Funding Consultant

This is a fully remote position, open to applicants anywhere in the world.

📋 Description

• Manage a portfolio of 40–60 clients simultaneously through the processes of credit repair, credit optimization, and securing funding from partner banks.

• Take full ownership of client outcomes and oversee the entire client journey.

• Keep clients accountable and ensure they remain on track to achieve their goals.

• Gain a deep understanding of clients and their businesses, foresee potential challenges, identify any missing information, and offer structured guidance.

• Build lasting client relationships founded on expertise, trust, care, and effective communication.

• Provide advice to clients regarding finance, credit, and strategies for business growth.

• Meet monthly targets for client fulfillment and success-fee collections.

• Assist at least 95% of clients in reaching their funding milestones within the expected timelines.

• Maintain a Trustpilot rating of 4.5 or higher and achieve a 10% client referral rate.

• Utilize tools such as Google Workspace, Excel, Zoom, Slack, and ChatGPT.

⛳️ Requirements

• A minimum of a Bachelor’s degree, ideally in business administration or finance.

• Over 2 years of experience in business funding consulting, credit stacking, corporate banking, consulting, private equity, or another client-facing role in a dynamic environment.

• Preferred familiarity with credit, lending, or financing processes.

• Basic understanding of profit and loss statements.

• Availability to work 40–50 hours per week from Monday to Friday during US business hours.

• Native or near-native English proficiency.

• No significant foreign accent.

• Capability to work remotely.

• Willingness to travel up to 4 times a year for one week at a time.

• Demonstrated qualities of ownership, integrity, perseverance, innovation, and humility.

🏝️ Benefits

• Flexible remote work during US hours.

• Transition to W-2 employment after 6 months (the first 6 months will be under 1099 / contract).

• Access to MBA-level finance and consulting education.

• Opportunities for a leadership track within 2 years for those committed to personal growth.

• Participation in company retreats.

• Ability to travel up to 4 times per year for one week.

• Variable compensation linked to the number of clients served and referrals, with earnings for good performers reaching $106,000 and high performers earning up to $163,000.