Funding Advisor

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    "datePosted": "2026-05-04",
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    "description": "<p><span style=\"font-size: 14pt; font-weight: bold\">Funding Advisor</span></p>\n<p><span style=\"font-size: 12pt\">Location: US - Remote</span></p>\n<p><br></p>\n<p><span style=\"font-size: 14pt; font-weight: bold\">Why this Role Matters:</span></p>\n<p>At Greenbox Capital, we help small businesses thrive by giving them fast, accessible funding. As a Funding Advisor, you’ll play a key role in re-engaging previously funded merchants and helping them access new capital solutions when they need it most. You’ll drive results through high-volume outreach, consultative selling, and disciplined follow-through - directly impacting revenue growth while reinforcing our commitment to service, integrity, and long-term partnerships.</p>\n<p><br></p>\n<p>This role reports to the Director of Sales and focuses on managing and monetizing a designated book of new and previously funded merchants.</p>\n<p><br></p>\n<p><span style=\"font-size: 14pt; font-weight: bold\">What Success Looks Like:</span></p>\n<p>Here’s how your time might break down (actual time can shift depending on business needs):</p>\n<p><span style=\"font-weight: bold\">High-Volume Outreach &amp; Prospecting</span>: Re-engaging merchants within an assigned book of business to identify new funding opportunities.</p>\n<p><span style=\"font-weight: bold\">Submission &amp; Funding Performance</span>: Driving consistent deal submissions, funded units, and funding volume while maintaining quality standards.</p>\n<p><span style=\"font-weight: bold\">CRM Discipline &amp; Sales Cadence Execution</span>: Accurate documentation, proper dispositioning, and structured follow-up to maximize conversion and pipeline visibility.</p>\n<p><br></p>\n<p><span style=\"font-size: 14pt; font-weight: bold\">How you’ll be measured:</span></p>\n<ul>\n<li>Meet or exceed goals related to submissions, funded units, and funding volume through proactive outbound engagement.</li>\n<li>Maintain accurate records in the company CRM, following established sales cadence and ensuring timely disposition of all activity.</li>\n<li>Expedite resolution of merchant concerns while maintaining a consultative, service-oriented approach.</li>\n<li>Coordinate sales efforts with underwriting, operations, and other internal departments to ensure smooth deal execution.</li>\n<li>Participate in assigned projects, implement feedback, and contribute to department growth initiatives.</li>\n</ul>\n<p><br></p>\n<p><span style=\"font-size: 14pt; font-weight: bold\">You’re a Strong Fit if You:</span></p>\n<ul>\n<li>Demonstrated ability to manage high call volumes while maintaining meaningful, productive conversations</li>\n<li>Have a consultative sales mindset - you know how to structure and position lending offers to meet merchant needs</li>\n<li>Are goal-oriented and driven by measurable outcomes</li>\n<li>Are organized and disciplined in CRM documentation and pipeline management</li>\n<li>Communicate clearly and confidently with merchants and internal stakeholders</li>\n<li>Thrive in a fast-paced, performance-based environment</li>\n<li>Have strong interpersonal skills and can quickly build rapport with returning customers</li>\n<li>Bring a balance of “hunter” mentality with a customer retention mindset</li>\n</ul>\n<p><br></p>\n<p><span style=\"font-size: 14pt; font-weight: bold\">What You’ve Done Before:</span></p>\n<ul>\n<li>Bachelor’s degree along with 2+ years of experience selling MCA or business lending products directly to merchants</li>\n<li>Proven work experience in business lending</li>\n<li>Demonstrated track record of achieving sales targets in a performance-driven environment</li>\n<li>Experience working in high-volume outbound sales </li>\n</ul>\n<p><br></p>\n<p><span style=\"font-size: 14pt; font-weight: bold\">It's Also Great If You:</span></p>\n<ul>\n<li>Are bilingual in English and French (Spanish also a plus!)</li>\n<li>Have prior experience working with CRM tools like HubSpot</li>\n</ul>\n<p><br></p>\n<p><span style=\"font-size: 14pt; font-weight: bold\">What to Expect from Our Interview Process:</span></p>\n<p>We believe in a respectful, efficient, and transparent hiring experience. Here’s what you can expect:</p>\n<p><span style=\"font-weight: bold\">Step 1: Initial Interview with P&amp;C (30 minutes)</span></p>\n<p><span style=\"font-weight: bold\">Step 2: Bryq Assessment (14 minutes)</span></p>\n<p><span style=\"font-weight: bold\">Step 3: Interview with Hiring Manager (1 hour)</span></p>\n<p><span style=\"font-weight: bold\">Step 4: Final Interview or Leadership Chat (1 hour)</span></p>\n<p><span style=\"font-weight: bold\">Step 5: Offer &amp; Background Check</span><br><br></p>\n<p><span style=\"font-size: 14pt; font-weight: bold\">What's In It For You</span></p>\n<p>💸 Competitive Pay - We know your worth and we pay accordingly.</p>\n<p>🌴 Flexible PTO - Work hard, rest well. Take the time you need to recharge.</p>\n<p>🏡 Remote - Fully remote within the U.S., working Eastern Time hours to keep everyone aligned.</p>\n<p>🩺 Full Benefits Package - Health, dental, vision</p>\n<p>⭐️ 401K Employer Match</p>\n<p>🧠 Smart, Supportive Teammates - Collaborate with sharp minds who are kind, driven and uphold our core values</p>",
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