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Client Relationship Manager II

2 months ago

Boston, Massachusetts, United States Forward Financing Full time
Job Overview

Forward Financing is a Boston-based financial technology firm dedicated to delivering swift and adaptable working capital solutions to small enterprises across the United States that have been overlooked by conventional financing avenues. Our mission is to cultivate a premier fintech organization, empowering both our clients and our team members to realize their utmost potential. Recognized as a Best Place to Work by esteemed publications, we are committed to investing in our workforce, technology, and customer service to ensure sustainable success.

Role Summary

As a Client Relationship Manager II, you will engage in an inbound sales capacity, articulating Forward Financing's unique value proposition to our established ISO partners, with the aim of enhancing profitable revenue streams for our organization. These ISO partners play a crucial role in connecting us with small businesses in need of working capital. You will gain comprehensive insights into the small business financing landscape and understand what differentiates Forward Financing: our esteemed reputation, transparency, speed, and, most importantly, our dedicated team.

Key Responsibilities
  • Proactively oversee a portfolio of approximately 10 onboarded ISO partners, focusing on maximizing profitability.
  • Develop an in-depth understanding of each ISO partner, including their business models, objectives, and motivators.
  • Analyze performance metrics to identify trends, threats, and opportunities within the ISO partner landscape.
  • Communicate ISO performance insights effectively, fostering partner engagement and identifying avenues for growth.
  • Establish and nurture relationships with ISO representatives and decision-makers to organically enhance performance.
  • Collaborate with ISO partners to illustrate the value Forward Financing offers to their small business clientele, emphasizing our speed and flexible capital access.
  • Deliver exceptional customer service to ISO partners, taking ownership of issue resolution and building trust while maintaining urgency in a dynamic sales environment.
  • Work closely with the underwriting team to drive profitable transaction volumes.
  • Demonstrate the ability to confidently present ideas, solutions, and reports to ISO representatives and executives.
Qualifications

We encourage candidates to apply even if they do not meet every requirement.

  • Bachelor's degree is mandatory.
  • 2-3 years of experience in account management or a related field (relationship management, client management, sales).
  • Strong customer service aptitude and the ability to navigate challenging conversations and objections.
  • Exceptional organizational and time management capabilities.
Core Values
  • Drive the Mission: We believe in providing financial opportunities for underserved small businesses.
  • Keep It Real: We value direct communication and authenticity.
  • Act With Kindness: We foster an environment where caring and helping are standard practices.
  • Shoot for Extraordinary: We are motivated by innovative thinking and continuous improvement.
About Forward Financing

Forward Financing is a fintech company based in Boston, Massachusetts, dedicated to providing rapid and flexible working capital to small businesses across the United States. Our innovative revenue-based financing model allows us to deliver upfront capital in exchange for a portion of future revenue, streamlining the process and utilizing advanced technology to facilitate quick approvals and funding.

Since our inception, we have provided over $2.8 billion in funding to more than 61,000 small businesses, earning an A+ rating from the Better Business Bureau. We are also recognized as a Best Place to Work and are committed to fostering a diverse, equitable, and inclusive workplace where all employees feel valued and heard.

Benefits

At Forward, we prioritize our team members' well-being, offering a comprehensive benefits package that includes medical, dental, vision, and commuter benefits, along with a flexible time-off policy, paid parental leave, and a 401k match for eligible employees. We also emphasize workplace flexibility, allowing employees to choose their work environment while focusing on impactful contributions to the company's success.