Greenbox Capital · 1 month ago
Renewals Sales Opener - Remote (Costa Rica)
United States
Full-time, Contract
Remote
Entry, Mid Level
2+ years expGreenbox Capital is a company that supports newly funded merchants in their journey. As a Renewal Sales Opener, you will build strong relationships with merchants, manage a high-volume pipeline, and ensure they receive the support they need for their growth.
Commercial LendingFinanceFinancial ServicesLending
Responsibilities
Engage newly funded merchants quickly and consistently by following the established outreach cadence and contacting each assigned merchant within the required time frame
Build immediate rapport and trust with merchants through clear communication, active listening, and a professional, service-oriented approach
Pre-qualify merchants for Add-On effectively by gathering essential business information, assessing fit against product criteria, and collecting all required documentation or submissions
Accurately disposition and document every interaction in the CRM, ensuring clean, complete notes and all required details for Funding Advisors to pick up seamlessly
Meet or exceed performance targets including outreach volume, conversion metrics, and other KPIs aligned to team goals
Partner closely with Funding Advisors to ensure a smooth and timely handoff of qualified opportunities, maintaining open communication and alignment throughout the process
Contribute to team projects and operational improvements that support the growth and efficiency of the department
Deliver a high-quality customer experience by being attentive to merchants’ needs, answering questions proactively, and resolving concerns to maintain strong satisfaction and trust
Qualification
Required
Minimum of 2 years of experience in B2B sales, preferably in a high-volume or fast-paced environment where consistent outreach and lead management are core responsibilities
Demonstrated success as a Sales Representative or similar role, with a track record of meeting or exceeding quota, KPIs, or conversion targets
Experience in B2B telesales, financial services, or the lending industry with the ability to discuss financial products confidently and handle qualification conversations with small business owners
Strong command of English, both verbal and written, with the ability to communicate clearly, build rapport quickly, and articulate complex information in a simple, professional manner
Comfort using CRM systems and sales tools (Salesforce/HubSpot) to manage pipelines, log activities, and maintain accurate, detailed records
Benefits
Flexible PTO
Full Benefits Package - Health, dental, vision
Company
Greenbox Capital
Greenbox Capital provides financial services such as merchant cash advances, business line of credit, small business and collateral loans.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Jordan Fein
Founder and CEO
Company data provided by crunchbase