Funding Consultant

Job Description

We aim to eliminate the lack of capital as a barrier to business growth. We make a significant impact on small business owners and founders by funding their businesses, transforming their lives and the countless lives in the communities surrounding these businesses. Our vision is to build a consulting firm-style company that delivers expertise at eye level with C-Level executives and business owner clients. Tasks The Role This is not a “customer support” role. This is a professional consulting role that has full ownership of their client’s success. You will: Own the client journey: Guide 40-60 clients at a time through credit repair, credit optimization, and the funding process with our partner banks. Ensure accountability: Keep clients on track with strong accountability, deep care for their results, and of course your charm. Cut through fog: Understand your clients and their businesses better than they do. Anticipate bottlenecks, address the missing crucial details, and guide them with structured checks and radical candor while not sacrificing their happiness. Build outstanding partnerships: Develop long-term client relationships rooted in outstanding expertise, trust, authentic care, and clear communication. Become a thought leader: Become a trusted advisor respected by your clients because you are a real nerd for everything finance, credit, and growing businesses. Tools: Google Workspace, Excel, Zoom, Slack, ChatGPT What Success Looks Like 10+ Clients fulfilled and their success fees collected per month 95%+ of your clients hit their funding milestone within projected timelines. Trustpilot rating 4.5+ and 10% referral rate for your clients. Why You Shouldn’t Apply This role will not work for you if: You want a cushy, comfortable client-support job to pay your bills. You are the kind of person who is constantly overwhelmed with life.