Most recent job postings at fundbox
via SV Angel Job Board posted_at: 9 days agoschedule_type: Full-time
Account Specialist at Fundbox Account Specialist at Fundbox Show more details...
via StartWire posted_at: 8 days agoschedule_type: Full-time
About Fundbox Fundbox is a financial platform for small businesses. The company is on a mission to unlock growth for small businesses by providing fast and easy access to financial tools and working capital solutions. Fundbox has connected with over 325,000 businesses, unlocked over $2.5B in working capital, and invested $100M into its AI platform, gaining deep insights into the small business... ecosystem. We were recently selected as one of the About Fundbox

Fundbox is a financial platform for small businesses. The company is on a mission to unlock growth for small businesses by providing fast and easy access to financial tools and working capital solutions. Fundbox has connected with over 325,000 businesses, unlocked over $2.5B in working capital, and invested $100M into its AI platform, gaining deep insights into the small business... ecosystem. We were recently selected as one of the top 250 Fintechs out of 17,000 Fintechs and Startups in the industry.

Fundboxers (as we like to call them) join our amazing team due to our mission of empowering small businesses to realize their full potential with the help of Fundbox.

A lil bit about the Rockstar team you will be working with….

No cold calling or hunting for leads in this role! Throughout the day you will be assigned hot leads of businesses who were recently approved, existing Customers that have been flagged to receive enticing offers to enhance their account or be involved in exciting projects that will help take Fundbox to the next level.You will be surrounded by hard working, team oriented, and driven teammates who are constantly setting record sales goals month over month.

A day in the life of an Account Specialist…

Our inbound sales team is responsible for consulting clients about their business needs, providing product demonstrations, and selling/upselling Fundbox financial products. You love talking on the phone and making a difference. You have a passion for learning and are looking for an opportunity to contribute to a rapidly growing organization. In this role you will:
• Establish rapport with business owners and key decision-makers
• Consult businesses on their financial needs and sell/upsell Fundbox
• Well versed in active listening to overcome the businesses concerns and creatively find ways Fundbox can help each business
• Maintain high outbound call volume to approved Fundbox customers
• Wear many hats and communicate cross-functionally on a regular basis
• Work in a fast-paced environment
• Be committed to being customer-centric
• Work hard, celebrate your accomplishments, and have a great work/life balance.
Job Requirements
• Minimum 2 years of sales experience preferred
• Customer success/Account Management/Customer Support experience is a plus
• Track record of meeting and exceeding sales quota
• Bachelor’s Degree from an Accredited University preferred
• Quick thinker and learner
• A high degree of work ethic and a positive can do attitude
• Excellent communication skills
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via Dallas, TX - Geebo posted_at: 3 days agoschedule_type: Full-timesalary: 20–28 an hour
Job Description Our mission at Fundbox (http: //fundbox.com) is to help democratize access to business financing and build the world's first B2B credit and payment network. We use technology, data science, and common sense to give business loans to thousands of small business owners across the U.S., so they can succeed and grow. Headquartered in San Francisco, with additional offices in Plano, TX and Tel Aviv, Israel, Fundbox has over 300 employees. Job Description Our mission at Fundbox (http:
//fundbox.com) is to help democratize access to business financing and build the world's first B2B credit and payment network. We use technology, data science, and common sense to give business loans to thousands of small business owners across the U.S., so they can succeed and grow. Headquartered in San Francisco, with additional offices in Plano, TX and Tel Aviv, Israel, Fundbox has over 300 employees. The Director, Collections Strategy and Analysis is a key leadership role, with broad accountability to improve Fundbox's Collections and Recoveries. This individual will be both a strategic and an operational leader, working directly with both the Chief Credit Officer and the VP of Sales & Servicing, and will have a unique opportunity to set the agenda and operationalize it in partnership with several groups. In this role, you will:
Set and drive the agenda to improve Collections and Recoveries Hire, train, and manage a best in industry... collections organization Increase agent output and manage team performance Test and implement different tools and strategies (e.g. skip tracing, auto dialer, bureau reporting etc) Work with Legal & Compliance to ensure tight adherence to compliance standards Develop new processes and capabilities for recoveries, such as debt sale Set up well designed experiments and perform high quality analysis to make sound recommendations Manage key partner relationships (e.g. third party collections and litigation) Juggle multiple priorities in a fast-paced environment through effective communication with peers, customers and executives You should have:
At least 8 years experience in collections in commercial or consumer lending, including 4
years in supervisory capacity Strong analytical skills Knowledge and experience with different collections tools and data sources Ability to identify opportunities, develop frameworks and perform and manage analyses with high degree of autonomy and accuracy Strong sense of ownership and business orientation Able to communicate insights clearly and succinctly (written and verbal) and partner with cross functional teams to deliver results Experience using Tableau or other software for data exploration & visualization is strongly preferred.
