Account Specialist
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 so that each employee feels comfortable bringing their authentic self to work.
As an Account Specialist you will be challenged daily and find satisfaction using your communication, analytical and problem-solving skills to help customers resolve account and payment issues. 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. 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 and support customers who are experiencing decreasing revenues.
- Use empathy and judgement to understand what the customer’s business is going through, how it has affected their revenue, and come up with a plan to work through it.
- Wow the customer with prompt, helpful and accurate service that reflects Forward Financing’s core values.
- 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.
Requirements:
- 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.
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 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, 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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