Account Executive
Forward Financing has been one of the fastest-growing fintech companies in Boston for the past three 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 growing 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. Forward Financing strives to promote diversity, equity, and inclusion in all we do.
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.
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:
- Bachelor’s degree.
- 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 genuinely care about each other.
- We Before Me – We prioritize team success over individual success.
- Be Candid – We are authentic, transparent, and direct.
- Do the Right Thing – We act with integrity and we don’t cut corners.
- Relentless 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. With a simple online application, business owners can trust that Forward Financing works to get them approvals within minutes, funding within hours, and personalized support when they need it most.
Since 2012, Forward Financing has provided over $1 billion in financing to more than 26,000 small businesses. Consistently recognized as an industry leader, the company is A+ rated by the Better Business Bureau and receives top ratings across all major customer review platforms. Forward Financing has been consistently named by 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 are committed to creating a workplace where trust and respect are paramount and all employees feel valued, heard, and accepted. By embracing 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 like something you’d like to be a part of, learn more at www.forwardfinancing.com.
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, gym reimbursement, paid volunteering days, annual professional development budget, and charitable donation match.
When we aren’t busy with a Zoom meeting, supporting our customers, or working on a project, you can likely find us taking part in a scavenger hunt, getting overly competitive in a trivia game, or celebrating our team wins together!
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