Salary Range:
$150K -- $200K
Minimum Qualification
Banking, Loans & Insurance, Business Intelligence & AnalyticsEstimated Salary: $20 to $28 per hour based on qualifications
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via San Francisco - Geebo posted_at: 3 days agoschedule_type: Full-timesalary: 20–28 an hour
Job Description We build financial technology to help more business owners succeed. Our goal is to revolutionize the business economy by evolving how funding flows. The Credit team at Fundbox owns underwriting, pricing, loan performance and Collections and has direct customer-level P&L responsibility. The team is responsible for driving lending margins by making important business decisions. In... this early position on our Credit team, you will have Job Description We build financial technology to help more business owners succeed. Our goal is to revolutionize the business economy by evolving how funding flows. The Credit team at Fundbox owns underwriting, pricing, loan performance and Collections and has direct customer-level P&L responsibility. The team is responsible for driving lending margins by making important business decisions. In... this early position on our Credit team, you will have an opportunity to have a unique opportunity to not just develop high impact recommendations, but also help set and drive the agenda for the Credit team. In this role, you will:
Set and drive the agenda to improve new customer underwriting (approve/decline, credit line assignment and pricing) as well as drive customer management strategies (credit line increase & decrease, retention, repricing etc.) Develop solid understanding of segment level valuations to develop optimal policies at segment level, and help key partners in Marketing, Finance and BD adopt a consistent, profitability-based approach. Partner with Data Scientists to communicate business needs, provide inputs during model building and to leverage new risk models in underwriting Juggle multiple priorities in a fast-paced environment through effective communication with peers, customers and executives. Help in hiring, coaching, developing and managing new analysts You should have:
At least 4 years of experience in performing and leading credit analysis in consumer lending businesses (credit cards, auto loans, unsecure loans etc.) Ability to identify opportunities, develop analytical framework and perform and manage analyses with high degree of autonomy and accuracy Strong sense of ownership and business orientation Strong technical skills - SQL and/or other databases, R/Python, Excel modeling/VBA Able to communicate insights clearly and succinctly (written and verbal) Experienced using Tableau or other software for data exploration & visualization is strongly preferred BS / MS in a quantitative discipline (Computer Science, Mathematics, Statistics or Engineering), preferred.
