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.

• Build and nurture strong, long-term relationships with enterprise customers, ensuring satisfaction and loyalty. • Act as the primary point of contact for customers, delivering a seamless and exceptional experience. • Proactively identify, manage, and resolve customer issues, ensuring minimal disruption and maintaining trust. • Collaborate with cross-functional teams to address escalations effectively and implement preventive measures. • Fully comprehend contract terms, SLAs, and deliverables, ensuring alignment with customer expectations. • Conduct strategic business reviews with customer executives, highlighting achievements, opportunities, and alignment with their goals. • Demonstrate a thorough understanding of public cloud solutions and ERP systems, particularly JDE and Oracle Cloud. • Define and execute tailored success plans for customers, ensuring alignment with their business objectives.

• Lead the design, development, and implementation of Dynamics 365 CRM solutions across modules such as Sales, Customer Service, and Marketing. • Architect and customize CRM entities, forms, views, dashboards, and business process flows. • Develop and maintain plugins, custom workflows, Power Automate flows, and client-side scripts using JavaScript and C#. • Integrate Dynamics 365 with external systems using Azure services, Power Platform, and REST APIs. • Define and enforce coding standards, best practices, and DevOps processes within the CRM team. • Provide technical leadership and mentorship to developers and junior team members. • Collaborate with business analysts and solution architects to translate business requirements into scalable technical solutions. • Manage solution deployments, environment configurations, and release management using Azure DevOps. • Conduct code reviews, troubleshoot complex issues, and ensure high-quality delivery. • Stay updated with the latest Dynamics 365 and Power Platform capabilities to recommend enhancements and optimizations.

• Build strong customer relationships with stakeholders and sponsors to ensure Solo's activities align to the customer's desired business outcomes • Develop success plans aligned to your customers business goals • Accelerate adoption and minimize customer churn through a programmatic approach that ensures regular touchpoints and guides the customer to value and success throughout the customer lifecycle • Coordinate and orchestrate activities that solve complex situations working together with Solo's field and engineering teams • Communicate the benefits of Solo's products and recommend solutions that align with the customers goals • Manage multiple issues and coordinate the resources needed to resolve customer challenges efficiently • Own a specific subset of your portfolio’s commercial renewals(gathering of licensable metrics, pricing/negotiation, quoting and order form generation, navigate to close)