Business Funding Account Manager

About Verna Capital

Verna Capital is a high-growth business funding consultancy. We help ambitious entrepreneurs, real estate investors, and e-commerce operators secure the capital they need to scale—primarily through 0% interest credit card stacking, lines of credit, SBA loans, and alternative financing.

We operate differently than the rest of the funding space. We don't push products based on commission; we build custom, bank-by-bank funding strategies based on our clients actual credit profiles and business needs. We are consultative, relationship-driven, and highly structured.

As we scale, we are looking for a sharp, detail-obsessed Business Funding Account Manager to take ownership of our fulfillment pipeline and become the primary point of contact for our clients post-sale.

The Role

This is not a passive check-in customer success role. You are the operator who takes the baton from our sales team, analyzes the client's credit profile, builds their funding game plan, and guides them through the application process to secure maximum capital.

You will manage a capped book of 30 active clients (quality over volume), ensuring every client moves smoothly through our 8-stage pipeline from onboarding to post-approval capital maximization.

What You Will Do

•Client Intake & Onboarding: Take immediate handoff from sales, send welcome materials, pull credit reports, and run the onboarding call to set expectations.

•Credit Analysis & Strategy: Read full tri-bureau credit reports to identify utilization issues, inquiries, and fundability blockers. Build custom, sequenced funding game plans based on current bank rules and underwriting criteria.

•Application Execution: Run live application sessions with clients via Zoom or TeamViewer. Ensure flawless, batch-submitted applications with zero mismatched data points.

•Pipeline Management: Own the client status board in our CRM. Ensure no client goes silent for more than 3 days. Surface pipeline risks, stuck clients, and escalations to leadership weekly.

•Client Communication: Serve as the single point of contact. Hold strict response time SLAs (24 hours Mon-Fri). Handle hard conversations cleanly, including denials, low limits, and expectation resets.

•Post-Approval Maximization: Run post-approval calls to review limits, APRs, and 0% promo terms.

Coach clients on optimal card usage, collect testimonials, and identify upsell opportunities for future funding rounds.

•Process Improvement: Surface gaps in our SOPs, help refine internal workflows, and eventually help train future Account Managers as we grow the team.

What Success Looks Like

•30 Days: Fully onboarded, shadowing all calls, game plan templates internalized, and our internal knowledge base read end-to-end.

•60 Days: Running onboarding and game plan calls solo, executing applications via TeamViewer, and managing 10+ active clients.

•90 Days: Full pipeline ownership for all post-sale clients, maintaining a 90%+ on-time response SLA, collecting your first batch of testimonials, and actively contributing to SOP improvements.

Required Skills & Experience

•2+ years in a client-facing Account Manager, Customer Success, or high-touch operations role at a service business.

•Demonstrated ability to manage 20+ active client relationships simultaneously without dropping the ball.

•Excellent written and verbal communication—capable of handling calls, emails, and texts at a highly professional level.

•Comfortable with screen-share and remote tools (Zoom, TeamViewer, Loom, Google Workspace).

•CRM proficiency (GoHighLevel, Monday.com, HubSpot, or similar).

•Self-managed and capable of working independently without daily handholding.

Strongly Preferred

•Background in finance, lending, credit, or business funding.

•Experience working with credit reports, FICO scores, and underwriting concepts.

•Prior exposure to credit card stacking, business funding, SBA, or commercial lending.

•Experience running client-facing calls in a coaching or done-for-you service business.

Who Should NOT Apply

•Anyone who needs a script for every conversation.

•Anyone who has never managed a book of clients.

•Anyone whose last role was purely passive (data entry, scheduling, generic admin).

•Anyone who cannot explain what a hard inquiry is on day one of training.

Personality & Soft Skills

•Sharp: Picks up new concepts fast, especially in finance.

•Locked-in: Owns outcomes and doesn't punt blame.

•Calm under pressure: Steady and reassuring when clients call upset or stressed.

•Direct communicator: No fluff, no over-apologizing, no over-promising.

•Detail-obsessed: Understands that one wrong data point on an application equals a denial.

•Coachable: The funding game changes monthly; ego will get you killed.