Salary Range:
$80K -- $100K
Minimum Qualification
Risk & Quantitative AnalysisEstimated Salary: $20 to $28 per hour based on qualifications
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via San Francisco - Geebo posted_at: 3 days agoschedule_type: Full-timesalary: 20–28 an hour
In this role, you will: Build a strong Partnership Strategy function that works collaboratively with the Business Development team Hire, train and manage a high performing team Build frameworks and valuation tools to analyze potential deals Show creativity and imagination to help structure deals that meet partner needs Show discipline and judgement to help ensure adequate returns for Fundbox... Drive multiple deals/projects in a fast-paced environment In this role, you will:
Build a strong Partnership Strategy function that works collaboratively with the Business Development team Hire, train and manage a high performing team Build frameworks and valuation tools to analyze potential deals Show creativity and imagination to help structure deals that meet partner needs Show discipline and judgement to help ensure adequate returns for Fundbox... Drive multiple deals/projects in a fast-paced environment through effective communication with peers and customers Develop monthly, quarterly, and annual performance monitoring/reviews of key partnerships to ensure deals are meeting mutually agreed upon financial goals You should have:
At least 7 years experience performing and leading analysis in lending businesses (SMBs, cards, auto, unsecured loans etc.), including 3
years in supervisory capacity Ability to identify opportunities, develop analytical framework and perform and manage analyses with high degree of autonomy and accuracy Prior experience in related fields (deal evaluation, M&A etc) preferred Strong sense of ownership and business orientation Able to communicate insights clearly and succinctly (written and verbal) and partner with cross functional teams to deliver results Strong technical skills - SQL or other databases, R/Python, complicated financial modeling in Excel/VBA
Salary Range:
$150K -- $200K
Minimum Qualification
Brand Marketing & Management, Marketing Research & AnalysisEstimated Salary: $20 to $28 per hour based on qualifications
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via San Francisco - Geebo posted_at: 3 days agoschedule_type: Full-timesalary: 20–28 an hour
Responsibilities Own Fundbox's top enterprise accounts including strategic objectives and revenue goals of each account Develop and nurture relationships with key client stakeholders including senior management while understanding decision making process Grow revenue through strategic business plan creation, consultative selling, and upsell opportunities Develop and apply account plans for each managed account designed to meet client needs and partner Responsibilities Own Fundbox's top enterprise accounts including strategic objectives and revenue goals of each account Develop and nurture relationships with key client stakeholders including senior management while understanding decision making process Grow revenue through strategic business plan creation, consultative selling, and upsell opportunities Develop and apply account plans for each managed account designed to meet client needs and partner with client to achieve their directives Negotiate contract extensions, pricing, and work collaboratively with internal stakeholders to execute on revenue goals and objectives Interpret data (market data, competitive data, proprietary data, and client supplied data) to include in data-driven decision-making process and to create a clear view on status of client Conduct QBRs with clients to track against both Fundbox and clients KPIs Identify potential new products/services and supply inputs to product and R&D teams to place on roadmap in... order to serve clients with a long-term view Gain a deep understanding of client businesses, strategic objectives, market conditions, and competitive landscapes and continually work to understand how Fundbox can best enable their success through custom implementations, economic considerations, and strategic alignment What you will bring 5
years relationship management experience working with Fortune 500 companies. 2
years experience in fintech, payments, SMB lending and/or credit card space. Proven experience building and scaling a high performance partner success program (e.g. lending / credit). Exceptional analytical skills:
ability to structure and parse qualitative and quantitative data, formulate and test hypotheses, synthesize findings and draw insights that you can translate into actionable recommendations. A strong problem-solving track record:
ability to think through unique problems with no set guide and design and execute a path to a solution. Self motivated and hyper focused on meeting / exceeding goals; you have an ownership mentality and can start projects with minimal oversight. Experience managing and optimizing partners to drive growth, including revenue and optimizing customer acquisition funnels. Exceptional project management skills, including an ability to take inputs from a variety of internal and external sources and maintain up-to-date documentation. Excellent communication, presentation, and interpersonal skills. Proficient in G Suite, Tableau, Excel, Salesforce, & Confluence
Salary Range:
$80K -- $100K
Minimum Qualification
