Account Executive - Renewal Sales (Bilingual Spanish)
Forward Financing has been recognized as one of the fastest-growing FinTech companies in Boston for the past five years, as recognized by Boston Business Journal, Inc. Magazine, and Deloitte Fast 500. We help small businesses spend less time finding capital and more time helping their customers and managing their businesses. Our mission is to create a world-class FinTech company so that our customers and our people can reach their full potential. We accomplish this by investing in our people, technology, and customer experience – with long-term success in mind.
As an Account Executive, you will work with small and medium-sized businesses to understand their needs and analyze their business to help them identify and secure the right financial product for their business. You will report to the Sales Manager, and collaborate frequently with underwriting and other Account Executives. This role offers remote flexibility 2-3 days per week.
In this role you will:
- Proactively manage your portfolio of small and medium-sized businesses that are actively working with Forward Financing, focusing on growing the relationships and providing solutions for additional capital.
- Reach out to inactive customers to see if they have a need for additional financing.
- Effectively analyze business profiles and financial history to advise them whether Forward Financing products suit their needs and financial circumstances.
- Leverage data and reporting to proactively attack your day and maximize your opportunities.
- Own the sales process from submission through closing in an effort to crush monthly quotas.
- Diligently balance your activity in a fast-paced environment.
- Effectively handle interruptions and constantly changing priorities effectively.
Requirements: (Even if you don’t check every box, but see yourself contributing, please apply.)
- Bilingual English/ Spanish preferred.
- Bachelor’s degree preferred or equivalent work experience.
- 1-4 years of professional experience.
- Minimum of 1 year of experience in a sales-oriented role.
- Demonstrated success in setting and hitting goals.
Forward Financing Core Values:
- People First – We build relationships and support each other.
- We Before Me – We prioritize team success over individual success.
- Be Candid – We are authentic, honest, and direct.
- Do the Right Thing – We act with integrity, and we don’t cut corners.
- Continuous Improvement – We push ourselves, never settling for the best we did yesterday.
- Be Positive – We are optimistic and assume positive intent.
About Us:
Forward Financing is a Boston-based FinTech company that provides fast, flexible, and reliable capital to small businesses nationwide. Since 2012, Forward Financing has provided over $1.1 billion in financing to more than 27,000 small businesses. Forward Financing has been consistently named by the Boston Business Journal and Built in Boston as one of the best places to work in Massachusetts.
Forward Financing actively promotes a focus on diversity, equity, and inclusion in all we do. We encourage a workplace where trust and respect are paramount and all employees feel valued, heard, and accepted. By accepting diversity of thought, background, and identity, we will continue to become a stronger team and a better organization.
We are a diverse and driven group of over 100 people, located in the heart of Boston’s Financial District. Our employees come to work knowing they are helping thousands of small businesses while advancing their own careers. If this sounds exciting to you, learn more about our leadership team and our open opportunities.
Perks & Benefits:
At Forward Financing, we believe that if our company succeeds, all of our employees succeed too. We offer a comprehensive benefits package including but not limited to; medical, dental, vision and commuter benefits along with a flexible time off policy, 401k match, wellness reimbursement, paid volunteering days, annual professional development budget, and charitable donation match.
When we aren’t on a Zoom meeting, supporting our customers, or working on a project, you can likely find us taking part in a scavenger hunt, a virtual trivia game, or celebrating team wins together!
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