Client Success Associate

Clarify Capital LLC; New York (NY); On-site; USD 45,000 - 70,000; Full time

Benefits offered by this job

Uncapped commissions

401(k) with company match

Monthly company events and teamOutings

Job summary

Clarify Capital in Midtown Manhattan is seeking an in-office Entry-Level SDR to dial business owners funded by Clarify and set appointments for our senior team. You’ll warm up conversations, be coached directly, and ramp quickly toward managing your own book of clients.

First 3–6 months focus on prospecting with coaching, with uncapped commissions and paths to Client Success Manager. 401(k) with match and regular team events accompany the role.

Qualifications

• Drive to succeed on the phone and hit targets.
• Coachability and ability to apply feedback immediately.
• People skills; conversations come naturally.
• Competitiveness and resilience; thriving on leaderboards.
• No finance background required.

Responsibilities

• Call business owners we've funded to set appointments for the senior team.
• Qualify interest in additional capital, better terms, or new products.
• Set and confirm appointments with clean, detailed handoffs.
• Learn working capital, lines of credit, equipment financing, and SBA loans.

Skills

Drive

Coachability

People skills

Competitiveness

Resilience

Job description

Clarify Capital | Midtown Manhattan, NYC | In-Office

Most entry-level sales jobs hand you a cold list and wish you luck. This one doesn't.

At Clarify Capital, 65% of the business owners we fund come back to us. They trust us, and they're ready for their next move.

We need someone to make those calls.

Clarify Capital is one of the fastest-growing business funding marketplaces in the country. We doubled the size of our NYC office in 2026, and we're not slowing down.

The energy in our Midtown office is real: ringing phones, leaderboards, and team wins.

You'll join the Clarify Renewals Department on the front line of our client relationships. Every day, you'll call business owners we've already funded, find out what they need next, and set appointments for our senior team.

• Warm conversations instead of cold calls
• Real coaching instead of being thrown in the deep end
• First 3–6 months are prospecting only, with your manager coaching you directly

• Reconnect with clients and find their next funding opportunity
• Qualify interest in more capital, better terms, or new products
• Set and confirm appointments with clean, detailed handoffs
• Learn working capital, lines of credit, equipment financing, and SBA loans

No finance background needed. You bring:

• Drive — you'd rather be on the phone than on the sidelines
• Coachability — you use feedback on your very next call
• People skills — conversations come naturally
• Competitiveness — leaderboards and goals fire you up
• Resilience — "not right now" just means "call me later"

YOUR PATH

Hit your benchmarks during your ramp and you'll move up to manage your own book of clients. Your effort and results set the ceiling, not your tenure.

• Uncapped commission on every funded renewal
• Major upside once promoted to Client Success Manager
• 401(k) with company match
• Monthly company events and team outings

Mon–Thu: 9 AM – 6 PM | Fri: 9 AM – 5 PM

In-office only, Midtown Manhattan

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