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Relationship Manager

3 months ago

New York, United States Fora Financial Full time

Fora Financial is a technologically enabled, leading provider of flexible financing to small and medium-sized businesses. Since our inception in 2008, we have supported more than 55,000 merchants nationwide with over $4 billion of capital used for a variety of purposes, from funding everyday operating expenses to managing cash flow gaps to facilitating business expansion, and much more. Leveraging our proprietary technology, Fora Financial is able to deliver capital to our customers via a streamlined and simple process that can be completed in as little as 24 hours, compared with the weeks or even months it often takes for a business to receive a bank loan. Over the past fourteen years, Fora Financial has grown from two founders in a small Manhattan workspace to a company of nearly 150 employees with new offices in New York and Miami. Fora Financial prides itself on being a partner-centric organization, offering a customized funding approach, collaborating with our small-business customers to understand their needs in a dynamic and ever-changing economic environment. We offer a competitive salary, growth potential, and a casual yet professional hybrid work environment. Located in the heart of midtown Manhattan, you can enjoy lunch downstairs listening to the summer band series or around the corner in Bryant Park. After work, you can hop on a Citi Bike to ride to the Hudson River Park, take a stroll to a show on Broadway or attend an event at Madison Square Garden. Our office sets the stage for our employees’ success and well-being. We provide all the tools and support needed to maximize your career potential, in addition to perks and extras like daily breakfasts, endless snacks, catered lunches, a chill lounge/games area and more. While we work very hard, we do not take ourselves too seriously. We enjoy a family-like camaraderie that fosters a passion for success in each Fora Financial Team member. If this sounds like an environment you would be passionate to work in – apply now

A Day in the Life of a Relationship Manager:

  • Manage a portfolio of existing clients and maintain continued contact with existing customer base
  • Generate Renewal business from our past and current small business customers through high phone and email activity
  • Close renewal business consistently at or above quota level
  • Prospect and pitch eligible accounts
  • Communicate current eligibility status to existing clientele
  • Manage expectations of our existing customers based on performance and origination strategy
  • Facilitate the necessary paperwork for obtaining new capital and correspond with all relevant parties
  • Ensure a collaborative, coordinated, and team focused environment with common goals and objectives
  • Collaborate with out Broker Channel regarding their eligible accounts
Requirements
  • 1+ years sales experience through high-volume phone and email communications
  • Excellent organizational/time management skills to ensure follow up with all customers
  • Have maintained a monthly or quarterly quota in a transactional selling environment
  • Analytical individual with strong attention to detail
  • Comfortable conducting business over the phone
  • Individual who is articulate and well spoken
  • Self-motivated and results-driven
  • Must possess a strong work ethic and professional attitude
  • Financial experience a plus
  • Bachelor’s degree required
The Benefits of Working for Fora Financial:
  • Opportunity for Advancement
  • Medical, Dental, Vision Coverage
  • 401k Plan with Company Match
  • Gym Reimbursement for Employees on Medical Plans
  • Life Insurance at No Cost to Employees
  • Generous Time Off Plan
  • Flexible Spending and Commuter Benefits


*Compensation for this role is Base Salary + Commission.

Fora Financial is an Equal Opportunity Employer