Business Funding/ Business Credit: Client Success Associate

Job Title: Client Success Manager – Business Funding Program

Company: Takeoff Financial

Location: Remote (Monday-Friday) (Saturday Partial)

Paid Major US Holidays

About Us:
Takeoff Financial is dedicated to helping licensed professionals secure business credit and capital quickly and efficiently. Our Business Funding Program focuses on delivering clients access to business credit cards and lines of credit within 30 days. I

Position Overview:
As a Client Success Associate, you will play a crucial role in supporting our Client Success Manager/Director to ensure our clients have a seamless experience. This is a client-facing role in which you will assist clients getting access to capital with lenders. Your responsibilities will include assisting with client communications, managing client documentation, coordinating follow-ups, and ensuring that all client needs are met promptly. Must have Business Credit/ Business Funding Experience.

Key Responsibilities:

Assist in managing client accounts and communications with banking lenders

Analyze and interpret financial reports, tax returns, bank statements, and cash flow summaries to assess client eligibility for funding.

Review and validate business and personal credit reports, ensuring clients meet program requirements.

Assist with preparing funding packages for submission to banking partners.

Develop efficient workflows, identify process gaps, and recommend improvements for client success operations.

Coordinate with clients to schedule meetings and follow-ups.

Meet with Clients and Lenders Via Zoom

Guiding Client through business and credit recommendations prior to file advancement.

Assist in tracking client progress and outcomes to ensure program success.

Qualifications & Experience:

Previous leadership role in the financial sector (e.g., COO, Director of Operations, Head of Client Services, or equivalent).

5–7+ years of experience in banking, lending, financial services, or credit-based industries.

Strong background in analyzing financial documents (tax returns, bank statements, P&L, balance sheets, credit reports).

Proven understanding of business credit and personal credit structures, scoring models, and funding readiness requirements.

Experience working with small business lending, underwriting, or funding programs strongly preferred.

Ability to create and improve operational processes with a focus on efficiency and accuracy.

Strong communication and leadership skills able to interact with clients professionally while supporting internal teams.

Bachelor’s degree in Finance, Accounting, Economics, or Business (Master’s or MBA a plus).

Experience with CRM tools, such as Asana, GHL, Excel, and other AI platforms.

How to Apply:
If you are passionate about helping businesses grow and meet the qualifications above, we’d love to hear from you! Please submit your resume and a one-minute video explaining your experience in business funding and how you've helped individuals access capital. If you submit your interest without a video and resume your application will be revoked.