Funding Advisor

Greenbox Capital•Miami, FL

5d•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 new and 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 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
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

Nice To Haves

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

Responsibilities

Re-engaging merchants within an assigned book of business to identify new funding opportunities.
Driving consistent deal submissions, funded units, and funding volume while maintaining quality standards.
Accurate documentation, proper dispositioning, and structured follow-up to maximize conversion and pipeline visibility.
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.