Integrity First Funding is a company focused on eliminating the lack of capital as a barrier to business growth for small business owners. The Customer Success Manager will own the client journey, guiding clients through credit repair and funding processes while building outstanding partnerships and becoming a trusted advisor in finance and business growth.
Responsibilities:
- 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
Requirements:
- 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
- English - native or close to native. No strong foreign accent