Funding Advisor

Greenbox Capital

1d • $60,000 • Remote

About The Position

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.

Requirements

• 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
• 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
• Bilingual in English and French (Spanish also a plus)
• Prior experience in Business Lending or Merchant Cash Advance sales

Responsibilities

• 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.
• 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.

Benefits

• 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!

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level