• You will own the operational execution of the renewal process - including order forms, rate cards, and processing - while the CSM leads customer-facing renewal conversations, negotiations and commercial strategy. • You will support negotiations by preparing pricing scenarios, approved rate cards, and contract options as well as navigate billing complexities within approved guidelines. • Maintain a spotless forecast. You will track renewal dates, update pipeline stages in Salesforce, and ensure leadership has visibility into monthly and quarterly revenue targets. • Utilize our health-scoring tools to identify accounts in your portfolio at risk of churn before the renewal notice is sent. • Identify at-risk customers by assessing operational, billing and contractual blockers and escalate strategic relationship and technical/product blockers to Support, Services, Product or CSMs. • Identify and surface expansion signals that a customer is ready for growth and partner with the CSM to progress qualified opportunities. • Drive operational excellence. Contribute to the refinement of account workflows. If you see a bottleneck in how we generate quotes or process legal reviews, you speak up and help fix it. • Serve as the "first line of defense" for inbound commercial inquiries, routing technical issues to Support and complex strategic issues to Services, Product or the CSM. • Collaborate with Finance (billing/invoicing), Legal (contract terms), and Sales (handoffs) to ensure a frictionless customer experience.

• Developing product and customer expertise: You’ll work on learning and developing working knowledge of Float’s product, customer journey, and existing success strategies to confidently support SMB customers across regions and understand areas of opportunity. • Manage SMB customer portfolio: Own a book of 3500+ SMB customers, maintaining high-level oversight, and making improvements to existing systems and workflows. • Map and baseline retention metrics: Deliver a clear, documented view of current retention performance, and identify automation opportunities to improve renewals at scale. • Building and implementing automations: Collaborate with your team to design and operationalize a system for managing the VSMB/SMB segments: segmenting accounts by lifecycle stage, engagement level, and renewal risk for consistent tracking and follow-up. • Lead scaled customer programs: Drive adoption and retention by running one-to-many initiatives such as webinars, group trainings, and automated lifecycle campaigns. • Own digital onboarding for new VSMB SMB customers: Managing digital-touch onboarding for customers in North America and APAC, ensuring a smooth post-sales experience and early success milestones. • Refine automation and playbooks: Use customer data and feedback to optimize engagement strategies, continuously improving efficiency and outcomes.

• Design and deploy a repeatable expansion scoring framework powered by product usage velocity and growth curves • Build a usage-driven growth forecasting model that projects consumption acceleration • Write complex SQL queries across Salesforce, product usage tables, Zendesk, and Gong data • Create reusable data views powering Tableau dashboards • Operationalize insights into action with automation routines using Python • Collaborate with cross-functional teams to implement new intelligence systems

ABOUT NTERVAL FUNDING Nterval 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. This role starts as part-time (20–30 hours per week, Monday–Friday). The hourly pay range for this role is $20–$25 per hour. WHY YOU’LL LOVE WORKING HERE • Competitive compensation package with growth opportunities • Flexible remote/hybrid work options • Professional development and industry training • Supportive, entrepreneurial culture that values initiative and ownership • Direct exposure to executive leadership and decision-making • Opportunity to work in a high-growth fintech niche within the real estate industry ROLE SUMMARY As the Client Success Representative, you will be the first point of contact for real estate agents exploring a commission advance. You’ll guide clients through the application and onboarding process, help them submit accurate documentation, and prepare files for review and approval. This role focuses on pre-approval support — 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. This is a fast-paced, communication-heavy role that requires strong organization, responsiveness, and excellent client service skills. YOUR DAY-TO-DAY • Respond to prospective clients across phone, text, email, and chat • Guide agents through the application and documentation submission process • Review incoming documents for completeness and accuracy • Identify early blockers (missing forms, unclear dates, inconsistent information) • Follow up with agents who started but have not completed an application • Prepare clean and accurate files for approval review • Maintain high inbound response speed and deliver an exceptional client experience • Educate clients on next steps, documentation requirements, and timelines • Update Salesforce with client details, document status, and application progress • Coordinate internally with operations as files move toward approval • Track application progress and ensure timely movement toward a decision WHO WE’RE LOOKING FOR • Customer service reps comfortable with high-volume outreach • Individuals who enjoy helping clients through onboarding and documentation • Fast responders who stay organized under pressure • Strong communicators who enjoy problem-solving and helping clients succeed If this sounds like a role where you’d excel, we’d look forward to connecting with you.