Service Finance Inside Sales Representative

Service Finance Inside Sales Representative

A Service Finance Inside Sales Representative will play a critical role in acquiring, onboarding, and managing contractor and dealer accounts. This position serves as the primary point of contact for prospective partners, educating them on our financing programs, demonstrating platform value, and helping them integrate financing into their sales process to close more deals.

Essential Duties and Responsibilities Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

1. Prospect and qualify contractor and dealer leads via phone, email, and virtual meetings.

2. Present and explain financing products, benefits, and platform tools to prospective partners.

3. Guide contractors through the onboarding process, including documentation, training, and activation.

4. Build and maintain relationships with a portfolio of active partners to drive ongoing usage and loan volume.

5. Achieve and exceed monthly quotas for partner sign-ups, engagement, and funded loan volume.

6. Collaborate with sales, marketing, and operation teams to improve partner experience and retention.

7. Maintain accurate records of sales activities and pipeline in the CRM system (e.g., Salesforce).

8. Stay up to date with product features, pricing, market trends, and competitor offerings.

Qualifications 1. Bachelor's degree or an equivalent combination of education and related work experience.

2. 2+ years of inside sales, account management, or business development experience (B2B preferred).

3. Self-motivated, goal-oriented, and eager to learn.

4. Proven track record of meeting or exceeding sales targets in a phone-based environment.

5. Strong verbal and written communication skills; confident presenting to decision-makers.

6. Excellent organizational and time management skills; able to handle multiple accounts and priorities.

7. Tech-savvy with the ability to learn and demonstrate web-based platforms.

8. Proven proficiency with CRM tools (e.g. Salesforce) and Microsoft Office suite of products.

Preferred Qualifications: 1. Experience selling SaaS, financial products, or services to contractors or small business owners. 2. Knowledge of the home improvement, remodeling, or construction industry.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.