Client Success Representative at Nterval Funding | Remote

About Nterval FundingNterval Funding is a dynamic and rapidly expanding financial services firm that specializes in providing real estate commission advances. We collaborate with real estate professionals across the nation to give them prompt access to their earned commissions, enabling them to sustain a steady cash flow, expand their businesses, and enjoy p…

ABOUT NTERVAL FUNDINGNterval Funding is an innovative financial services firm focused on providing real estate commission advances. We collaborate with real estate professionals across the nation, enabling them to access their earned commissions promptly. This support empowers agents to manage their cash flow effectively, grow their businesses, and achieve peace of mind. Our core values emphasize speed, service, and trust, establishing us as a premier choice for agents who prefer closing deals over waiting for payments.This position is part-time (20–30 hours per week, Monday–Friday), with an hourly pay range of $25–$30. WHY YOU’LL LOVE WORKING HERE• Competitive compensation with opportunities for career advancement• Flexible remote/hybrid work arrangements• Access to professional development and industry training• A supportive, entrepreneurial environment that encourages initiative and ownership• Direct engagement with executive leadership and decision-making processes• Experience in a rapidly growing fintech niche within the real estate sector ROLE SUMMARYWe are on the lookout for a dedicated Closing Coordinator who will facilitate the swift and accurate processing of commission advances for real estate agents. You will coordinate with agents, escrow, title companies, and brokerages to ensure a smooth transition from approval to funding and repayment.In this pivotal role, you will serve as the primary contact once an application receives approval, driving the funding process forward while maintaining current timelines and addressing any delays, missing documentation, or last-minute alterations.This fast-paced, communication-centric role requires proactive follow-up and exceptional organizational skills. YOUR DAY-TO-DAY• Proactively follow up with escrow, title, and brokerages to secure required confirmations and update timelines • Ensure approved deals are progressing towards same-day or next-day funding • Verify commission amounts, closing dates, and documentation accuracy • Monitor and communicate any delays, cancellations, or updated closing dates • Identify and resolve potential issues that may hinder funding or repayment • Coordinate with agents on next steps for delayed or fallen-through deals • Assist with follow-up on repayments post-closing • Maintain accurate documentation and compliance for each file • Update Salesforce as transactions progress • Provide support to operations, accounting, and collections teams as required • Cultivate strong relationships with agents to enhance speed and encourage repeat business WHO WE’RE LOOKING FOR• Previous experience as real estate assistants, escrow/title assistants, or transaction coordinators• Customer service representatives skilled in high-volume outreach• Individuals who thrive on quickly completing tasks and driving deals to closure• Quick responders who remain organized under pressure...

ABOUT NTERVAL FUNDINGNterval Funding is an innovative financial services provider dedicated to facilitating real estate commission advances. We collaborate with real estate professionals across the nation, empowering them with prompt access to their earned commissions. This approach helps agents maintain steady cash flow, expand their businesses, and enjoy peace of mind. Our core values emphasize speed, service, and trust, positioning us as the preferred choice for agents focused on closing deals without delays.This role is part-time (20–30 hours per week, Monday–Friday) and offers an hourly wage ranging from $20 to $25.WHY JOIN OUR TEAM?• Attractive compensation with opportunities for advancement• Flexible remote/hybrid working arrangements• Access to professional development and industry training• An entrepreneurial and supportive culture that encourages initiative and ownership• Direct interaction with executive leadership and involvement in strategic decision-making• The chance to thrive in a rapidly growing fintech niche within the real estate sectorROLE OVERVIEWAs a Client Success Coordinator, you will serve as the initial point of contact for real estate agents interested in commission advances. Your role will involve guiding clients through the application and onboarding process, assisting them in submitting accurate documentation, and preparing files for review and approval.This position is centered on providing pre-approval support, ensuring agents comprehend the requirements, aiding them in completing the application, and verifying that all information is accurate and ready for decision-making. You will also follow up with agents who began but did not complete their applications, addressing their questions and maintaining prompt, friendly communication throughout.This fast-paced, communication-rich role requires exceptional organizational skills, responsiveness, and outstanding client service abilities.YOUR DAILY RESPONSIBILITIES• Engage with prospective clients via phone, text, email, and chat• Assist agents in navigating the application and documentation submission processes• Review incoming documents for completeness and accuracy• Identify early obstacles (missing forms, unclear dates, inconsistent information)• Follow up with agents who initiated but did not finalize an application• Prepare clean and accurate files for approval review• Maintain a high response rate and deliver an exceptional client experience• Educate clients on subsequent steps, documentation needs, and timelines• Update Salesforce with client information, document statuses, and application progress• Collaborate internally with operations as files progress toward approval• Monitor application progress and ensure timely movement toward decisionsWHO WE SEEK• Customer service representatives comfortable with high-volume outreach• Individuals who thrive in a fast-paced environment and possess strong communication skills

