Overlap Capital is hiring a part-time CapAdvise™ Campaign & Funding Specialist to build and manage weekly marketing campaigns that help small-business owners find a realistic path to capital.
This is not a conventional social-media position, and it is not a high-pressure sales role. You will turn a specific business segment or capital need into a focused weekly campaign, drive business owners to CapAdvise™, and serve as their first human point of contact after they receive an online prequalification indication.
CapAdvise™ helps business owners understand which funding products may fit their current qualifications before scheduling a call. No gimmicks. No fast-talking sales floor. Just a clearer view of where the business stands and what it will need to move forward.
Compensation
- $500 per week for part-time campaign management and funding intake responsibilities
- A separate paid-media budget of up to $100 per week, provided and controlled by Overlap Capital
- Performance compensation equal to 33% of the net proceeds actually received by Overlap Capital from eligible funded transactions attributable to your campaigns or direct prospecting, subject to the written compensation agreement
- Business Funding Strategist certification provided by Overlap Capital as part of onboarding
Performance compensation is earned only after Overlap Capital receives its proceeds. Lead attribution, eligible transactions, direct deal expenses, refunds, chargebacks, referral payments and attribution periods will be governed by the written compensation agreement. Certain transactions may be excluded or handled differently when required by law, lender policy or securities regulations.
What You’ll Do
Build and operate one focused campaign each week
- Work with Overlap Capital to select a business segment, industry or capital need
- Translate that focus into a clear campaign message and call to action
- Create and schedule posts for Instagram, TikTok, Facebook and YouTube
- Adapt campaign content to the format and audience of each platform
- Build or update ManyChat conversations, Mailchimp messages and automated follow-up sequences
- Use Post Bridge and other approved tools to manage campaign distribution
- Place and monitor paid advertisements within the approved weekly budget
- Direct prospects to the appropriate CapAdvise™ campaign page
Initial campaigns will focus on real-estate capital needs, including DSCR loans, fix-and-flip financing, investment-property refinancing, cash-out refinancing for eligible business or investment purposes, and capital planning for larger real-estate projects.
Manage first-round prospect intake
- Monitor campaign email addresses, website responses, social messages and the Overlap Capital telephone line
- Contact prospects after they complete a CapAdvise™ prequalification
- Explain what their results mean without promising approval or funding
- Provide the applicable document checklist and explain what is needed to begin
- Answer basic process questions and set realistic expectations
- Record prospect information, campaign source, follow-up activity and next steps in HubSpot
- Route qualified and document-ready opportunities to the appropriate Overlap Capital advisor
- Follow up consistently without pressuring or misleading prospects
Find businesses that may benefit from a capital plan
- Identify small businesses, founders and real-estate operators with visible growth, equipment, renovation, inventory or working-capital needs
- Participate constructively in relevant online communities and conversations
- Conduct thoughtful direct outreach using approved language
- Offer CapAdvise™ as a way for business owners to understand where they stand before taking a sales call
- Build relationships with local business organizations, professional-service providers and entrepreneurial communities
This work requires judgment. You may identify a possible capital need, but you may not publicly diagnose a business, estimate its project costs without evidence, spam comment sections or claim that a business is approved.
Weekly Deliverables
Each week, you will be responsible for:
- One completed segment-specific campaign
- A coordinated set of platform-appropriate social posts
- One campaign landing-page brief or update request
- Active ManyChat, Mailchimp and HubSpot workflows for the campaign
- Paid-ad placement and monitoring within budget
- Timely responses to new prequalifications and inquiries
- Complete CRM records for every prospect contacted
- A short performance report covering reach, engagement, landing-page traffic, completed prequalifications, conversations, document-ready prospects, submissions and funded outcomes
Required Experience
You should have practical experience with several of the following:
- Social-media campaign management
- Short-form content development
- Instagram, TikTok, Facebook and YouTube
- Meta Ads Manager
- ManyChat
- HubSpot or a comparable CRM
- Mailchimp or comparable email-marketing software
- Post Bridge or comparable social-scheduling software
- Paid social advertising
- Lead qualification, customer intake or consultative sales
- Small-business finance, real estate or entrepreneurial services
You do not need to begin as a lending expert. You do need to learn quickly, follow a defined process, document your work and communicate financial concepts responsibly.
Certification & Training
All active specialists must complete Overlap Capital’s Business Funding Strategist certification program.
Training will cover:
- The Overlap Capital capital-readiness framework
- How CapAdvise™ generates prequalification indications
- Common funding products and baseline qualification criteria
- Required documentation and submission readiness
- Responsible marketing and prohibited claims
- CRM, intake and internal routing procedures
- Privacy and secure handling of prospect information
Certification does not authorize the specialist to act as a lender, underwriter, investment adviser, securities broker or attorney.
Who This Role Is For
You may be a strong fit if you:
- Can turn one central idea into a full week of useful content
- Are comfortable speaking with small-business owners about money without overselling
- Can manage both creative work and disciplined administrative follow-through
- Take ownership of response times, CRM accuracy and campaign results
- Understand that useful marketing teaches before it asks
- Can work independently while staying within approved messaging and compliance boundaries
- Value credibility and long-term relationships over quick wins
Who This Role Is Not For
This role is not a fit for:
- Anyone looking only to post content without handling prospect responses
- High-pressure or high-volume sales operators
- Candidates who rely on spam, copied comments or unsolicited mass messaging
- Anyone willing to promise approvals, rates, terms or funding outcomes
- Candidates who resist documenting activity and results in a CRM
- Anyone uncomfortable being measured against weekly deliverables
Performance Standards
Success will be measured by more than impressions. The role will be evaluated using:
- Campaigns launched on schedule
- Qualified traffic to CapAdvise™
- Completed prequalifications
- Speed and quality of prospect responses
- Intake calls completed
- Prospects who become document-ready
- Qualified submissions
- Funded transactions attributable to the specialist
- CRM completeness and follow-up discipline
- Compliance with approved messaging
Why This Matters
Most business-funding websites collect information and promise a callback. CapAdvise™ is designed to give business owners something useful first: an immediate indication of the products that may fit their qualifications, followed by a practical capital plan from Overlap Capital.
The job is to put that capability in front of the right business owners, help them understand what comes next and make sure promising opportunities do not get lost between a completed form and a completed funding process.
About Overlap Capital
Overlap Capital builds tailored paths to capital for small businesses. We help owners understand where they stand, identify funding products that may fit, prepare for lender requirements and move toward the right source of capital.
Through CapAdvise™, business owners can receive an on-screen prequalification indication based on their business profile and use of funds without a credit check. When a business is ready, Overlap Capital helps facilitate the next steps. When it is not ready, we explain what needs to change and build the path forward.
Overlap Capital does not lend money or guarantee approval. We pair businesses with capital sources, support capital readiness and help owners make better-informed funding decisions.
Apply
Please submit your resume and a short explanation of a campaign you have built or managed. Include the platforms you used, your role in the campaign and how you measured whether it worked.