Business DevelopmentEstimated Salary: $20 to $28 per hour based on qualifications
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via San Francisco - Geebo posted_at: 3 days agoschedule_type: Full-timesalary: 20–28 an hour
In this role, you will: Create and manage adherence to a PMO framework and processes to facilitate the creation, communication, and ongoing management of the project tracker and related project artifacts. Develop a robust project tracking tool and tight definitions that will improve project thinking and transparency in reporting (cultural change) Lead company-wide initiatives on critical projects... to drive alignment and increase velocity; manage In this role, you will:
Create and manage adherence to a PMO framework and processes to facilitate the creation, communication, and ongoing management of the project tracker and related project artifacts. Develop a robust project tracking tool and tight definitions that will improve project thinking and transparency in reporting (cultural change) Lead company-wide initiatives on critical projects... to drive alignment and increase velocity; manage and prioritize multiple projects simultaneously. Drive alignment between company goals and specific initiatives being discussed by the business and design scalable business procedures and policies in partnership with senior stakeholders Identify problems and issues across organizations, and create programs and processes to solve them including proposing solutions and best practices. Engage with leaders across business units to understand pain points Project manage queue of multiple initiatives in parallel through launch and implementation phase Provide status reports to Executive Leadership where applicable You should have:
Bachelor's degree Minimum 7
years as a financial services/banking operations professional, Management Consulting, Corporate Development, Project Management, and/or Finance/Investment. Strong project management and research skills Excellent communication skills A desire to learn and grow in a fast-paced, dynamic environment Experience working with diverse teams A proven track record of collaboration across diverse business units Experience leading complex operational and strategic initiatives across various geographies. Ability to present to and communicate with Senior Leaders across the organization. Excellent problem solving and analysis skills, combined with impeccable business judgment. Experience leading and managing multiple complex projects at once What We Value:
A team player who understands that collaboration is the key to success A caring professional who puts customers and colleagues first Always striving for excellence in everything you do Highly focused on results, finding a way when others only see the challenges A passionate person who can influence others into getting behind the mission
Salary Range:
$80K -- $100K
Minimum Qualification
Business Project ManagementEstimated Salary: $20 to $28 per hour based on qualifications
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via San Francisco - Geebo posted_at: 4 days agoschedule_type: Full-timesalary: 20–28 an hour
Job Description At Fundbox our vision is to power the small business economy with innovative credit and payment solutions. We offer fast and incredibly intuitive access to business credit. Our goal is to unlock the potential of small businesses by giving them financial agility and peace of mind. We need outstanding people to help us achieve our goals. We're looking for a talented Director to join our exceptional team, help us continue our rapid growth, Job Description At Fundbox our vision is to power the small business economy with innovative credit and payment solutions. We offer fast and incredibly intuitive access to business credit. Our goal is to unlock the potential of small businesses by giving them financial agility and peace of mind. We need outstanding people to help us achieve our goals. We're looking for a talented Director to join our exceptional team, help us continue our rapid growth, and create a better way forward for our customers. In this position on our Partnerships team, you will have an opportunity to:
NOTE:
Applicants must be currently authorized to work in the United States on a full-time basis without the need for employer sponsorship. Fundbox will not hire any applicants for Partnerships Associate who require employer sponsorship for a non-immigrant visa. In this role, you will Help create the Banking segment strategy for Fundbox to gain share in the small business lending space Provide input into product... development in support of Banking segment strategy Develop a partner acquisition plan for medium to large financial institutions Grow indirect lending channel through platform partners who connect financial institutions to fintechs You should have At least 5 years of business development experience Track record of developing banking partnershipss A Bachelor's Degree from an Accredited University Ability to be a quick thinker and learner A high degree of work ethic and a positive attitude Excellent communication skills Customer success experience is a plus. Financial Services experience is a plus. Tech company experience is a plus
Salary Range:
$100K -- $150K
Minimum Qualification
Banking, Loans & InsuranceEstimated Salary: $20 to $28 per hour based on qualifications
