Client Relationship Manager
Role Overview
The Client Relationship Manager helps entrepreneurs develop successful applications for Futurpreneur programs and services.
The role supports client satisfaction and regional targets.
This is a full-time, permanent position based in Toronto with a hybrid schedule requiring at least two office days per week; additional office days may be required during training.
Key Skills for This Role
Full Job Posting
About Futurpreneur
Futurpreneur is a national nonprofit that supports Canadian entrepreneurs ages 18–39 with loans, mentorship, and resources.
The organization aims to foster inclusive Canadian prosperity by helping entrepreneurs start and buy businesses.
Role overview
The Client Relationship Manager helps entrepreneurs develop successful applications for Futurpreneur programs and services.
The role supports client satisfaction and regional targets.
This is a full-time, permanent position based in Toronto with a hybrid schedule requiring at least two office days per week; additional office days may be required during training.
Application review and entrepreneur support
- Review applications, business plans, cash flows, and credit reports to assess eligibility, viability, and funding limits.
- Identify application issues and coach entrepreneurs on improving business plans, cash flows, and financial literacy.
- Compile supporting documentation, summarize material information for adjudication, and submit completed applications.
- Assess partner-submitted applications and help partners understand application documents, standards, and timelines.
- Train partners on program details and submission of quality applications.
Conditions and loan disbursement
- Prepare and communicate program acceptance and outstanding conditions for disbursement.
- Coordinate mentor-matching requests and collect and evaluate conditional documents.
- Prepare, sign, and submit loan agreements, promissory notes, and other required legal documents.
- Coordinate with compliance, applicants, mentors, adjudication, entrepreneur-in-residence, and loans teams to support eligibility and loan disbursement.
Qualifications
- Relevant experience may include education focused on Business Administration or Finance, or equivalent relevant experience.
- Ability to assess applications and financing viability, coach applicants, support partners, and coordinate required loan documentation.
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