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 MCA offers to meet merchant needs rather than taking a “take it or leave it” approach

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 products directly to merchants

Proven work experience in the Business Lending industry is required

Demonstrated track record of achieving sales targets in a performance-driven environment

Experience working in a high-volume outbound sales setting

Tools and Expertise You’ll Bring:

Bilingual in English and French (Spanish also a plus)

Prior experience in Business Lending or Merchant Cash Advance sales

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 with Leadership

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!