JOIN OUR TEAM AT NTERVAL FUNDINGNterval Funding is a rapidly expanding financial services enterprise dedicated to providing real estate commission advances. We collaborate with real estate professionals across the nation, enabling them to access their earned commissions ahead of schedule. This support helps maintain consistent cash flow, fosters business growth, and offers peace of mind. Our team prioritizes speed, exceptional service, and trust, making us the preferred choice for agents focused on closing deals rather than waiting for paychecks.This position begins as part-time (20–30 hours per week, Monday–Friday) with an hourly pay range of $20–$25. WHY YOU’LL ENJOY WORKING WITH US• Competitive compensation package with opportunities for advancement• Flexible remote/hybrid working arrangements• Access to professional development and industry-specific training• A supportive, entrepreneurial environment that encourages initiative and ownership• Direct interaction with executive leadership and involvement in decision-making processes• An opportunity to thrive in a high-growth fintech sector within the real estate industry ROLE OVERVIEWAs the Client Success Representative, you will serve as the initial point of contact for real estate agents interested in our commission advance services. You will assist clients throughout the application and onboarding journey, ensuring they submit accurate documentation and prepare files for review and approval.This role emphasizes pre-approval support — ensuring agents comprehend the requirements, aiding them in completing the application, and confirming that all information is precise and ready for evaluation. You will also follow up with agents who initiated but did not complete their applications, addressing their inquiries and maintaining prompt, friendly communication throughout the process.This is a dynamic, communication-focused role that demands strong organizational skills, responsiveness, and a commitment to outstanding client service. YOUR DAILY RESPONSIBILITIES• Engage with prospective clients via phone, text, email, and chat• Guide agents through the application and documentation submission process• Review incoming documents for accuracy and completeness• Identify and resolve early blockers (missing forms, unclear dates, inconsistent information)• Follow up with agents who have not completed their applications• Prepare organized and accurate files for approval review• Maintain a high speed of response to inbound inquiries and deliver an exceptional client experience• Educate clients on next steps, documentation requirements, and timelines• Update Salesforce with client information, document status, and application progress• Collaborate internally with the operations team as files progress toward approval• Monitor application progress and ensure timely movement towards decisions WHO WE’RE SEEKING• Customer service representatives who thrive in a high-volume outreach environment• Individuals who take pride in delivering excellent client experiences and enjoy guiding others through processes

