• Manage and improve the client experience by ensuring that all client needs are understood and satisfied. • Build meaningful relationships with clients. • Deliver timely and effective communication and promptly respond to and resolve any unforeseen issues. • Collaborate with dedicated cross-functional experts to lead investigation into issues and provide quick and effective resolutions. • Analyze client data; provide program solutions efficiently and accurately. • Coordinate with internal departments to ensure all customer needs are met in a timely manner. • Conduct thorough needs analysis for assigned conversions or projects. • Understand and manage client expectations and service needs by building and maintaining positive relationships. • Ensure the timely and accurate delivery of client communications; document activity in internal CRM. • Identify trends and develop customer specific solutions in collaboration with cross-functional expertise. • Exceed client expectations by introducing and implementing new and developing solutions and service enhancements. • Maintain daily/weekly/monthly Key Performance Indicators (KPIs) for clients.

• Own retention and renewals • Lead renewal timelines and renewal conversations, ensuring on-time execution • Maintain accurate renewal forecasts and risk tracking across your book of business • Identify churn risk early and coordinate mitigation plans across internal teams • Drive expansion revenue • Identify and execute expansion opportunities such as additional channels, volume tiers, new workflows, and multi-year agreements • Lead QBRs and account planning sessions tied to customer goals and outcomes • Build close plans and coordinate internal resources to support upsell and cross-sell motions • Own the customer relationship • Act as the main customer point of contact and manage communication, expectations, and timelines • Guide onboarding and ongoing enablement, especially around workflows and operational change • Ensure customers adopt the product and realize measurable business outcomes • Create clear success plans tied to how ecommerce teams operate and scale • Commerce-aware support and escalation management • Triage customer issues and coordinate with Support, Product, and Engineering to drive resolution • Own customer communication during escalations with clear status updates and expectation-setting • Bring structure to customer pain points by identifying root causes and preventing repeat issues • Operate your book of business • Keep CRM data clean, including account notes, renewal dates, customer health, stakeholders, and activity • Build lightweight reporting on retention, expansion pipeline, risks, and account sentiment • Improve the post-sale motion by creating reusable templates, playbooks, and workflows

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.

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.