Greenbox Capital
Empowering businesses with reliable and transparent financing since 2012.
Funding Advisor
Financial Planning and AnalysisFinancial Planning and AnalysisFull TimeRemoteTeam 51-200Since 2012H1B SponsorCompany SiteLinkedIn
Location
United States
Posted
32 days ago
Salary
Not specified
Bachelor Degree2 yrs expEnglishCrm Software
Job Description
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!
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