Funding Advisor

Funding Advisor

Location: US - Remote

Why this Role Matters:

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.

This role reports to the Director of Sales and focuses on managing and monetizing a designated book of previously funded merchants.

What Success Looks Like:

Here’s how your time might break down (actual time can shift depending on business needs):

High-Volume Outreach & Prospecting: Re-engaging merchants within an assigned book of business to identify new funding opportunities.

Submission & Funding Performance: Driving consistent deal submissions, funded units, and funding volume while maintaining quality standards.

CRM Discipline & Sales Cadence Execution: Accurate documentation, proper dispositioning, and structured follow-up to maximize conversion and pipeline visibility.

How you’ll be measured:

• Meet or exceed goals related to submissions, funded units, and funding volume through proactive outbound engagement.
• Maintain accurate records in the company CRM, following established sales cadence and ensuring timely disposition of all activity.
• Expedite resolution of merchant concerns while maintaining a consultative, service-oriented approach.
• Coordinate sales efforts with underwriting, operations, and other internal departments to ensure smooth deal execution.
• Participate in assigned projects, implement feedback, and contribute to department growth initiatives.

You’re a Strong Fit if You:

• Demonstrated ability to manage high call volumes while maintaining meaningful, productive conversations
• Have a consultative sales mindset - you know how to structure and position lending offers to meet merchant needs
• Are goal-oriented and driven by measurable outcomes
• Are organized and disciplined in CRM documentation and pipeline management
• Communicate clearly and confidently with merchants and internal stakeholders
• Thrive in a fast-paced, performance-based environment
• Have strong interpersonal skills and can quickly build rapport with returning customers
• Bring a balance of “hunter” mentality with a customer retention mindset

What You’ve Done Before:

• Bachelor’s degree along with 2+ years of experience selling MCA or business lending products directly to merchants
• Proven work experience in business lending
• Demonstrated track record of achieving sales targets in a performance-driven environment
• Experience working in high-volume outbound sales 

It's Also Great If You:

• Are bilingual in English and French (Spanish also a plus!)
• Have prior experience working with CRM tools like HubSpot

What to Expect from Our Interview Process:

We believe in a respectful, efficient, and transparent hiring experience. Here’s what you can expect:

Step 1: Initial Interview with P&C (30 minutes)

Step 2: Bryq Assessment (14 minutes)

Step 3: Interview with Hiring Manager (1 hour)

Step 4: Final Interview or Leadership Chat (1 hour)

Step 5: Offer & Background Check

What's In It For You

💸 Competitive Pay - We know your worth and we pay accordingly.

🌴 Flexible PTO - Work hard, rest well. Take the time you need to recharge.

🏡 Remote - Fully remote within the U.S., working Eastern Time hours to keep everyone aligned.

🩺 Full Benefits Package - Health, dental, vision

🧠 Smart, Supportive Teammates - Collaborate with sharp minds who are kind, driven and uphold our core values: Commitment, Communication, Teamwork, Service and Integrity!