Client Support Success Manager (Remote) - Part-time

pstrongABOUT NTERVAL FUNDING/strong/ppNterval Funding is a fast-growing financial services company specializing in real estate commission advances. We partner with real estate professionals nationwide, giving them early access to their earned commissions so they can maintain consistent cash flow, grow their businesses, and achieve peace of mind. Our team values speed, service, and trust — making us a top choice for agents who want to focus on closing deals, not waiting for paychecks.brbrThis role starts as part-time (20–30 hours per week, Monday–Friday). The hourly pay range for this role is $20–$25 per hour. /pp /ppstrongWHY YOU’LL LOVE WORKING HERE/strong/pp• Competitive compensation package with growth opportunitiesbr• Flexible remote/hybrid work optionsbr• Professional development and industry trainingbr• Supportive, entrepreneurial culture that values initiative and ownershipbr• Direct exposure to executive leadership and decision-makingbr• Opportunity to work in a high-growth fintech niche within the real estate industry/pp /ppstrongROLE SUMMARY/strong/ppAs the Client Success Representative, you will be the strongfirst point of contact/strong for real estate agents exploring a commission advance. You’ll guide clients through the strongapplication and onboarding process/strong, help them submit accurate documentation, and prepare files for review and approval./ppThis role focuses on strongpre-approval support/strong — making sure agents understand what’s needed, helping them complete the application, and ensuring all information is accurate and ready for decision. You’ll also reconnect with agents who started but didn’t finish an application, support their questions, and maintain fast, friendly communication throughout./ppThis is a fast-paced, communication-heavy role that requires strong organization, responsiveness, and excellent client service skills./pp /ppstrongYOUR DAY-TO-DAY/strong/pp• Respond to prospective clients across phone, text, email, and chatbr• Guide agents through the application and documentation submission processbr• Review incoming documents for completeness and accuracybr• Identify early blockers (missing forms, unclear dates, inconsistent information)br• Follow up with agents who started but have not completed an applicationbr• Prepare clean and accurate files for approval reviewbr• Maintain high inbound response speed and deliver an exceptional client experiencebr• Educate clients on next steps, documentation requirements, and timelinesbr• Update Salesforce with client details, document status, and application progressbr• Coordinate internally with operations as files move toward approvalbr• Track application progress and ensure timely movement toward a decision/pp /ppstrongWHO WE’RE LOOKING FOR/strong/pp• Customer service reps comfortable with high-volume outreachbr • Individuals who enjoy helping clients through onboarding and documentationbr • Fast responders who stay organized under pressurebr • Strong communicators who enjoy problem-solving and helping clients succeed/pp/ppstrongIf this sounds like a role where you’d excel, we’d look forward to connecting with you./strong/ppstrongRequirements/strong/ppstrongWHAT MAKES YOU A GREAT FIT/strong/pp• Experience in client success, sales, operations management, or account managementbr• Working knowledge of CRM systems (Salesforce experience is a plus)br• Strong problem-solving abilities and multitasking skillsbr• Excellent written and verbal communicationbr• Highly organized with the ability to manage multiple deadlinesbr• Exposure to financial services, mortgage, escrow, title, or real estate transactions is a plusbr• Professional, proactive, and accountable/ppstrongBenefits/strong/pp• Remote work flexibilitybr• Professional development supportbr• Opportunities to grow into full-time with broader benefitsbr• Opportunities for advancement as the company grows /p