Funding Consultant

United StatesUnited States·Chapel HillRemoteEmployeemid
OtherConsultant
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Quick Summary

Overview

We aim to eliminate the lack of capital as a barrier to business growth. We make a significant impact on small business owners and founders by funding their businesses, transforming their lives and the countless lives in the communities surrounding these businesses.

Key Responsibilities

This is not a “customer support” role. This is a professional consulting role that has full ownership of their client's success.

Requirements Summary

Preferred Backgrounds: At least a 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 role with…

Technical Tools
chatgptexcelgoogle-workspaceslackzoomcustomer-support

We aim to eliminate the lack of capital as a barrier to business growth. We make a significant impact on small business owners and founders by funding their businesses, transforming their lives and the countless lives in the communities surrounding these businesses.

Our vision is to build a consulting firm-style company that delivers expertise at eye level with C-Level executives and business owner clients.

This is not a “customer support” role. This is a professional consulting role that has full ownership of their client's success. You will:

  • Own the client journey: Guide 40-60 clients at a time through credit repair, credit optimization, and the funding process with our partner banks.
  • Ensure accountability: Keep clients on track with strong accountability, deep care for their results, and of course your charm.
  • Cut through fog: Understand your clients and their businesses better than they do. Anticipate bottlenecks, address the missing crucial details, and guide them with structured checks and radical candor while not sacrificing their happiness.
  • Build outstanding partnerships: Develop long-term client relationships rooted in outstanding expertise, trust, authentic care, and clear communication.
  • Become a thought leader: Become a trusted advisor respected by your clients because you are a real nerd for everything finance, credit, and growing businesses.

Tools: Google Workspace, Excel, Zoom, Slack, ChatGPT

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

This role will not work for you if:

  • You want a cushy, comfortable client-support job to pay your bills.
  • You are the kind of person who is constantly overwhelmed with life.
  • You are a company jumper who switches jobs at the first feedback.
  • You need the rigid, pre-built systems of a big company to feel safe.
  • You need an office with on-site management to keep you productive and accountable.
  • You can't have hard conversations with clients in a respectful, caring way.
  • You don't enjoy integrating yourself into a team and contributing to a company’s culture.

Requirements

~1 min read

Nice to Have

~1 min read
  • At least a 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 role with client-facing responsibility in a fast-paced environment
  • Familiarity with credit, lending, or financing processes preferred - bare minimum is understanding of a P&L.
  • Ownership: Take full responsibility, proactively, always.
  • Integrity: Do the right thing, no matter what.
  • Perseverance: Raise the standard - especially when it gets hard.
  • Innovation: Adapt and grow to become smarter, happier, and more successful.
  • Humility: Care about growth and your team more than about being right.

If these don’t describe you, this won’t be a fit. Please do not apply - you will waste your time!

What We Offer

~1 min read
Base Salary: $60,000
On-Target Earnings with variable tied to # Clients Fulfilled and # Referrals:Good Performer: $106,000 (achievable after 6 months)High Performer: $163,000 (achievable from the 2nd year onwards for top performers)

What We Offer

~1 min read
Flexible remote work in US hours
W-2 conversion after 6 months (first 6 months will be 1099 / contract)
MBA-level finance & consulting education
Leadership track in under 2 years available with the right personal growth
Company retreats
  • Onboarding: In-person week in Munich, Germany or New Jersey, USA.
  • Ramp up time: 2 weeks to receive first clients, ~6 months to full productivity

If you’re ready to own outcomes, raise the standard, and help build an empire, we’d love to meet you!

Please send us:

  • An updated CV
  • A short video explaining your honest, personal motivation for this position - why do you think this position aligns with your personal goals and life situation?

From there, the process will continue with:

  • An online skills assessment
  • A group interview
  • An interview with Sam (Founder and your hiring manager)

Location & Eligibility

Where is the job
Chapel Hill, United States
Remote within one country
Who can apply
US

Listing Details

Posted
September 26, 2025
First seen
May 6, 2026
Last seen
May 8, 2026

Posting Health

Days active
0
Repost count
0
Trust Level
23%
Scored at
May 6, 2026

Signal breakdown

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integrity-firstcoFunding Consultant