ABOUT NTERVAL FUNDINGNterval Funding is an innovative and rapidly expanding financial services company that focuses on real estate commission advances. We empower real estate professionals nationwide by providing them with early access to their earned commissions, enabling them to maintain a stable cash flow, scale their businesses, and gain peace of mind. Our team is committed to speed, exceptional service, and trust, making us the preferred partner for agents who want to concentrate on closing deals rather than waiting for payments.This position starts as part-time (20–30 hours per week, Monday–Friday), with an hourly pay range of $25–$30.WHY YOU’LL LOVE WORKING HERE• Competitive compensation with opportunities for growth• Flexible remote or hybrid work options• Ongoing professional development and industry training• A supportive and entrepreneurial culture that fosters initiative and ownership• Direct access to executive leadership and strategic decision-making• A chance to work within a high-growth fintech niche in the real estate sectorROLE SUMMARYWe are on the lookout for a dedicated Closing Coordinator to assist real estate agents in securing their commission advances swiftly and accurately. Your responsibilities will include coordinating with agents, escrow, title, and brokerages to ensure that files progress smoothly from approval to funding and repayment.As the primary point of contact post-approval, you will drive the deal towards funding, keep timelines updated, and address any slow responses, delays, missing documentation, or last-minute changes.This role is fast-paced and requires strong communication and organizational skills with a proactive follow-up approach.YOUR DAY-TO-DAY• Follow up with escrow, title, and brokerages to secure necessary confirmations and update timelines• Ensure approved deals progress towards same-day or next-day funding• Verify commission amounts, closing dates, and documentation accuracy• Track and communicate any delays, cancellations, and updated closing dates• Identify and proactively resolve issues that may hinder funding or repayment• Coordinate next steps with agents for delayed or fallen-out deals• Assist with repayment follow-up post-closing• Maintain precise documentation and compliance for each file• Update Salesforce as transactions evolve• Support operations, accounting, and collections teams as necessary• Foster strong relationships with agents to enhance speed and increase repeat businessWHO WE’RE LOOKING FOR• Previous real estate assistants, escrow/title assistants, or transaction coordinators• Customer service representatives comfortable with high-volume outreach• Individuals who thrive on completing tasks quickly and pushing deals to closure• Quick responders who can stay organized under pressure

As the Vice President of Client Success at Collective Health, you will play a pivotal role in driving our mission to revolutionize healthcare benefits. You will lead a dynamic team, ensuring our clients receive exceptional support and guidance, thereby enhancing their experience and satisfaction. Your strategic vision will empower our organization to foster long-lasting client relationships and drive growth through innovative solutions.

Join DoorDash as the Manager of Client Success & Technical Solutions, where you will spearhead the DoorDash for Business Customer Success Team. This pivotal role involves crafting strategies and implementing scalable solutions to ensure smooth onboarding, activation, and enduring customer retention. Your leadership will guide customers through their journey, from initial contact to post-launch success.As we expand our offerings for corporate clients, including catering and group orders, you will take on greater responsibility for customer health in a complex landscape. Your ability to prioritize effectively and maintain focus on impactful actions will be crucial for our customers' success.About the RoleIn this leadership role, you will manage a team of 6-9 Customer Success Managers (CSMs), overseeing coaching, performance management against KPIs, and collaborating directly with customers to gather insights that shape our initiatives and product roadmap. This position requires a proactive mindset; you will be expected to identify inefficiencies and implement tools and processes that enhance customer satisfaction and team productivity.Collaboration is key, and you will work closely with the Sales team—not merely as a handoff point but as a true partner. You will drive alignment on account health and escalations, and participate in discovery meetings to provide technical context that helps Sales position the right solutions for our clients. A solutions-first mindset is essential.Additionally, you will establish tracking and monitoring systems to ensure all deals are actively managed, providing timely updates to cross-functional partners and leadership. Your contributions will support our program strategy and structure across various initiatives, enhancing enablement, improving processes, and fostering collaboration.

Are you a detail-oriented finance professional with a passion for accounting? Y Combinator is seeking a dedicated Fund or Senior Fund Accountant to join our dynamic team in San Francisco. In this role, you will play a crucial part in managing financial records, ensuring compliance, and supporting our innovative startup ecosystem.You will collaborate with various stakeholders, maintain accurate financial reports, and contribute to the overall financial strategy of our organization. If you thrive in a fast-paced environment and are eager to work with some of the brightest minds in the industry, we want to hear from you!

The Client Success Manager at meetmarvin focuses on building strong relationships with clients and helping them achieve success with the company's solutions. This position centers on guiding clients through onboarding, offering ongoing support, and ensuring they get the most value from meetmarvin's services. Role overview This role involves working closely with new clients to set them up for success from day one. The Client Success Manager also provides continued support, answers questions, and helps resolve any issues that arise throughout the client journey. What you will do Onboard new clients and introduce them to meetmarvin's offerings Offer ongoing support and address client needs as they use the platform Build and maintain strong relationships to encourage client retention and satisfaction Help clients understand and maximize the value of meetmarvin's services

