Funding Consultant

Unlock Employer

Posted Sep 28, 2026

Remote · US · ask about Worldwide Full Time
$60K – $160K/yr

Overview

This role is a professional consulting position with full ownership of client outcomes. You will guide a portfolio of clients through credit repair, credit optimization, and the funding process with partner banks.

Responsibilities

  • Own the client journey: Guide 40–60 clients at a time through credit repair, credit optimization, and the funding process with partner banks.
  • Ensure accountability: Keep clients on track using strong accountability and structured follow-ups.
  • Identify and resolve bottlenecks: Understand clients and their businesses, anticipate issues, and address missing critical details.
  • Provide guidance with candor: Deliver support using structured checks and direct, respectful communication.
  • Build long-term partnerships: Develop durable client relationships based on expertise, trust, authentic care, and clear communication.
  • Serve as a trusted advisor: Earn respect as a finance/credit/business-growth expert.

What Success Looks Like

  • 10+ clients fulfilled and their success fees collected per month
  • 95%+ of clients achieving their funding milestone within projected timelines
  • 4.5+ Trustpilot rating and 10% referral rate for clients

Requirements

  • Education: At least a Bachelor’s degree (preferably in business administration or finance)
  • Experience: 2+ years in one or more of the following, with client-facing responsibility in a fast-paced environment:
    • business funding consulting
    • credit stacking
    • corporate banking
    • consulting
    • private equity
    • other comparable roles
  • Domain knowledge: Familiarity with credit, lending, or financing processes (at minimum, understanding of a P&L)

Preferred Personal Values

  • 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 the team more than being right

Availability

  • 40–50 hours per week, Monday to Friday, US work hours
  • Remote
  • Ability to travel up to 4 times per year for one week

Language

  • English — native or close to native (no strong foreign accent)

Compensation & Benefits

  • Base Salary: $60,000
  • On-Target Earnings (variable tied to # Clients Fulfilled and # Referrals):
    • Good Performer: $106,000 (achievable after 6 months)
    • High Performer: $163,000 (achievable from the 2nd year onwards for top performers)
  • Work arrangement: Flexible remote work in US hours
  • Employment status: W-2 conversion after 6 months (first 6 months will be 1099 / contract)
  • Education: MBA-level finance & consulting education
  • Career growth: Leadership track in under 2 years available with the right personal growth
  • Additional benefits: Company retreats

Location & Travel

  • Remote role with US work hours.
  • Onboarding: In-person week in Munich, Germany or New Jersey, USA.

Timeline

  • Ramp up time: 2 weeks to receive first clients; approximately 6 months to full productivity

Application Process

  • Submit an updated CV
  • Submit a short video explaining your honest, personal motivation for this position and why it aligns with your personal goals and life situation
  • Then:
    • online skills assessment
    • group interview
    • interview with Sam (Founder and hiring manager)

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