Funding Consultant

Integrity First Funding; United States; Remote; USD 106,000 - 163,000; Full time

Benefits offered by this job

Flexible remote work in US hours

W-2 conversion after 6 months

MBA-level finance & consulting教育

Leadership track in under 2 years

Company retreats

Travel opportunities (up to 4x/yr)

Job summary

Integrity First Funding is seeking a professional consulting role with full ownership of client success. You will guide 40-60 clients through credit repair, optimization, and funding with our partner banks, maintaining accountability and delivering structured guidance.

Responsibilities include building lasting client relationships, anticipating bottlenecks, and communicating with candor while caring for their happiness. This role blends finance expertise with strategic client advisory.

Qualifications

• Bachelor’s degree in business or finance is preferred.
• 2+ years in client-facing roles in funding, banking, or consulting.
• Understanding of P&L is preferred and advantageous.
• Familiarity with credit, lending, or financing processes.

Responsibilities

• Own the client journey: guide 40-60 clients through credit repair, optimization, and funding.
• Ensure accountability and strong care for client results with clear communication.
• Identify bottlenecks and guide clients with radical candor while protecting client happiness.
• Develop long-term client relationships rooted in outstanding expertise and trust.

Skills

Client-facing

Finance knowledge

Credit familiarity

Education

Bachelor's degree

Tools

Google Workspace

Excel

Zoom

Slack

ChatGPT

Job description

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.

Tasks

The Role

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

What Success Looks Like

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.

Why You Shouldn’t Apply

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

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 client‑facing responsibility in a fast‑paced environment

Familiarity with credit, lending, or financing processes preferred - bare minimum is understanding of a P&L.

Important values that you share with us:

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!

Availability:

40-50 hours work week from Monday to Friday, US work hours, remote, availability to travel up to 4 times per year for one week.

Compensation:

We pay in line with our target industries consulting and finance, while offering tremendous flexibility and much better work‑life balance thanks to a 40-50 hour work week. In return we expect the highest standards for the work and full devotion during those hours.

On‑Target Earnings with variable tied to # Clients Fulfilled and # Referrals:

Good Performer: $106,000 (achievable after 6-12 months with strong performance)High Performer: $163,000 (achievable from the 2nd year onwards for top performers)

• On‑Target Earnings with variable tied to # Clients Fulfilled and # Referrals:

  Good Performer: $106,000 (achievable after 6-12 months with strong performance)High Performer: $163,000 (achievable from the 2nd year onwards for top performers)

Other Benefits:

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

Timeline

Onboarding: In‑person week in Munich, Germany or Raleigh, NC.

Ramp up time: 2-4 weeks to receive first clients, ~6 months to full productivity