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via San Francisco - Geebo posted_at: 3 days agoschedule_type: Full-timesalary: 20–28 an hour
In this role, you will: Lead the development of the annual, quarterly, and monthly headcount and expense budgets and forecasting/reporting process for the entire organization; including presentation of data, variance analysis, and identification of initiatives to improve expense leverage Partner with team leads and executives to build multi-year forecasts Develop monthly and quarterly forecasts for headcount, payroll and non-payroll expenses across In this role, you will:
Lead the development of the annual, quarterly, and monthly headcount and expense budgets and forecasting/reporting process for the entire organization; including presentation of data, variance analysis, and identification of initiatives to improve expense leverage Partner with team leads and executives to build multi-year forecasts Develop monthly and quarterly forecasts for headcount, payroll and non-payroll expenses across the company, running monthly operating expense review processes Proactively manage operating expenses and headcount to help ensure the Company stays within budget Partner with Finance, Accounting and business partners to ensure accurate month end accruals, and month/qtr end reporting requirements Provide financial analysis/insights/presentations on other assigned strategic initiatives and adhoc analysis and projects Prepare dynamic scenario analysis to facilitate discussion when faced with economic trade-offs You should have:
Bachelor's... Degree in business, finance or related field with 5
years of experience. MBA a plus. Experience working on a Corporate FP&A team at a fast-paced and high-growth technology company Experience with headcount and expense planning, and solid grasp of accounting principles, forecasting, and management reporting Experience synthesizing large datasets to consumable executive summaries for stakeholders Ability to thrive in a fast-paced environment and maintain executive presence while managing changing timelines and rapid decision-making Excellent attention to detail and problem-solving, process improvement, strategy, and analytical skills Advanced knowledge of Excel, with proficiency in systems and automated reporting tools (Netsuite, Hyperion, Tableau). Financial systems development experience a plus. Extra points for experience with VBA, SQL, Python and/or R. The ability to forge strong relationships and partner with other departments at all levels of the organization Ability to work independently or as a team member to achieve personal and team goals and complete assignments within established time frames and specifications. Excellent ability to analyze key financial trends and variances, gained through experience in either FP&A or accounting Strong communication and presentation skills, with the ability to make complex financial information understandable and relevant to end users
Salary Range:
$100K -- $150K
Minimum Qualification
Accounting, Corporate FinanceEstimated Salary: $20 to $28 per hour based on qualifications
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via San Francisco - Geebo posted_at: 3 days agoschedule_type: Full-timesalary: 20–28 an hour
In this role, you will Drive campaign execution for strategic and acquisition-focused partnerships Collaborate with the Partnerships team to prioritize partners and set shared goals and co-marketing priorities Recommend strategy for and gain partner commitment to run joint marketing efforts Develop and project manage the development and execution of campaign assets (emails, landing pages, case studies, promos, tradeshow collateral, etc.)working with In this role, you will Drive campaign execution for strategic and acquisition-focused partnerships Collaborate with the Partnerships team to prioritize partners and set shared goals and co-marketing priorities Recommend strategy for and gain partner commitment to run joint marketing efforts Develop and project manage the development and execution of campaign assets (emails, landing pages, case studies, promos, tradeshow collateral, etc.)working with Marketing, Compliance and UX design team specialists Partner closely with the Business Development, Marketing, Sales, and Customer Success teams to get partner initiatives prioritized Evaluate the marketing performance of partners, brokers and marketplaces and recommend improvements Position Fundbox as a thought leader You Should Have At least 3 years of relevant combined experience in marketing, customer success, partner management, strategy, and business development Successful track record of launching co-marketing campaigns and GTM... (go-to-market) for new partners Experience supporting events and trade shows Excellent cross-functional collaboration skills and experience working closely with other teams, especially, business development, sales and marketing, across remote and global teams Attention to detail, strong organizational and project management skills A willingness to roll up your sleeves and execute even when the path is ambiguous and dynamic A Bachelor's degree Preferred Qualifications 2
years experience in credit, payments, or fintech industry Experience in partner marketing or partner enablement
Salary Range:
$80K -- $100K
Minimum Qualification
Digital Marketing & Social MediaEstimated Salary: $20 to $28 per hour based on qualifications
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