Top Sales Jobs in San Francisco Bay Area, CA

Prospect previously approved and partially completed financing customers through phone, SMS, and email outreach. Assess business goals, present funding options, overcome objections, create urgency, and convert leads into completed applications. Maintain high-volume outbound activity, track pipeline and outcomes in Salesforce, meet revenue and KPI targets, and collaborate with sales, marketing, and product teams to improve funnel performance.

Re-engage previously paid-in-full small-business clients and convert them into new funding opportunities through high-volume outbound calls, SMS, and email. Manage Salesforce lead queues, maintain accurate funnel records, meet activity and revenue quotas, analyze conversion performance, and collaborate with sales, processing, underwriting, collections, and accounting teams. The role also mentors junior representatives and pilots new dialer and AI documentation technologies.

Drive high-volume outbound re-engagement of paid-in-full merchants to generate new funding opportunities. Use CRM (Salesforce) and auto-dialer tools, analyze performance metrics, mentor junior reps, collaborate with cross-functional teams, pilot beta technologies, and meet strict activity, conversion, and quota targets.

Manage a portfolio of small and medium business customers to grow relationships and identify additional capital solutions. Analyze business and financial histories, own the sales process from approval to close, use data to prioritize opportunities, and meet monthly quota in a fast-paced environment.

This role is responsible for prospecting and converting financing applications, engaging with small business owners, and driving measurable sales results through lead conversion.

Lead sales analytics and reporting to drive revenue and efficiency. Build Tableau and Salesforce dashboards, analyze pipeline health, perform ad-hoc and pilot analyses, partner with sales leadership and cross-functional teams, administer compensation and CRM updates, and evaluate/implement AI-driven sales tools to optimize performance.