Role overview The Client Success Manager at WeaveGrid leads utility electric vehicle (EV) managed charging and virtual power plant (VPP) programs. This position holds responsibility for large-scale deployments, giving the manager autonomy to drive outcomes and remain accountable for major accounts. The work blends clean energy technology with enterprise-level program delivery. Acting as a client-facing leader, the manager serves as a trusted advisor to utility partners, helping them maximize the impact of their EV charging initiatives for both the grid and drivers. Main responsibilities Client growth Act as the primary point of contact for contracted and ongoing client programs using the WeaveGrid SaaS platform. Coordinate with internal teams and clients to successfully launch new programs. Develop and execute strategies to boost driver enrollment, working closely with clients, partners, and the WeaveGrid team. Program delivery and engagement Lead regular meetings and on-site workshops with clients. Maintain and carry out account delivery plans. Share data-driven insights proactively with clients. Support program evaluation and reporting, collaborating with third-party evaluators and regulators when needed. Manage client issues from initial triage through resolution, ensuring clear communication with all stakeholders. Cross-functional collaboration and internal alignment Champion account success as the internal point person. Balance and align priorities from both internal and external stakeholders, managing expectations around products and services. Work with the Solution Design and Integrations team on non-standard projects (such as SSO integration) and other IT implementations that support program objectives. Collaborate with Product to identify and pursue opportunities to improve conversion and retention for assigned programs. Location This role is based in San Francisco or open to candidates who can work from the San Francisco area. Local presence is preferred.

Join Dagster Labs as a Customer Success Manager, where you will play a pivotal role in ensuring our clients achieve their desired outcomes using our innovative data orchestration tools. In this fully remote position, you will leverage your strong communication skills and technical acumen to build lasting relationships with clients and guide them through their journey with our platform.Key responsibilities include onboarding new customers, providing ongoing support, and advocating for customer needs within the organization. Your expertise will help clients maximize the value they receive from our solutions, ultimately leading to increased customer satisfaction and retention.

Join maxrte as a Client Onboarding Manager and take the lead in ensuring our clients have an exceptional onboarding experience. In this fully remote role, you will work closely with clients to understand their needs, guide them through our processes, and ensure they are set up for success from day one. Your expertise in client relations, attention to detail, and proactive problem-solving will be key to building lasting partnerships.

Reports to: CFOThe OpportunityJoin NFX as a Fund Controller, where you will collaborate closely with our CFO to spearhead and expand the fund finance functions as we enhance our platform and grow our assets under management. You will be responsible for overseeing comprehensive fund accounting and reporting across our venture funds, while working in harmony with both internal teams and external service providers. Your role will also involve close collaboration with our Management Company (ManCo) Controller, ensuring robust controls and continuity in key workflows, thus providing a built-in second set of eyes while gaining extensive exposure to both fund and ManCo finance operations.KEY RESPONSIBILITIESFinancial Leadership & Management● Design and sustain a high-performing finance team with scalable, efficient processes.● Serve as a strategic partner to the CFO, COO, General Counsel, and investment team.Fund Accounting● Oversee full-cycle US GAAP accounting and record-keeping for funds and related entities, including capital activity and partner allocations.● Manage outsourced fund administrators, reviewing capital calls, distributions, quarterly closes/work papers, financial statements, and partner capital statements.Valuations & Portfolio Reporting● Facilitate the quarterly valuation and fair value process in collaboration with the investment team, ensuring thorough process management, documentation, and controls.● Oversee the outsourced fund administrator's quarterly LP/GP reporting processes, including packages, NAV, IRR, MOIC, and other essential financial metrics.● Assist in the preparation and review of ad-hoc analyses for fundraising and portfolio management.

