Sales Leader - Factoring

TAG Capital Funding provides innovative financing solutions designed to help businesses access working capital, improve cash flow, and support long-term growth. With a focus on the craft spirits industry, TAG offers invoice factoring, purchase order financing, and specialty lending solutions tailored to the financial needs of growing businesses.

Position Overview

TAG Capital Funding is seeking an experienced, results-driven Sales Leader – Factoring with a proven track record of generating new business and an established, active book of business within the factoring or commercial finance industry.

This individual will be responsible for driving revenue growth by leveraging existing client relationships, referral networks, and industry connections while identifying and closing new financing opportunities.

The ideal candidate is a highly motivated sales professional with extensive experience in invoice factoring, asset-based lending, or specialty finance who can independently originate, negotiate, and close financing transactions.

This is a senior-level individual contributor position with no direct reports. We are looking for someone who can make an immediate impact through an established network, strong business development skills, and a demonstrated history of generating revenue.

Key Responsibilities

Business Development & Revenue Generation

• Leverage an established book of business and professional network to generate new factoring and financing opportunities.
• Originate, structure, negotiate, and close invoice factoring, purchase order financing, and specialty lending transactions.
• Develop and maintain a strong pipeline of qualified financing opportunities.
• Identify and pursue new business opportunities across targeted industries, including beverage, manufacturing, wholesale, and distribution.
• Build relationships with business owners, CFOs, financial decision-makers, and referral partners.
• Consistently achieve established revenue, funded-volume, and new client acquisition targets.
• Identify opportunities to expand financing volume and grow existing customer relationships.

Relationship Development & Strategic Partnerships

• Maintain and expand relationships with existing clients, referral partners, and industry contacts.
• Establish new referral partnerships with banks, commercial lenders, brokers, accountants, and financial advisors.
• Develop relationships with businesses seeking working capital and alternative financing solutions.
• Represent TAG Capital Funding at industry conferences, networking events, and business development meetings.
• Build long-term relationships that generate consistent financing opportunities and repeat business.

Sales Strategy & Execution

• Develop and execute an individual business development strategy focused on revenue growth and portfolio expansion.
• Identify emerging market opportunities and potential new sources of business.
• Manage the full sales cycle, from prospecting and initial consultation through financing approval and closing.
• Maintain accurate pipeline forecasts, sales activity reporting, and revenue projections.
• Collaborate with internal teams to ensure financing solutions meet customer needs and company profitability objectives.
• Continuously identify opportunities to improve sales effectiveness and increase conversion rates.

Financing & Portfolio Growth

• Work closely with underwriting, credit, and operations teams to facilitate successful financing transactions.
• Evaluate prospective client financing needs and recommend appropriate funding solutions.
• Understand factoring structures, advance rates, discount fees, financing terms, and transaction profitability.
• Support successful client onboarding and the transition from sales to funding.
• Identify opportunities to increase financing volume within existing client relationships.
• Ensure business development activities align with company risk management and compliance standards.

Required Qualifications

• 5+ years of experience in invoice factoring, asset-based lending, specialty finance, or commercial financing.
• Established, active book of business and/or proven referral network capable of generating immediate financing opportunities.
• Demonstrated success originating and closing factoring or commercial finance transactions.
• Proven track record of consistently meeting or exceeding sales and revenue targets.
• Strong understanding of factoring structures, working capital solutions, and commercial financing products.
• Established relationships with business owners, CFOs, commercial lenders, brokers, or other financing referral sources.
• Strong business development, negotiation, relationship management, and closing skills.
• Ability to independently manage the full sales cycle and generate new business.
• Experience managing sales pipelines, revenue forecasts, and production targets.

Preferred Qualifications

• Direct experience originating invoice factoring transactions.
• Demonstrated success growing an existing factoring portfolio or generating substantial annual funded volume.
• Established relationships within the beverage, spirits, manufacturing, wholesale, or distribution industries.
• Experience with purchase order financing or asset-based lending.
• Strong network of commercial finance referral partners and decision-makers.
• Experience working in a growth-oriented or entrepreneurial financial services organization.

Key Performance Indicators

Success in this position will be measured by:

• New factoring and financing clients acquired.
• Monthly and annual funded financing volume.
• Net revenue generated from new business.
• Growth and profitability of originated accounts.
• Qualified opportunities generated through existing relationships and referral networks.
• Sales pipeline development and conversion rates.
• Client retention and expansion of existing financing relationships.

What We're Looking For

We are seeking an established sales professional who brings more than just industry experience. The ideal candidate has an active book of business, strong industry relationships, and a proven ability to generate revenue.

This individual should be comfortable working independently, developing new relationships, identifying financing opportunities, and closing transactions.

We are looking for someone who can contribute immediately while playing a key role in expanding TAG Capital Funding's market presence and financing portfolio.

An established book of business or active referral network with demonstrated revenue-generating potential is required for consideration.

Equal Employment Opportunity

TAG Capital Funding is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other legally protected characteristic.