Funding Consultant

About the role

This is a professional consulting role with full ownership of client success. You will guide 40–60 clients at a time through credit repair, credit optimization, and the funding process with partner banks, ensuring accountability and deep care for their results.

Responsibilities

• Own the client journey from onboarding through funding milestones
• Maintain strong accountability and structured checkpoints while delivering radical candor with care
• Anticipate bottlenecks and address missing details before they derail progress
• Build long-term client relationships rooted in trust, authentic care, and clear communication
• Become a trusted advisor respected for deep expertise in finance, credit, and business growth

Requirements

• 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 fast-paced, client-facing role
• Familiarity with credit, lending, or financing processes; understanding of a P&L is essential
• Shared values: ownership, integrity, perseverance, innovation, and humility
• English fluency—native or near-native with no strong foreign accent

Tools

• Google Workspace
• Excel
• Zoom
• Slack
• ChatGPT

Success metrics

• 10+ clients fulfilled and their success fees collected per month
• 95%+ of clients hit funding milestones within projected timelines
• Trustpilot rating ≥ 4.5 and 10% referral rate for your clients

Why you shouldn’t apply

• You want a cushy, comfortable client-support job to pay your bills
• You are frequently overwhelmed with life
• You switch jobs at the first feedback
• You need rigid, pre-built systems of a big company to feel safe
• You require an office with on-site management to stay productive
• You cannot have hard conversations with clients in a respectful, caring way
• You do not enjoy integrating into a team and contributing to company culture

Schedule

• 40–50 hour work week, Monday–Friday, US hours
• Remote
• Up to four one-week business trips per year

Benefits

• Base salary: $60,000
• On-target earnings with variable tied to clients fulfilled and referrals
• Good performer target: $106,000 (achievable after 6 months)
• High performer target: $163,000 (achievable from year two)
• Flexible remote work within US hours
• W-2 conversion after 6 months (first six months 1099/contract)
• MBA-level finance and consulting education
• Leadership track available in under two years for high performers
• Company retreats

Timeline

• Onboarding: one-week in-person session in Munich, Germany or New Jersey, USA
• Ramp-up: two weeks to receive first clients; ~6 months to full productivity