About Us:At Parafin, we are dedicated to empowering small businesses. Recognizing that small enterprises form the backbone of our economy, we strive to provide them with the financial resources they need, which traditional banks often overlook. Our innovative technology simplifies access to essential financial tools through the platforms these businesses already use. We collaborate with industry leaders like DoorDash, Amazon, Worldpay, and Mindbody to deliver rapid and adaptable funding, spend management, and savings solutions to small business users via seamless integration. Parafin handles the intricate aspects of capital markets, including underwriting, servicing, compliance, and customer support for our partners.Our team is composed of passionate innovators from leading companies such as Stripe, Square, Plaid, Coinbase, and Robinhood, united by a shared goal to build solutions that foster small business success. With over $194M in equity and $340M in debt facilities, Parafin is a Series C company backed by esteemed venture capitalists including GIC, Notable Capital, Redpoint Ventures, Ribbit Capital, and Thrive Capital.Join us in shaping a future where every small business has access to the financial tools they need.About the PositionWe are seeking a dynamic Product Operations Specialist to enhance our operations and expand our capital products.In this pivotal role, you will be an integral operator of our product suite, ensuring a positive experience for the small businesses we serve. Your responsibilities will include optimizing and creating top-tier processes for payments and fraud management. You will dive deep into Parafin’s Capital products, troubleshooting issues, conducting data analysis, and developing essential documentation.If you are an adaptable team player who thrives in a fast-paced startup environment and is passionate about helping small businesses grow, we invite you to join our team!What You’ll Be Doing:Develop operational solutions to assess complex business risks in a fast-paced environment.Automate and streamline operational processes, overseeing efforts to create in-house solutions or collaborate with external vendors.Conduct reviews to evaluate risk factors for high-priority merchants.Troubleshoot and resolve payment issues with our merchants, ensuring swift solutions.

About This Role:We are seeking a dedicated Client Relations Associate who is enthusiastic about enhancing client experiences through proactive support and effective relationship management. In this pivotal role, you will oversee a designated portfolio of clients, ensuring they receive exceptional service that fosters satisfaction, retention, and enduring value.As the primary liaison for our clients, you will connect them with the appropriate technical resources, keep them informed, and champion their success. You will collaborate closely with our Senior Client Relations Manager, who will guide your onboarding and professional growth.Key Responsibilities:Serve as the main point of contact for a designated book of clients, owning the relationship.Conduct regular check-ins to ensure alignment and client satisfaction.Proactively track service performance, ticket trends, and client engagement metrics.Collaborate with the technical team to facilitate seamless service delivery and resolve issues.Identify opportunities for upselling or expansion and communicate these to the Senior Client Relations Manager.Assist in the renewal process and support updates to contracts.Aid in onboarding new clients, ensuring a smooth transition to technical teams.Maintain comprehensive notes, updates, and tasks within our documentation systems.About You:2+ years of experience in Account Management, Client Success, or a related client-facing role, preferably within technology, MSP, SaaS, or IT services.A college degree in communications, psychology, English, or a related field is preferred.Exceptional communication skills, with a clear, polished, and client-friendly demeanor.Strong organizational skills and the ability to manage multiple accounts simultaneously.A proactive, solution-oriented mindset.Familiarity with tools such as JIRA or similar ticketing systems is a plus.Ability to work independently in a dynamic and fast-paced environment.Benefits:‍ Comprehensive health benefits including 100% coverage for health, dental, and vision insurance for you, and 50% for dependents.

As a Customer Success Manager at Prophecy Simple Data Labs, you will play a pivotal role in ensuring customer satisfaction and success with our data solutions. By leveraging your exceptional communication and problem-solving skills, you will be responsible for building strong relationships with our clients and proactively addressing their needs. Your expertise will guide customers through the onboarding process, helping them maximize the value of our products and services.

At Mentis AI, our founders bring invaluable experience from prestigious firms such as Lazard and Partners Group. With our headquarters in London and San Francisco, we specialize in merging real-world financial expertise with cutting-edge AI model training. Our mission is to seamlessly integrate human intelligence with artificial intelligence, enhancing decision-making processes in the financial sector.Role Overview: As an Expert AI Trainer focused on hedge fund strategies, you will play a crucial role in an innovative AI training initiative. Your insights into investment frameworks and portfolio management will help shape AI methodologies that reflect the analytical rigor of top-performing hedge funds. We invite seasoned Portfolio Managers and Analysts from various hedge fund strategy backgrounds to apply.

