Account Manager

| Greater Boston Area
At Forward Financing, our mission is to be the leading provider of financing solutions to under-served small businesses. Over the past three years, we have been recognized as one of the top 10 fastest growing companies in Massachusetts. 
As Account Manager, you will be in an inbound role, selling Forward Financing’s value proposition to established partners with the goal of driving funding volume and revenue for our organization. Our channel partners, independent sales organizations and brokers, connect us with the small businesses seeking working capital. This is a transactional role with a short sales cycle, on average 2-3 days, so you get to see quick wins! 
You will learn the in’s and out’s of the small business financing sector, and what sets Forward Financing apart: reputation, transparency, speed, and most importantly, our people. Join a team that has consistently achieved their monthly goals and set records, which is evidenced by Forward Financing’s 60% revenue growth over the past year. 

In this role you will: 

  • Proactively manage your portfolio partner relationships daily, with the objective of growing your book and increasing profitable monthly funding volume 
  • Provide excellent customer service to your partners; taking personal responsibility to resolve issues and build trust 
  • Visit partners to build relationshipsand educate them on how to sell Forward Financing’s financial product to small business owners; up to 15% travel monthly 
  • Communicate effectively to your partners the value of working with you and Forward Financing 
  • Analyze reports to strategize with your partners on how to improve the quality and volume of deal submissions 
  • Establish and build relationships with high-value partners to organically grow same partner wallet share 
  • Follow-up on open deals with a sense of urgency and a desire to win profitable deals in a fast-paced, transactional sales environment 
  • Identify process improvements and efficiencies to improve overall partner experience 
  • Effectively partner with the underwriting team throughout the deal life cycle to improve conversion rate 
  • Collaborate across departments and be a team player, thinking about what is best for the company 

About You:

  • Passionate: High energy. “Can-do-attitude”. Enthusiastic. Optimistic, open, and objective toward others
  • Coachable: Open to feedback and continual professional improvement. Flexible and adaptable
  • High Standards: Quality orientation. Follow through on commitments. A Doer who gets things done
  • Efficient: Producing significant output with minimal wasted effort, organized planning and prioritization
  • Proactive: Self-starter, continually seeks additional responsibilities. willingness to go the distance to get something done, including working long hours at times if needed
  • Collaborative: Strong “people orientation”. Can disagree without being abrasive or intimidating. Team player
  • Emotional Intelligence: high degree of self-awareness. Handles interpersonal relationships judiciously and empathetically. Exercises good judgement while under pressure
  • Communicator: Speaks and writes clearly and articulately without being overly verbose or talkative and possesses an openness to people and a willingness to hear what others are saying
  • Customer Oriented: The job demands a positive and constructive view of working with others. There will be a high percentage of time spent in listening to, understanding and successfully working with a wide range of people from diverse backgrounds to achieve “win-win” outcomes

  • Bachelor’s degree 
  • Minimum of 4 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
  • Excellent organizational and time management skills 
  • Make-it-happen attitude and strong ability to take responsibility for their successes and failures 
  • Can succeed individually, but collaborates well within a team environment to achieve goals 
  • Excited to be a part of and make an impact at a high-growth company 
Read Full Job Description
Apply now
loading ...

Technology we use

  • Engineering
  • Product
  • Sales & Marketing
    • JavascriptLanguages
    • RubyLanguages
    • ElixirLanguages
    • Ruby on RailsFrameworks
    • JIRAManagement
    • TrelloManagement
    • SalesforceCRM
    • Constant ContactEmail
    • MailChimpEmail


Our company is in the heart of Boston — close to shopping, restaurants and within walking distance of all public transit and major highways.

What are Forward Financing Perks + Benefits

Forward Financing Benefits Overview

At Forward Financing, our employees are extremely important to us. Here you will discover incredibly talented people who care deeply about their customers and each other. We believe that having the right people on our team and strong teamwork is the key to creating a foundation for success. Our culture is professional but we make sure to celebrate our individual and team wins. We believe you should be rewarded for your hard work. In addition to competitive compensation packages and generous standard benefits (health, vision, dental) team members also enjoy company catered meals weekly, Summer Fridays, flexible work schedules, charity donation match, generous 401k match, paid volunteer days and overall a fun and rewarding workplace.

Volunteer in local community
Partners with Nonprofits
Friends outside of work
Eat lunch together
Intracompany committees
Daily stand up
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Pair programming
Open office floor plan
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Wellness Programs
Onsite Gym
Retirement & Stock Options Benefits
401(K) Matching
Performance Bonus
Match charitable contributions
Child Care & Parental Leave Benefits
Generous Parental Leave
Flexible Work Schedule
Remote Work Program
Family Medical Leave
Vacation & Time Off Benefits
Generous PTO
Paid Volunteer Time
Paid Holidays
Paid Sick Days
Perks & Discounts
Beer on Tap
Casual Dress
Commuter Benefits
Company Outings
Game Room
Stocked Kitchen
Some Meals Provided
Happy Hours
Recreational Clubs
Fitness Subsidies
Professional Development Benefits
Job Training & Conferences
Lunch and learns
Cross functional training encouraged
Promote from within

Additional Perks + Benefits

We believe people are most productive when they are engaged and having fun. We are proud of the culture that we’ve built here at Forward Financing. Our employees agree it is not only a fun and rewarding workplace, but you certainly won’t go hungry while you’re here. From company sponsored off-site events and lunches, to a fully stocked kitchen, we make sure you are well fed and enjoying time with your team. A few events that we think are pretty cool:

- Company sponsored monthly team lunches at local restaurants
- Birthday & anniversary celebrations
- Catered meals weekly
- Team building events
- Month-end celebrations
- Annual summer outing
- Annual holiday celebration
- Company sponsored sports teams (flag football, softball, basketball)
- Monthly “meet-n-greet” lunches
- Annual hackathon
- Monthly sports raffle for tickets to Bruins, Celtics and Red Sox games
- Employee-led committees for change

More Jobs at Forward Financing12 open jobs
All Jobs
Data + Analytics
Dev + Engineer
Data + Analytics