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About the role

  • Funding Consultant guiding small business owners through credit repair, optimization, and partner-bank financing. Delivering consulting expertise, client accountability, and measurable funding outcomes.

Responsibilities

  • Guide 40–60 clients at a time through credit repair, credit optimization, and the funding process with partner banks
  • Own client outcomes and the complete client journey
  • Keep clients accountable and on track toward their goals
  • Understand clients and their businesses, anticipate bottlenecks, identify missing details, and provide structured guidance
  • Develop long-term client relationships based on expertise, trust, care, and clear communication
  • Advise clients on finance, credit, and business growth
  • Achieve monthly client fulfillment and success-fee collection targets
  • Help at least 95% of clients reach funding milestones within projected timelines
  • Maintain a 4.5+ Trustpilot rating and a 10% client referral rate
  • Use Google Workspace, Excel, Zoom, Slack, and ChatGPT

Requirements

  • At least a Bachelor’s degree, preferably in business administration or finance
  • 2+ years of experience in business funding consulting, credit stacking, corporate banking, consulting, private equity, or another client-facing role in a fast-paced environment
  • Familiarity with credit, lending, or financing processes preferred
  • Understanding of a P&L at minimum
  • Availability for a 40–50 hour work week from Monday to Friday during US work hours
  • English native or close to native
  • No strong foreign accent
  • Ability to work remotely
  • Ability to travel up to 4 times per year for one week
  • Ownership, integrity, perseverance, innovation, and humility

Benefits

  • Flexible remote work in US hours
  • W-2 conversion after 6 months (first 6 months will be 1099 / contract)
  • MBA-level finance & consulting education
  • Leadership track in under 2 years available with the right personal growth
  • Company retreats
  • Availability to travel up to 4 times per year for one week
  • Variable compensation tied to number of clients fulfilled and referrals, with good performer earnings of $106,000 and high performer earnings of $163,000

Job title

Job type

Full Time

Experience level

JuniorMid level

Salary

$60,000 per year

Degree requirement

Bachelor's Degree

Location requirements

RemoteWorldwide

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