Account Manager II

Forward Financing is a Boston-based financial technology company with an operational hub in the Dominican Republic, on a mission to unlock the capital that fuels small businesses across America. Recognized as a Best Place to Work by Built In Boston and certified as a Great Place To Work®, Forward is investing in its employees, technology, and customer experience – with long-term success in mind every step of the way.

As an Account Manager II, you will be in a portfolio sales role, selling Forward Financing’s value proposition to existing Independent Sales Organization (ISO) brokers in your book of business with the goal of retaining and growing profitable revenue for our organization. Our ISO brokers connect us with the small businesses seeking working capital. You will learn the ins and outs of the small business financing sector, and what sets Forward Financing apart: reputation, transparency, speed, and most importantly, our people. 

The ideal candidate should possess a customer-focused mindset, strong organizational skills, and the ability to build and maintain lasting relationships. They should be proactive, analytical, and capable of working in a fast-paced environment to achieve monthly sales goals.

In this role you will:

• Strategize and execute plans to grow a portfolio of Independent Sales Organization’s (ISO) submission and funding volume.

• Develop a deep understanding of each ISO broker, their business model, objectives, and motivators.

• Analyze performance data to understand ISO broker insights, trends, threats, and opportunities to inform strategies.

• Effectively communicate ISO performance data, achieve ISO broker buy in, and identify growth opportunities. 

• Establish and build relationships with ISO sales reps and decision makers to organically drive performance.

• Provide excellent customer service to your ISO brokers; 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.

• Deliver impactful presentations to ISO brokers with confidence and the ability to clearly articulate value propositions and competitive advantages.

Why you should apply:

• 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.

Role Requirements:

(Even if you don’t check every box, but see yourself contributing, please apply.)

• Bachelor’s degree required.

• 2+ years of experience in an account management or related role (relationship management, client management, sales).

• Strong customer service skills and ability to successfully manage difficult conversations and objections.

• Strong organizational skills to manage multiple ISO relationships simultaneously.

• Willingness and ability to travel to New York based ISO broker locations as needed.

• Drive the Mission - We believe in financial opportunity for underserved small businesses. We say “yes” when others say “no.”

• Keep It Real - We value direct communication, candid feedback, and authenticity. We are an open book.

• Act with Kindness - We create an environment where caring is cool and helping is the norm. We do the right thing.

• Shoot for Extraordinary - We are inspired by innovative thinking and continuous improvement. We never settle for yesterday’s best.

About Us:

Forward Financing is a financial technology company based in Boston, Massachusetts with an operational hub in Santiago, Dominican Republic, 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. Forward offers revenue-based financing – delivering an upfront sum of working capital in exchange for a set amount of the business’s future revenue. 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 $3.5 billion in funding to more than 71,000 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.

Perks & Benefits:

At Forward, our team members are at the heart of our company, and we are committed to taking care of them as people, not just employees. We offer a comprehensive benefits package, including but not limited to: medical, dental, vision, and 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.

Workplace flexibility is a top priority at Forward too. Our Employee Choice policy means that almost all of our employees get to decide where they work. 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. If face-to-face time is desired, people managers are empowered to find a cadence that works for their team. 

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! 

U.S. Equal Opportunity Employment Information

Forward Financing is proud to be an equal opportunity employer, and is committed to fostering a fair and inclusive culture built on a foundation of high performance and exceptional customer experience. With a laser focus on employee impact, we’re able to reduce biases and ensure the right people are in the right jobs to contribute to our mission. The varied perspectives of our people fuel innovation and make us a stronger team. By embracing what makes each of us unique, we create a supportive environment where people feel valued, accepted, and empowered to thrive.

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