Forward Financing - Funding Specialist
Requirements
• (Even if you don’t check every box, but see yourself contributing, please apply.) • Bachelor’s degree preferred. • 2+ years of experience in a sales, deal desk, or related role. • Experience handling a high volume of inbound and outbound calls, emails, texts and chats. Experience with a high volume of short sales cycle deal management. • Experience being held to task volume and response time metrics. • Excellent verbal and written communication skills. • Proactive, with excellent time management, organizational, and prioritization skills. • Top notch phone etiquette - working with internal and external partners. • Strong customer service skills and ability to successfully manage difficult conversations and objections.
Responsibilities
• Oversee and advance deals through each stage of the funding funnel, collaborating cross-functionally to eliminate bottlenecks, maintain momentum, and achieve daily funding and conversion targets with precision and speed. • Work and communicate with ISO sales reps and decision makers to fund opportunities. • Proactively reach out to ISO sales reps to attempt to win deals through exceptions to deal terms. • Provide excellent customer service to our ISO partners; taking responsibility to resolve issues and build trust while creating a sense of urgency in a fast-paced, transactional sales environment. • Effectively collaborate with the underwriting team to drive profitable volume. • Manage the flow of deal requirements and help to keep the sales pipeline moving along in a timely manner. • Problem-solve with internal teams to figure out opportunities for process improvement. • Act with urgency to ensure timely responses to requests both internally and externally.
Benefits
• Mission driven company: Forward is a trusted source of fast, flexible funding for small businesses that have often been underserved by traditional financing options. When you join the team, you will help ensure all small businesses have access to the financial support they need to succeed. • Flexibility is a top priority: Our employees are empowered to choose where they want to work (whether that’s from home, in the office, or a combination of both) with flexible hours. • Annual Targeted Salary: $67,000 – $75,000 USD • Monthly Variable: You have the potential to earn an additional $1,200 USD per month in variable compensation. The final payout of variable compensation is determined by achievement of performance metrics. • Monthly Variable: • $1,200 USD per month • At Forward Financing, we're committed to fair and transparent compensation. We believe in providing a compensation package that recognizes your skills, experience, and the unique value you bring to our team. We take a market-based approach to pay, regularly reviewing benchmark data to ensure our compensation remains competitive, equitable, and aligned with our performance-driven culture. • Final offers are determined by a variety of factors, including the candidate's qualifications, relevant experience, specific skills, and internal equity. This approach ensures that our compensation is competitive and equitable. Your recruiter will provide specific details on the expected base and variable earnings as it pertains to this specific role. • Additionally, we offer a comprehensive total rewards package, including but not limited to: medical, dental, vision, commuter benefits, a flexible time-off policy, paid parental leave, 401k match for US employees, wellness reimbursement, volunteering days, annual professional development budget, and charitable donation match. • Forward is proud to be a remote-first company, keeping workplace flexibility a top priority for our employees. As a business, we are focused on impact; we are more concerned with your contributions to the success of the company than where you get your work done. To help facilitate in-person collaboration, employees are welcome to work from one of our premiere office locations. • When we aren’t collaborating to drive business and support our customers, we’re finding virtual and in-person ways to get to know our colleagues, celebrate team wins, and have fun together! • Our Core Values: • Our Core Values: • Drive the Mission: We believe in financial opportunity for underserved small businesses. We say “yes” when others say “no.” • Drive the Mission: • Keep It Real: We value direct communication, candid feedback, and authenticity. We are an open book. • Keep It Real: • Act With Kindness: We create an environment where caring is cool and helping is the norm. We do the right thing. • Act With Kindness: • Shoot for Extraordinary: We are inspired by innovative thinking and continuous improvement. We never settle for yesterday’s best. • Shoot for Extraordinary: • Forward Financing is a fintech company based in Boston, Massachusetts with team members throughout the United States, Dominican Republic, and Canada. The company is on a mission to unlock the capital that fuels small businesses across America. Whether facing challenges accessing traditional financing or simply needing a convenient, flexible solution, Forward is committed to funding more of the millions of small businesses nationwide. By simplifying the requirements, streamlining the process, and using advanced proprietary technology, Forward is often able to deliver approvals within hours and funds that same day – giving more businesses the financial opportunity they need to thrive. Plus, with their dedicated teams and award-winning service, customers get personalized support when they need it most. • Since 2012, Forward has expanded access to capital by providing over $4.8 billion in funding to more than 92,000 small businesses. The company is A+ rated by the Better Business Bureau with an Excellent / 4.7 stars rating on Trustpilot.com. Recognized as a Best Place to Work by Built In Boston and certified as a Great Place To Work®, Forward is dedicated to empowering both its team and the customers they serve, helping them succeed and thrive. • U.S. Equal Opportunity Employment Information
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