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Account Manager II

3 months ago

Boston, United States Forward Financing Full time
Job DescriptionJob Description

Forward Financing is a Boston-based financial technology company with an operational hub in the Dominican Republic, providing fast, flexible working capital to US small businesses that have been underserved by traditional financing options. It is our mission to build a world-class fintech company so our customers and our people can reach their full potential. Forward has been recognized as a Best Place to Work by the Boston Business Journal and Built In Boston and is certified as a Great Place to Work.® We're investing in our employees, technology, and customer experience – with long-term success in mind every step of the way.



As an Account Manager II, you will be in an inbound sales role, selling Forward Financing's value proposition to existing ISO partners with the goal of driving profitable revenue for our organization. Our ISO partners connect us with the small businesses seeking working capital. 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.

The ideal candidate should possess a customer-focused mindset, strong organizational skills, and the ability to build and maintain lasting relationships. They should be proactive, analytical, and capable of working in a fast-paced environment to achieve monthly sales goals.

In this role you will:
  • Proactively manage a portfolio of ~10 onboarded ISO partners, with the objective of increasing profitability.
  • Develop a deep understanding of each ISO partner, their business model, objectives and motivators.
  • Analyze performance data to understand ISO partner trends, threats + opportunities.
  • Effectively communicate ISO performance data, achieve ISO partner buy in and identify growth opportunities.
  • Establish and build relationships with ISO reps and decision makers to organically drive performance.
  • Work with your ISO partners to help them understand the value that Forward Financing can provide to their small business customers on a daily basis; focusing on providing speed + flexible access to capital when small businesses need it most.
  • Provide excellent customer service to your ISO partners; taking responsibility to resolve issues and build trust while creating a sense of urgency in a fast-paced, transactional sales environment.
  • Effectively collaborate with the underwriting team to drive profitable volume.
  • Demonstrated ability to confidently and effectively present ideas, solutions, and reports to ISO reps + Executives.
Requirements:

(Even if you don't check every box, but see yourself contributing, please apply.)

  • Bachelor's degree required.
  • 2-3 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 and objections.
  • Excellent organizational and time management skills.

#LI-MH1 #LI-Remote

Forward Financing Core Values:
  • Drive the Mission - We believe in financial opportunity for underserved small businesses. We say "yes" when others say "no."
  • Keep It Real - We value direct communication, candid feedback, and authenticity. We are an open book.
  • Act With Kindness - We create an environment where caring is cool and helping is the norm. We do the right thing.
  • Shoot for Extraordinary - We are inspired by innovative thinking and continuous improvement. We never settle for yesterday's best.
About Us:

Forward is a fintech company headquartered in Boston, Massachusetts with an affiliate office in Santiago, Dominican Republic, providing fast, flexible working capital to small businesses across the US. Forward offers revenue-based financing – delivering an upfront sum of working capital in exchange for a set amount of the business's future revenue. By simplifying the requirements, streamlining the process, and using advanced proprietary technology, Forward is often able to deliver approvals within hours and funds that same day — giving more businesses the financial opportunity they need to thrive. Plus, with their dedicated teams and award-winning service, customers get personalized support when they need it most.

Since 2012, Forward has expanded access to capital by providing over $2.8 billion in funding to more than 61,000 small businesses. The company is A+ rated by the Better Business Bureau with an Excellent / 4.8 stars rating on Trustpilot.com. Forward is also recognized as a Best Place to Work by Built In Boston, certified as a Great Place to Work®, and is committed to helping their people and the small businesses they serve to achieve their full potential.

Forward actively promotes a focus on diversity, equity, and inclusion in all we do. We encourage a workplace where trust and respect are paramount and all employees feel valued, heard, and accepted. Our diverse and driven group of about 450 people, with approximately 200 based in the US, and 250 in the Dominican Republic, is a 100% employee-owned company. Our people are excited about their work, knowing they are helping thousands of small businesses while advancing their own careers.

Perks & Benefits:

At Forward, our team members are at the heart of our company, and we are committed to taking care of them as people, not just employees. We offer a comprehensive benefits package, including but not limited to: medical, dental, vision, and commuter benefits, a flexible time-off policy, paid parental leave, 401k match for US employees, wellness reimbursement, volunteering days, annual professional development budget, and charitable donation match.

Workplace flexibility is a top priority at Forward too. Our Employee Choice policy means that almost all of our employees get to decide where they work. As a business, we are focused on impact; we are more concerned with your contributions to the success of the company than where you get your work done. If face-to-face time is desired, people managers are empowered to find a cadence that works for their team.

When we aren't collaborating to drive business and support our customers, we're finding virtual and in-person ways to get to know our colleagues, celebrate team wins, and have fun together

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