Position OverviewThe Business Credit & Financing Advisor – Team Lead plays a dual role: delivering an exceptional client experience while serving as a mentor and point of leadership within the advisory team. This role is heavily client-facing and service-oriented, with a strong focus on guiding business owners through complex financing decisions while ensuring best-in-class support.You’ll leverage your customer service expertise, business credit knowledge, and coaching mindset to help clients—and your teammates—succeed.This is a full-time, remote position.What You Will DoClient Advisory & Customer ExperienceServe as a trusted advisor to small business owners seeking business credit and financing solutions.Deliver a high-touch, consultative customer experience from initial call through funding.Use AI-powered tools to create and present personalized Funding Blueprints.Maintain working knowledge of lender requirements and program qualifications to provide accurate, tailored guidance.Team Leadership & SupportAct as a Team Lead by supporting, mentoring, and guiding advisors to deliver consistent, high-quality service.Help reinforce best practices, client communication standards, and process adherence.Serve as a resource for complex client situations and escalations.Relationship ManagementBuild long-term relationships with clients by setting clear expectations and providing ongoing support.Ensure client satisfaction while helping them confidently navigate business financing options.What We OfferCompensation: Base salary of $45,000–$55,000 annually, plus eligibility for performance-based bonuses.On-Target Earnings (OTE): $55,000–$65,000Remote Flexibility: Work from home with company-provided equipment.Benefits: Medical, Dental, Vision, Life Insurance, Short & Long-Term Disability401(k): Company match included.PTO: Flexible paid time off and regular business hours.Supportive Culture: Collaborative, learning-focused environment with real career growth opportunities.Impact: Be part of a fast-growing company transforming the business credit spaceWho We’re Looking ForRequired / Strongly PreferredBackground in customer service, client success, or account management (required).Experience with business credit, business financing, lending, or financial services (strongly preferred).Ability to explain complex financial concepts clearly and confidently.At Credit Suite we believe differences make us stronger, that different experiences, opinions, and skillsets are a Super Power, and we encourage ALL interested candidates to apply.
