Forward Financing
Boston, MA

Account Specialist

| Greater Boston Area
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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's Fast 500. Our mission is to be the leading provider of alternative financing solutions to under-served small businesses. We accomplish this by investing in our people, our technology, and our customer experience – with long-term success in mind. We are proud to be named to Boston Business Journal's Best Places to Work in 2020.

As an Account Specialist you will be challenged daily and find satisfaction using your communication, analytical and problem-solving skills to help customers resolve temporary financial and payment issues they are having with us.  In this position, you will play an integral role in the revenue life-cycle of the company and help strengthen our relationships with those customers that need assistance in repaying their financing. As you progress at Forward Financing, opportunities may exist to further your career growth by moving within a department, or from one department to another.

In this role you will:

  • Use your communication skills to engage the customer and your negotiation skills to reach a payment plan agreement that successfully balances the interests of the company and doing right by the customer.
  • Use your analytical skills, empathy and judgement to understand what the customer’s business is going through, how it has affected their ability to pay and come up with a plan to work through it.
  • Wow the customer with prompt, helpful and accurate service that reflects Forward Financing’s willingness to work with customers facing financial hardships in accordance with our contract.
  • Prioritize and organize your work each day in order to work each account in your portfolio diligently, thoroughly, efficiently and on a timely basis to an A+ level.
  • Use your attention to detail to fully and accurately document the status of the account and next steps
  • Collaborate as needed with other internal teams including but not limited to sales, renewals, underwriting and legal.
  • Identify issues, opportunities and trends that affect your and the company’s ability to succeed and bring them to the attention of your supervisor.
  • Continuous follow through using a variety of contact methods to reach out to customers who may not be communicating.

About You:

  • Passionate: You love what you do, and you have a positive attitude. You care about your teammates and the results of your work while demonstrating humility.
  • Coachable: Open to feedback and continual professional improvement.  Flexible and adaptable
  • Communicator: Speaks and writes clearly and articulately and likes to build strong relationships. Openly listens to learn and shows appreciation for other points of view.
  • 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 who appropriately tackles problems and gets stuff done without the need for constant oversight. Continually seeks additional responsibilities while asking for, and acting on, feedback.
  • Collaborative:  Approaches work with a “people first” attitude and is a team player. Able to engage in healthy and helpful conflict.
  • Emotional Intelligence: high degree of self-awareness. Handles interpersonal relationships judiciously and empathetically.  Exercises good judgement while under pressure.
  • Competitive: Strong desire to win both as an individual and team. Exhibit tenacity, boldness, assertiveness in demanding jobs/situations.
  • Persuasive: Ability to convince others to pursue a course of action.


  • Bachelor’s Degree strongly preferred.
  • 1+ years of professional experience. 
  • Self-motivated individual who can learn quickly.
  • Team player who asks questions and takes the initiative to suggest improvements on current processes and systems.
  • Good listening skills with the ability to see situations from the perspective of others. 
  • Ability to solicit, receive and implement feedback with the goal of relentless improvement.

About Us: 

Forward Financing is a Boston-based financial technology company that provides fast, flexible, and reliable capital to small businesses nationwide. By combining proprietary technology with a team of small business financing experts, Forward Financing delivers same day funding with the speed and simplicity business owners need to succeed and grow.

Since 2012, Forward Financing has provided over $750 million in financing to more than 20,000 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. Since 2017, Forward Financing has been named by Inc. Magazine and the Boston Business Journal as one of the fastest growing companies in Massachusetts. 

We are a diverse and driven group of over 90 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


At Forward Financing, we believe that if our company succeeds, all of our employees succeed too.  We offer a competitive compensation package for highly qualified candidates that are extremely motivated, have a positive attitude, and are able to ramp up quickly.  We offer a comprehensive benefits package including medical, dental, vision and commuter benefits along with gym reimbursement, 401K, paid volunteering days and a matching gift program.  

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Where we are

Located in the financial district, we’re walking distance to the North End and Faneuil Hall and we’re close to all major T and commuter rail lines.

Technology we use

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

What are Forward Financing Perks + Benefits

Forward Financing Benefits Overview

We’re building a place where our people want to run to work every day. It’s not just the great perks and benefits. It’s our people, our purpose, and our passion for what we do that makes Forward Financing unlike anywhere else you’ve worked. But the perks certainly help!

1. Fun-loving culture. We can promise you one thing: you won’t be bored here. You can look forward to team-building events, a stocked kitchen, and a sense of purpose knowing that your work directly impacts thousands of hardworking small businesses.

2. We've got you covered. In addition to comprehensive medical, dental, and vision plans, we make sure you feel your best with wellness subscriptions and gym reimbursements.

3. Work / Life Balance. You've got generous paid time off, Summer Fridays, and paid parental leave.

4. Competitive Compensation. Our people work hard, and we make sure they feel appreciated with competitive compensation packages and 401K contribution matching.

5. Learning & Development. This is a place to grow your career. Think individual coaching and development, team training workshops, and industry conferences.

6. Paying it Forward. We’re not just passionate about supporting our small business customers, but also the world around us. We offer paid volunteer days, company-sponsored volunteer events, charitable donation matching.

