Sales Coordinator

| Greater Boston Area
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This is a terrific opportunity for an organized individual with excellent customer service skills to join our team. At Forward Financing, our mission is to be the leading provider of financing solutions to under-served small businesses. As one of the fastest growing companies in Massachusetts, we are at the forefront of growth in the FinTech space. We are 100% dedicated to this vertical and to achieving our mission. 

We are looking for a Sales Coordinator to join our high-performing Renewals team. Your main responsibility will be assisting the Account Executives in handling all of the incoming requests via phone and email from our clients (small businesses) and outside sales partners.

In this role you will: 

  • Ensure communication with external sales partners and merchant clients is professional, timely, systematic and organized.
  • Handle phone spill over and working directly with merchants to solve account questions on balances, statements and other items
  • Maintain positive working relationships with our clients, partners and Account Executives.
  • Ensure submissions and deals are efficiently moving through our approval and funding process.
  • Various administrative duties and ad hoc projects as needed.
  • Help team of Account Executive with incoming phone calls and emails.

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 Centric: Positive and constructive view of working with others. Listens to, understands and successfully works with a wide range of people from diverse backgrounds to achieve “win-win” outcomes.
  • Work Ethic:  Possesses a strong willingness to work hard and sometimes has long hours to get the job done. Has a track record of working hard. 

Requirements:

  • Six months to one year of professional experience in a comparable support role.
  • Proficient in Microsoft Office: Word, Excel and PowerPoint.
  • Exceptional organizational and administrative skills.
  • Top notch phone etiquette -- working with clients and outside partners on a daily basis.
  • Ability to work under intense pressure and multitask in a fast-paced environment.
  • Excellent oral and written communication skills.
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Technology we use

  • Engineering
  • Product
  • Sales & Marketing
  • People Operations
    • JavascriptLanguages
    • RubyLanguages
    • ElixirLanguages
    • Ruby on RailsFrameworks
    • AWS (Amazon Web Services)Services
    • Google AnalyticsAnalytics
    • MixpanelAnalytics
    • TableauAnalytics
    • FigmaDesign
    • IllustratorDesign
    • InVisionDesign
    • MiroDesign
    • PhotoshopDesign
    • SketchDesign
    • UXPinDesign
    • ConfluenceManagement
    • Google DriveManagement
    • Google DocsManagement
    • Google SlidesManagement
    • JIRAManagement
    • Monday.comManagement
    • TrelloManagement
    • WordpressCMS
    • HubSpotCRM
    • SalesforceCRM
    • SlackCollaboration
    • ZoomCollaboration
    • LatticeCollaboration
    • Google MeetCollaboration
    • Monday.comProject Management

Location

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.

An Insider's view of Forward Financing

How would you describe the company’s work-life balance?

The work/life balance at Forward Financing is excellent. My projects are challenging, engaging, and require hard work. I am fulfilled knowing the work I do is helping small businesses. I also consider myself lucky that I have the flexibility to manage my time and schedule as needed while raising a family.

Lauren

Senior Product Manager

What is your vision for the company?

We are building a world class fintech company to help one million small businesses achieve their full potential. We are doing this by creating a place where our employees love to work and value both personal and professional growth.

Justin

Co-founder and CEO

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 building connections with colleagues, participating in team-building events, and feeling 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 a monthly stipend that can be used towards wellness, commuting, or home-office expenses.

3. Work / Life Balance. You've got generous paid time off (that we actually want you to take!) and paid parental leave. And, we don't expect you to be connected 24/7. We know you have a life outside of Forward, and we respect boundaries.

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 an annual allowance towards professional growth.

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, and charitable donation matching.

Culture
Volunteer in local community
Partners with nonprofits
Open door policy
OKR operational model
Team based strategic planning
Pair programming
Open office floor plan
Flexible work schedule
Remote work program
Diversity
Documented equal pay policy
Highly diverse management team
Mandated unconscious bias training
Diversity manifesto
Mean gender pay gap below 10%
Diversity employee resource groups
Hiring practices that promote diversity
We use an AI-enabled platform that analyzes all job descriptions to ensure they reduce bias and are inclusive of all candidates.
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability insurance
Dental insurance
Vision insurance
Health insurance
Life insurance
Wellness programs
Mental health benefits
Financial & Retirement
401(K)
Forward Financing's 401(k) retirement plan offers a broad selection of stocks, bonds, and international index funds to choose from.
401(K) matching
Performance bonus
Forward Financing's performance bonus includes cash rewards and prizes which may vary across departments based on targets and pay structure.
Charitable contribution matching
Child Care & Parental Leave Benefits
Generous parental leave
Family medical leave
Vacation & Time Off Benefits
Generous PTO
Paid volunteer time
Paid holidays
Office Perks
Commuter benefits
Company-sponsored outings
Free snacks and drinks
Some meals provided
Company-sponsored happy hours
Fitness stipend
Home-office stipend for remote employees
Onsite gym
Professional Development Benefits
Job training & conferences
Tuition reimbursement
Lunch and learns
Promote from within
Mentorship program
Continuing education stipend
Customized development tracks
Paid industry certifications

Additional Perks + Benefits

While we now have team members across the U.S., our culture is still fun-loving and collaborative. We’re always thinking about ways we can engage our dispersed workforce both in-person and virtually. From virtual game nights to small group lunches, we have found ways to keep our team engaged and excited.

For team members who want to come into our downtown Boston office, we have Zoom-equipped conference rooms and host monthly happy hours. And, the kitchen is always stocked with snacks and beverages!

Communication from our leadership team is also a top priority. With bi-weekly all-team huddles for company and department updates, to semi-annual Town Hall meetings for a deeper dive, we value transparency and always Keep It Real.

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