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Commercial Client Relationship Specialist
2 months ago
Fora Financial is a cutting-edge provider of flexible financing solutions tailored for small and medium-sized enterprises. Since our establishment, we have empowered over 55,000 merchants across the nation with more than $4 billion in capital, enabling them to address various financial needs, including operational expenses, cash flow management, and business growth.
Our ApproachUtilizing our proprietary technology, we ensure a swift and efficient capital delivery process, allowing businesses to access funds in as little as 24 hours—significantly faster than traditional bank loans.
Company GrowthFrom our humble beginnings with two founders in a small workspace, we have expanded to nearly 150 dedicated employees, with new offices enhancing our presence.
Our CultureAt Fora Financial, we prioritize a partner-centric philosophy, offering personalized funding strategies and collaborating closely with our clients to meet their evolving needs in a dynamic economic landscape.
What We OfferWe provide a competitive salary, opportunities for professional growth, and a relaxed yet professional hybrid work environment. Our office fosters a vibrant atmosphere where employees can enjoy amenities such as daily breakfasts, endless snacks, catered lunches, and recreational areas.
Your RoleAs a Commercial Client Relationship Specialist, you will:
- Manage a portfolio of existing clients, ensuring ongoing communication and support.
- Generate renewal business through proactive outreach to past and current clients.
- Prospect and present solutions to eligible accounts.
- Set realistic expectations for clients based on performance metrics.
- Facilitate necessary documentation for securing new capital.
- Collaborate with our Broker Channel on eligible accounts.
The ideal candidate will possess:
- A minimum of 1 year of sales experience, particularly in high-volume communication environments.
- Strong organizational and time management skills to ensure effective follow-up.
- Comfort with conducting business over the phone.
- Financial experience is advantageous.
- A Bachelor's degree is required.
We offer comprehensive benefits, including medical, dental, and vision coverage, along with gym reimbursement for eligible employees. Additionally, we provide flexible spending and commuter benefits, reinforcing our commitment to employee well-being.
Fora Financial is proud to be an Equal Opportunity Employer.