About the Role Descript is on the lookout for a Director of Customer Success who is strategic, empathetic, and execution-focused, to spearhead, scale, and enhance our Customer Success operations. As the head of a rapidly growing Customer Success Management (CSM) team, you will play a crucial role in establishing best practices, refining our post-sale processes, and collaborating cross-functionally to boost adoption and growth within our Enterprise customer segment. This pivotal role is tailored for a builder who thrives in dynamic, early-stage environments. You will partner closely with the VP of Sales to craft our customer success strategy, guarantee customer satisfaction and growth, and position Descript as the industry leader in modern media creation workflows. Key Responsibilities Lead & Cultivate a High-Performing CSM Team Manage, mentor, and expand a talented team of Customer Success Managers tasked with onboarding, adoption, retention, and growth in strategic Enterprise accounts. Set team operating frameworks, KPIs, and performance expectations that enhance customer value and drive commercial success. Foster a culture of curiosity, collaboration, accountability, and continuous improvement. Define & Implement Customer Success at Descript Create scalable Customer Success programs, processes, and playbooks for onboarding, adoption, renewal, expansion, and risk management. Collaborate with the VP of Sales to determine the long-term vision for Customer Success, success metrics, and team structure as it evolves. Deploy systems and tools that enable visibility, efficiency, and data-informed decision-making throughout the customer journey. Enhance Customer Outcomes Across Our Enterprise Portfolio Oversee executive engagement strategies, ensuring CSMs are perceived as trusted advisors by our most valuable accounts. Work alongside Sales leadership to jointly manage revenue outcomes, including retention, renewals, and expansion initiatives. Develop frameworks to identify at-risk customers, proactively intervene, and secure long-term account health. Influence Product Development & Shape the Future of Descript Act as a senior voice of the customer across Product, Engineering, Design, Marketing, and Support. Convert customer feedback into actionable opportunities, guiding roadmap prioritization and product strategy. Ensure the Customer Success organization is seamlessly integrated with cross-functional teams.

Join Cloudflare as a Customer Success Manager, where you will play a pivotal role in ensuring our clients achieve their desired outcomes with our cutting-edge solutions. You will be responsible for nurturing client relationships, understanding their needs, and providing ongoing support to enhance their experience, ensuring they derive maximum value from our services.

Revolutionize Customer Engagement in BankingAt Prelim, we are transforming how financial institutions onboard and engage with their customers. Our innovative platform facilitates essential banking operations for a diverse range of institutions globally, from community banks to large-scale financial organizations. As a rapidly expanding remote-first startup, we are committed to making banking services more inclusive and accessible for all.Your Role in Our MissionWe are seeking a dedicated Client Strategy Analyst to enhance the success of our growing portfolio of banking clients. In this pivotal role, you will serve as a trusted advisor to financial institutions post-launch, ensuring they effectively operate, troubleshoot, and scale their use of the Prelim platform.This position exists at the crossroads of customer success, problem-solving, and internal collaboration. You will engage closely with bank stakeholders, alongside Prelim’s product, engineering, and sales teams.Your ResponsibilitiesOversee a portfolio of banking clients as their trusted partner following their go-live phase.Conduct regular check-ins and foster strong relationships with stakeholders, ranging from operations staff to executives.Create and maintain customer workflows and configurations that align with each bank's goals.Address support escalations, troubleshoot platform issues, and make real-time adjustments during live calls.Collaborate closely with product and engineering teams to investigate bugs, advocate for customer needs, and relay resolution timelines.Manage the flow of support tickets to ensure timely resolution of customer inquiries.Educate and empower bank employees on platform capabilities and best practices during and after implementation.Assist with strategic implementations during resource constraints, providing support in configuration and project management.Analyze, synthesize, and communicate product updates to customers effectively.Navigate complex customer relationships and de-escalate high-pressure situations while safeguarding team interests.Your QualificationsOutstanding customer-facing skills with the ability to manage multiple stakeholders successfully.Robust analytical skills and a methodical approach to problem diagnosis and resolution.Effective communication skills, both verbal and written, to convey complex information clearly.Experience in customer success, account management, or related fields is a plus.A passion for technology and its application in customer experience improvement.