Assistant Manager, Sales Development - Renewal Sales

As an Assistant Manager, Sales Development - Renewal Sales, you will support the senior management team in leading renewal sales functions while directly overseeing the Philippines-based VSS CRM1 team. The ideal candidate will have a strong background in the renewal sales process, proficiency in Salesforce, NICE, and other sales applications, and proven ability to coach, delegate, and motivate. In this role, you will drive team productivity and ensure quality performance that aligns with our company’s long-term vision.

What you’ll do:

• Oversee daily operations of the Philippines-based VSS CRM1 team, ensuring productivity and adherence to quality standards.
• Set clear goals, objectives, and expectations for the team.
• Coach, mentor, and motivate team members to foster a high-performing, collaborative environment.
• Conduct regular coaching sessions (individual and team) and provide opportunities for formal and informal development.
• Partner with Sales Trainers, senior leaders, and HR to refine training, growth, and succession plans.
• Monitor submissions to ensure accounts are sent to the appropriate lender with approved templates and language.
• Review declined submissions for eligibility for reconsideration.
• Ensure accounts eligible for marketplace waterfall are properly routed.
• Assign approvals according to partner requirements and preferred attribution.
• Oversee assigned calling lists to ensure follow-ups with accounts carrying active balances.
• Maintain limited CRM1 responsibilities to support business generation.
• Provide pipeline support to senior renewal team members through delegated calling lists.
• Monitor merchant communications to confirm submissions meet “qualified” criteria.
• Collaborate with senior managers and directors on strategic plans, reporting team performance and progress.
• Fill in for senior managers as needed, including supervision, scheduling, and target management.
• Monitor quality assurance and escalate issues or system problems promptly.
• Assist with hiring, performance reviews, and compensation decisions.
• Lead performance management and accountability initiatives to meet and exceed company goals.
• Create an environment that consistently delivers excellent customer service while aligning with company culture.

What we’re looking for:

• Bachelor's degree preferred or equivalent work experience
• 1-2 years’ experience in sales or corporate management roles
• Experience conducting performance reviews
• Strong leadership, communication, and collaboration skills
• Competency with CRM software, Salesforce is preferred
• Knowledge of inventory management
• Experience with dialer systems, NICE preferred
• Ability to lead team-building initiatives

Kapitus Total Rewards Package Includes: 

• Competitive Base Salary Range of $75,000. Kapitus is providing this as a good faith salary range to comply with applicable law. The applicant’s final salary will depend on a number of factors including the applicant’s geographic location, skills, and experience.
• Incentive Commission Compensation Plan – earned monthly
• Health Insurance: We offer 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.
• 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.
• Voluntary Insurance: 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. Additionally, Colonial Accident and Hospitalization insurances are also available, offering further protection against unforeseen events.
• 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.
• LifeBalance Program: Enhance your lifestyle with our LifeBalance membership, which offers discounts on outdoor activities, the arts, health, and fitness. Additional benefits include:
  • Pet and car insurance discounts.
  • Financial services such as LegalShield.
  • Relaxation and stress management tools, including a fully covered annual subscription to The Calm App.
• Plum Benefits Discount Program: 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.
• Transit Reimbursement: We also offer transit reimbursement for all work-related travel, supporting your involvement in career and personal development activities.
• Paid Time Off & Sick Time
• Retirement Benefits: Our 401K plan is managed through Fidelity, featuring a 25% match on employee contributions, helping you plan for a secure financial future.

About Kapitus: 

Kapitus is one of the most reliable and respected names in small business financing. 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. Our company is fast paced, teammates need to be self-directed and have an internal motivation to do the right thing, even when the right thing takes a lot of hard work.  

We show our teammates our appreciation by offering great benefits, competitive pay and solid opportunity for growth.  

Company Mission: 

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