Journey Capital

Operations

• Create and send contracts to clients in a timely manner.
• Create client accounts for our financial products in our systems.
• Handle customer service calls and cases, respond to client inquiries, and coordinate with other departments as needed to resolve issues.
• Enter clients’ daily sales into our system.
• Monitor processing connections for problematic clients.
• Generate, review, and validate reports with clients via email or phone.
• Follow up with the sales team for missing documents required for financing.
• Ensure the accuracy and compliance of data entered into our proprietary software.
• Monitor and update collateral information to ensure accuracy.
• Manage your own workload and priorities so that transaction processing and related activities are completed accurately and in a timely manner.
• Archive and maintain incident management files related to inquiries, issues, service requests, or change requests in the system.
• Perform ad hoc tasks and respond to requests from the operations manager.

Operations Administrator – 18 months

• Review the accuracy of client information entered in our systems
• Generate contracts
• Facilitate the disbursement and collection of funds
• Register and monitor collateral
• Act as the first point of contact for client inquiries
• Prioritize and manage workload for transaction processing
• File and maintain incident management tickets
• Execute ad-hoc tasks from the Manager of Operations

Operations Administrator, 18 month contract

Sales

• Effectuer une évaluation approfondie des demandes soumises par courriel et par l’entremise de notre portail pour les partenaires afin d’assurer leur conformité et leur exhaustivité en fonction des critères établis.
• Établir et entretenir des relations solides et productives avec nos partenaires.
• Agir à titre de principal point de contact pour favoriser la confiance et la collaboration en assurant une expérience de partenariat harmonieuse.
• Offrir du soutien aux partenaires tout au long du processus de demande.
• Répondre aux demandes de renseignements, offrir des conseils et assurer la clarté des exigences, ce qui favorise un processus de demande harmonieux et efficace.
• Préparer et soumettre toutes les demandes admissibles à l’équipe responsable de la conformité aux fins d’examen.
• Gérer et distribuer les offres approuvées aux partenaires en assurant la liaison entre l’entreprise et ses partenaires pour assurer la transmission rapide et exacte des propositions.
• Négocier les modalités et participer à la fermeture des demandes, au besoin.
• Gérer le flux des ententes avec les partenaires en assurant une progression efficiente et efficace de toutes les transactions.
• Optimiser les résultats et les possibilités de partenariat.
• Appeler et relancer les clients ayant reçu une offre par le passé.

Coordonnateur des ventes

Business Development Rep

• Plan daily and weekly activities to achieve sales team quotas
• Call new and inactive clients offering our services
• Manage new clients and anticipate capital needs
• Collect missing documentation
• Collaborate with the sales, risk, and operations departments to ensure internal process completion
• Perform ad hoc administration duties as required to provide optimal sales volume from Account Executive colleagues
• Perform administrative functions related to completing a prospect's file and perform data entry as required
• Help meet sales targets and communicate progress
• Perform other assigned tasks and duties necessary to support the department

Business Development Representative

• Conduct a thorough assessment of applications submitted by email and through our Partner Portal to ensure compliance and completeness based on established criteria.
• Forge and maintain strong, productive relationships with our partners.
• Act as a primary point of contact to foster trust and collaboration, ensuring a seamless partnership experience.
• Provide support to partners throughout the application process.
• Address inquiries, offer guidance, and ensure clarity in requirements, facilitating a smooth and efficient application process.
• Prepare and submit all qualified applications to the compliance team for review.
• Manage and distribute approved offers to partners, acting as a liaison between the company and its partners to ensure timely and accurate delivery of proposals.
• Negotiate terms and assist in the closure of applications, when necessary.
• Manage the deal flow with partners, ensuring efficient and effective progression of all transactions.
• Optimize partnership opportunities and outcomes.
• Call and reignite merchants who had a previous offer in the past.

Partnership Sales Coordinator

Customer Success Manager

• Own the post‑funding customer experience end‑to‑end, including onboarding, welcome outreach, portal enablement, communication preferences, and access to account documentation.
• Act as the primary non‑sales point of contact across the customer lifecycle, delivering proactive check‑ins that reduce reactive support needs.
• Drive consistent, high‑quality communication that strengthens customer trust and improves NPS.
• Educate customers on effective use of the customer portal functions.
• Clearly explain how customer behavior impacts renewal eligibility, pricing, and future borrowing opportunities.
• Provide guidance and education on risks to long‑term financing health.
• Ensure customers understand available programs and offers in a clear, advisory, non‑sales manner.
• Own the LOC renewal program for open lines not reviewed in 24+ months, including proactive outreach and review initiation.
• Work cross-functionally Risk, Sales, and Collections teams, ensuring alignment and smooth execution.
• Monitor unused or minimally used LOCs, engage customers to assess continued suitability, and surface recommendations to maintain, adjust, or close accounts.
• Manage customer expectations throughout renewal and review processes with transparency and clarity.
• Conduct structured outreach to customers who do not renew to understand decision drivers and retention opportunities.
• Engage customers who refinance or renew with competitors to gather qualitative feedback on offer structure, pricing, and experience.
• Support competitor‑related payout inquiries in a non‑confrontational, informational manner, preserving long‑term relationships.
• Identify recurring themes impacting churn, competitiveness, and repeat borrowing behavior.
• Represent the customer voice internally, identifying experience gaps and friction points.
• Maintain accurate reporting on engagement, renewals, usage, and customer feedback to inform leadership decisions.
• This role will evolve as the business grows.

Customer Success Agent

Account Executive

• Develop relationships with business owners to ensure they have a great experience
• Act as a true partner for each client by understanding their business goals, key initiatives to achieve those goals, and how Journey Capital credit products will help drive these desired results
• Help prepare the client's application and negotiate the funding terms with the business owner
• Prospect and convert leads into customers
• Consistently meet and exceed individual and team weekly, monthly, and annual targets