Volunteer in local community
Forward Financing employees receive two paid volunteer days to give back to our local community such as with the Boys & Girls Club, Habitat for Humanity, Pine Street Inn, Greater Boston Food Bank, etc
Partners with Nonprofits
Forward Financing is committed to making a greater impact in the local community, through community service projects and donations to area nonprofits including Year Up, BUILD, Boys & Girls Club, etc.
Friends outside of work
Eat lunch together
Intracompany committees
Our Culture Committee is tasked with ways to create and promote team culture events each month to foster team building activities such as field days, scavenger hunts, baking competitions and many more
Daily stand up
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Pair programming
Open office floor plan
Documented equal pay policy
Unconscious bias training
Forward Financing provides facilitator-led unconscious bias training to ensure that content is delivered effectively in a safe and welcoming manner, enabling team members to make actionable change.
Mean gender pay gap below 10%
Diversity Employee Resource Groups
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Forward Financing employees can contribute up to $2,700 annually to their FSA.
Disability Insurance
Disability insurance covers 60% of annual salary up to $7500 monthly maximum payout.
Dental Benefits
Our dental plan covers $5000 of expenses.
Vision Benefits
The vision benefits plan covers 100% for annual eye exams with $150 for glasses and contact lenses.
Health Insurance Benefits
Life Insurance
Wellness Programs
Onsite Gym
Mental Health Benefits
Retirement & Stock Options Benefits
Forward Financing's 401(k) retirement plan offers a broad selection of stocks, bonds and international index funds to choose from.
401(K) Matching
Forward Financing provides employees with a 401(k) matching plan managed by Prudential. The company will match contributions up to 4% of an employee's annual salary.
Performance Bonus
Forward Financing's performance bonus includes cash rewards and prizes which may vary across departments based on targets and pay structure.
Match charitable contributions
Forward Financing will match employee's charitable contributions up to $500.
Child Care & Parental Leave Benefits
Generous Parental Leave
We provide up to 12 weeks of paid parental leave.
Flexible Work Schedule
Forward Financing provides employees with a flexible work schedule that includes Summer hours, core hours, flexible start and end times.
Remote Work Program
Our remote work program includes work from home opportunities for specific positions.
Family Medical Leave
Employees who have been with the company for 12 months are eligible for 12 weeks of family medical leave.
Vacation & Time Off Benefits
Generous PTO
Forward Financing employees receive between 20 and 25 days per year of paid time off based on years of service.
Paid Volunteer Time
Our employees receive 16 hours per year of paid volunteer time.
Paid Holidays
Paid Sick Days
Perks & Discounts
Beer on Tap
Casual Dress
Commuter Benefits
Forward Financing offers pre-tax commuter benefits for all employees.
Company Outings
Forward Financing hosts company outings Monthly.
Game Room
Our Amenities Center includes Ping Pong, Pool Table and Video Games.
Stocked Kitchen
Forward Financing has a fully stocked kitchen including fresh fruit, unlimited snacks, coffee, tea and other drink options.
Some Meals Provided
Employees get free lunch every Friday.
Happy Hours
Happy hours are hosted in the office on Fridays starting at 4 pm. Wednesday - Friday, happy hours are hosted in our Amenities Center from 4:30-7:30 pm.
Recreational Clubs
Forward Financing sponsors various sports leagues throughout the year.
Fitness Subsidies
Forward Financing reimburses its employees up to $60 per month for gym reimbursement.
Professional Development Benefits
Job Training & Conferences
Acme Co. offers employees professional development opportunities with onsite training courses, the ability to attend job-related conferences and seminars.
Lunch and learns
Acme Co. hosts lunch and learn meetings once per quarter.
Cross functional training encouraged
Promote from within
Mentorship program
Our mentorship program includes 1-to-1 program, 1-to-many program, career mentoring, leadership mentoring.
Customized development tracks
Paid industry certifications

Additional Perks + Benefits

Despite the challenges of remote work, we haven't let our fun-loving, collaborative culture change! We're always thinking about what we can do to make this challenging time a bit more fun for our team. From Family Feud competitions to happy hours and sending our team members care packages, we have found new ways to keep our team engaged and excited.

For our team members want to come into the office, we've adapted our beautiful new office space in downtown Boston so that all desks are 6 feet apart. You can find hand sanitizer and cleaning wipes in every direction and provide masks to all employees, ensuring that people feel safe and comfortable coming into work. With kitchen filled with snacks and beverages, we've made sure everything is easy to grab-and-go.

Communication from our leadership team has taken top priority. With weekly company-wide huddles sharing updates and peer recognition, along with weekly email communications celebrating team wins, our team feels in the know and excited about what's next.

Forward Financing Jobs In Boston

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Data + Analytics
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Account Specialist

Forward Financing
Greater Boston Area
21 hours ago
As an Account Service Specialist you will be challenged daily and find satisfaction using your communication, analytical and problem-solving skills to help customers resolve temporary financial and payment issues they are having with us.  In this position, you will play an integral role in the revenue life-cycle of the company and help strengthen our relationships with those customers that need assistance in repaying their financing. As you progress at Forward Financing, opportunities may exist to further your career growth by moving within a department, or from one department to another.

Sr. Data Analyst

Forward Financing
Greater Boston Area
1 day ago
As a Senior Data Analyst, you will play an important role in harnessing the Company’s data to provide valuable insights that will be used to enhance operations and business results across all groups. You will report to the Manager of Analytics and Business Intelligence.

Sales Coordinator

Forward Financing
Greater Boston Area
6 days ago
Your role as Sales Coordinator will be to help push deals across the finish line by quickly learning our industry and process. You will be the point person to keep the wheels of the group moving. You will collaborate closely with Account Managers to work with our partners and other internal teams on making sure we have all required sales documents to complete a deal.   

Manager, Sales Operations

Forward Financing
Greater Boston Area
1 week ago
You will be a strategic partner to sales leadership, responsible for sales analytics and reporting to help drive success for the sales organization. You are energized by investigating, understanding, and executing opportunities to increase productivity and drive revenue growth. This role frequently partners with other functions in the business including marketing, underwriting, and analytics. The ideal candidate is able to develop efficient solutions to unique problems.