Client Relations Manager (SMB lending, fintech, or financial experience required)

About Ready to Fund:Ready to Fund, LLC (R2F) is the investment arm of an entrepreneurial family trust that has been helping small businesses navigate cash-flow challenges since 2003. Our mission is to give business owners time to adapt, stabilize, and grow. We provide fast, short-term capital when it's needed most, often to meet critical obligations like tomorrows payroll, helping companies survive and thrive in an unpredictable economy. We are a small, entrepreneurial, and highly collaborative team working remotely across the U.S., with roots in Princeton, New Jersey and Las Vegas, Nevada. We're mission-driven, fast-paced, and deeply supportive of one another, with a culture built on trust, ownership, and work-life balance.
What you will do:The Client Relations Manager will specialize in exceptional client service, and who possesses honed relationship-building and selling skills. The role owns a portfolio of SMB clients from the moment a vetted lead is passed to the Client Relations team; the successful candidate guides the client through underwriting and onboarding and will remain their trusted point of contact for the life of the relationship - someone who picks up the phone, asks the right questions, and genuinely understands the cash-flow problem a client is trying to solve. This is a relationship-first, revenue-generating role: part account management, part sales.This candidate is someone with financial services or fintech DNA who wants to bring discipline, urgency, and client-first mindset to a growing SMB lending is a remote position open to candidates anywhere in the continental U.S. Ready to Fund is an East Coast–based company that's growing its footprint west, and, ideally, we prefer a candidate based two to three time zones west (Mountain or Pacific) to naturally extend our ability to respond to time-sensitive funding or service requests that arrive after 5pm Eastern. That said, the best candidate comes first, regardless of location.
Key ResponsibilitiesOwn a portfolio of small-to-medium-business lending clients from Business Development's hand-off through underwriting, onboarding, and funding, and remain their primary relationship owner for the life of the loan and beyondBuild strong client relationships; invest the time to understand each client's business and the specific cash-flow problem they're solvingConsistently showcase Ready to Fund's approachable, fast, and personal style to all clientsProactively pick up the phone and initiate conversations with clients and prospects; default to a real conversation over an email when it mattersTurn relationship depth into results: guide clients toward their next loan when it's the right fit and drive repeat-borrowing activity that is core to Ready to Fund's growth.Maintain fastidious, up-to-date records in the CRM tool including pipeline, renewals, and portfolio/client financial health.Serve as the escalation point for client issues, coordinating with Credit and Loan Operations to resolve them quickly and protect the clearly, promptly, and with positivity and sensitivity - both internally and externally.Identify and initiate process improvements that help the Client Relations function perform better as it scales.Build cross-functional relationships - with Business Development, Credit, Loan Operations, and Marketing - that support Ready to Fund's aggressive growth strategy.
QualificationsBachelor's degree required, Master's degree preferred.2–6+ years in financial services or fintech, with direct experience servicing and selling to small-to-medium-business lending clients (SMB term loans, lines of credit, merchant cash advance, or similar).Experience building deep, trusting, and long-lasting client verbal and written communication skills.Strong interpersonal and relationship-building skills.Ability to manage multiple a full client portfolio and competing priorities in a fast-paced environment.Experience with Salesforce (or similar CRM) and basic reporting/pipeline hygiene.Experience in financial, fintech, lending and/or PEO industry.Mountain or Pacific time zone based preferred.
Ready to Fund is an equal opportunity employer. We make employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected status under applicable law.
Applicants who require reasonable accommodations during the hiring process may contact the Company for assistance.