoring services. In this role, you will educate small and medium-sized businesses on how invoice factoring can provide fast, flexible access to working capital, guide qualified prospects toward solutions that meet their needs. This is a great opportunity for a motivated self-starter who thrives in a sales environment, communicates with confidence, and is passionate about helping businesses succeed.

Essential Duties and Responsibilities:

• Responsible for the full sales cycle of factoring products to prospective transportation customers and other industries.
• Independently conduct prospecting and initial due diligence on prospective
• Present cash flow solutions to small and medium sized business owners
• Maintain competitive knowledge to create and adjust sales strategies
• Stay informed about industry trends, market conditions, and competitors to identify new opportunities
• Evaluate the prospective customers’ business and analyze information to independently determine which products to market, and rates to offer client
• Ensure all communication with prospects and customers is clear in a manner consistent with business practices and departmental expectations
• Use customer relationship management (CRM) technology to maintain database of customer contacts and appropriate notes and data
• Make outbound calls to leads in trucking, logistics, and other B2B industries
• Qualify business by assessing industry type, invoice volume, and customer creditworthiness
• Educate prospects on how factoring works and its advantages over traditional loans
• Collaborate with other departments to ensure smooth onboarding of new clients
• High-impact, phone-based role that combines prospecting, consultative selling, and relationship management
• Travel up to 10% is occasionally required, which may include overnight
• Networking & Brand Development – Willingness to attend networking events, industry functions, and community activities within the employee’s metro area and surrounding vicinity. Serves as a representative of the bank to build brand recognition, strengthen relationships, and support business development efforts outside of the office setting.
• Other duties as assigned by management

Required education and experience:

High school diploma, GED, or Equivalent Certification

• 1-2 years of direct sales experience (B2B preferred)
• Strong communication and organizational skills

Preferred education and experience:

• Bachelor's degree
• 1+ years of business-to-business sales experience
• 1+ years of experience working within the transportation sector such as truck dispatch, freight broker or fuel card sales
• Spanish bilingual preferred but not required
• Phone sales experience required
• CRM proficiency (Salesforce, HubSpot, etc.)

Competencies:

· Knowledge of factoring, asset-based lending, and working capital solutions for small to mid-sized B2B companies.

· Solid understanding of credit evaluation, risk assessment, and basic financial statements used during lead qualification.

· Superior analytical and problem-solving skills with the ability to assess lead quality, spot trends, and identify strategic upsell opportunities.

· Demonstrated ability in communicating effectively, both verbally and written with a proven track record of building rapport and closing deals over the phone.

· Strong Microsoft application knowledge particularly Excel (data entry, filtering, and basic formulas) Outlook, Word, and Teams.

TAB Bank Offers:

• Tuition Reimbursement
• Paid Holidays
• Gym Reimbursement
• 401(k)
• Paid Time Off (PTO)
• Employee Assistance Program (EAP)
• I Made the Grade
• Holiday Club Program
• Medical, Dental, Vision, Life and AD&D, Voluntary Disability, Flex Spending & Dependent Care

TAB Bank will not sponsor applicants for work visas.