CAREERS

Build your career in business finance.

Explore bilingual positions in sales, funding support, advising, and leadership. We review each application and contact selected candidates about an interview.

Fluent English and Spanish are required for every position. Review the role-specific experience and responsibilities below.

CLIENT AND PROCESS ROLES

Client and process roles

Entry-level sales and application-support opportunities.

Sales opening

Bilingual Business Funding Associate

Connect with business owners, understand their financing goals, qualify potential opportunities, and guide them through the application and review process.

Bilingual requirement: Fluent English and Spanish are required.
Relevant experience: At least 1 year across sales, calls, CRM, automation, follow-up, lead generation, or client retention. Two or more years in MCA or business funding is a plus.
Role responsibilities
  • Contact prospects through approved channels and maintain consistent follow-up.
  • Ask about business goals and explain potential options without promising approval.
  • Help clients complete applications and provide requested documents.
  • Keep accurate CRM notes, tasks, and opportunity stages.
Estimated annual earning potential
$70,000 to $120,000+, depending on role and performance. This estimate is not guaranteed; final compensation terms must be confirmed in writing.
Apply for this role

Funding-process opening

Junior Funding Coordinator

Support clients and the sales team with application status, document requests, CRM updates, follow-ups, and organized handoffs to financing partners.

Bilingual requirement: Fluent English and Spanish are required.
Relevant experience: At least 1 year in CRM, calls, client service, document coordination, automation, or follow-up. MCA or business-funding experience is a plus.
Role responsibilities
  • Track application and document status and follow up on missing items.
  • Maintain clear case notes and accurate CRM records.
  • Coordinate routine updates between clients, sales teammates, and partners.
  • Escalate incomplete or complex cases to the appropriate teammate.
Estimated annual earning potential
$70,000 to $120,000+, depending on role and performance. This estimate is not guaranteed; final compensation terms must be confirmed in writing.
Apply for this role

ADVISORY AND GROWTH ROLES

Advisory and growth roles

Progress into client advising, complex cases, and peer guidance.

Career-path role

Bilingual Funding Advisor

Manage a qualified pipeline, help business owners compare available options, coordinate next steps, and maintain client relationships through the process.

Bilingual requirement: Fluent English and Spanish are required.
Relevant experience: At least 1 year in sales or client-facing work. Two or more years in business funding or MCA is preferred.
Role responsibilities
  • Manage follow-up from qualification through partner review and client decision.
  • Explain product differences and help clients understand terms presented.
  • Coordinate with funding support and financing partners.
  • Develop repeat-business and referral relationships through reliable service.
Estimated annual earning potential
$70,000 to $120,000+, depending on role and performance. This estimate is not guaranteed; final compensation terms must be confirmed in writing.
Apply for this role

Career-path role

Senior Funding Advisor

Handle more complex business profiles, model strong follow-through, support renewals, and share product knowledge with less-experienced teammates.

Bilingual requirement: Fluent English and Spanish are required.
Relevant experience: Progressive experience in business-financing sales, complex client cases, renewals, and peer support. Two or more years in MCA or business funding is preferred.
Role responsibilities
  • Manage complex client situations and coordinate appropriate next steps.
  • Maintain a consistent record of production, documentation, and client communication.
  • Support eligible renewals and repeat-business conversations.
  • Coach teammates on product knowledge and client follow-through.
Estimated annual earning potential
$70,000 to $120,000+, depending on role and performance. This estimate is not guaranteed; final compensation terms must be confirmed in writing.
Apply for this role

LEADERSHIP ROLES

Leadership roles

For experienced business-funding professionals who can coach people and lead results.

Career-path role

Team Lead / Producing Manager

Continue contributing to production while coaching a team, strengthening follow-up and CRM discipline, and supporting service quality and team results.

Bilingual requirement: Fluent English and Spanish are required.
Relevant experience: Progressive sales or funding experience, including experience guiding or coaching a team. Two or more years in MCA or business funding is a plus.
Role responsibilities
  • Coach teammates on follow-up, client communication, and CRM habits.
  • Support sales execution while maintaining personal production as applicable.
  • Help review pipeline quality, activity, and handoffs.
  • Escalate partner, client-service, or process issues for resolution.
Estimated annual earning potential
$70,000 to $120,000+, depending on role and performance. This estimate is not guaranteed; final compensation terms must be confirmed in writing.
Apply for this role

Career-path role

Sales Director

Lead the sales organization, develop team leaders, and improve hiring, training, pipeline management, and production quality.

Bilingual requirement: Fluent English and Spanish are required.
Relevant experience: Significant experience leading and developing sales teams, hiring, and managing pipeline quality. Business-funding or finance knowledge is an advantage.
Role responsibilities
  • Set clear team expectations, coaching rhythms, and performance reviews.
  • Develop team leads and strengthen hiring and onboarding.
  • Improve pipeline visibility, follow-up quality, and client experience.
  • Coordinate with leadership on sales priorities and operating needs.
Estimated annual earning potential
$70,000 to $120,000+, depending on role and performance. This estimate is not guaranteed; final compensation terms must be confirmed in writing.
Apply for this role

ROLE APPLICATION

Tell us about your experience.

The survey asks a few role-specific questions to support an initial qualification review. It does not make a hiring decision.

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