Head of Sales (Remote)

Manager, Customer Retention Solutions

The Manager, Customer Retention Solutions is responsible for staffing and managing the sales renewal team, delivering on individual and team performance goals, providing consistent and timely coaching to staff, while promoting a positive and inclusive environment throughout the department. The Team Lead will work with other business areas and senior management to increase account penetration, revenue growth, and customer satisfaction in a remote/hybrid environment. Candidates must be located in the tri-state area (New York, New Jersey, Connecticut) as in-office presence is required monthly.

Monitor, assess, and address the team's customer approach and outreach through various sales tools, and in accordance with company policies and procedures

Manage reporting system and financial information pipeline in salesforce with management team

Review Dashboards and generate reports within salesforce and deliver findings to team members to align performance and accountability

Act as a player/coach to maintain both individual and team sales unit and volume goals, including offsetting monthly department goals as required

Contact, manage, and follow up with merchants' requests, concerns, and needs in a timely fashion

Review, facilitate, and expedite renewal submissions and contract funding for individual and team sales

Inspire and create a motivating environment through coaching, mentoring, and enablement

Provide opportunities to participate in both formal and informal developmental activities

Collaborate with team to build short- and long-term learning plans

Promptly address performance issues, working with HR as appropriate

Lead hiring, performance management, compensation, and evaluation of team members

Other tasks and duties, as required by management

Bachelor's degree preferred or equivalent combination of education and job experience

• 3+ years of prior Sales Representative experience, ideally in Financial Services and/or consultative sales with demonstrable experience delivering
• 4+ years of people management and coaching experience
• Experience being a SME contributor for policies and procedures
• Experience driving metric and quality performance within a 30-day cycle
• Experience in performance management
• Excellent organization and time management skills
• Proficient in Microsoft Suite, CRM

Health Insurance: Comprehensive medical, dental, and employer-paid vision plans through UnitedHealthcare (UHC), with various coverage levels available to meet the needs of our employees and their families. Sweat Equity, free subscription to the Calm App, UHC rewards, Real Appeal, and Quit For Life.

• Flexible Spending Account: Set aside pre-tax dollars from your paycheck to pay for qualified out-of-pocket medical, dental, vision, pharmacy or dependent care expenses.
• Lifestyle Spending Account: Employer sponsored post-tax benefits that allow reimbursement for expenses related to physical, mental and financial well-being.
• 100% Company Paid Insurances: Kapitus fully covers the cost of basic short-term and long-term disability insurance, as well as vision insurance, ensuring our employees have comprehensive protection without any personal expense.
• Supplemental life insurance as well as enhanced short- and long-term disability coverage are available through Mutual of Omaha, providing additional security for our employees. Paid Maternity and Parental Leave: Beyond state-mandated leave policies, Kapitus provides company-paid maternity and parental leave, supporting our employees during important family milestones.
• Commuter Benefits: We offer pre-tax benefits on parking and commuter expenses to cover travel to and from work.
• Enhance your lifestyle with our LifeBalance membership, which offers discounts on outdoor activities, the arts, health, and fitness. Pet and car insurance discounts.
• Financial services such as LegalShield.
• Relaxation and stress management tools.

Access exclusive discounts on shows, travel, car rentals, and more, enriching your personal and family life.

Tuition Reimbursement: Pursue further education with up to $5,000 annually in tuition reimbursement, plus opportunities to attend relevant conferences and career development events. Managed through our LSA plan, Kapitus Academy.

Travel Reimbursement: We also offer travel reimbursement for all work-related travel, supporting your involvement in career and personal development activities.

Retirement Benefits : Our 401K plan is managed through Fidelity. To support your long-term financial goals, the company provides a 25% match on your contributions, up to 6% of your annual salary.

As both a direct lender and a marketplace built with a trusted network of lending partners, we can provide small businesses with the financing they need when, and how it is needed. We have spent our entire existence building a culture that makes us excited to come to work in the morning. At Kapitus, our mission is to help small business owners grow their organizations by providing tailored, transparent, and ethical financing solutions. We invest in every business owner's story and we are dedicated to building lasting relationships to champion their goals. We promise to keep the best interests of our clients at the center of the financing process by operating with transparency, fairness, and integrity.

Consideration will be given to qualified remote candidates residing in states where Kapitus and/or one of its subsidiaries has an established physical presence.