Strategic Partnerships Manager II

2 weeks ago

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

Forward Financing is a leading financial technology firm dedicated to providing swift and adaptable working capital solutions to small enterprises across the United States. Our mission is to empower both our clients and our team members to achieve their utmost potential. Recognized as a premier workplace by various industry publications, we prioritize investment in our workforce, technology, and customer satisfaction.

As a Client Relationship Manager II, you will engage in an inbound sales capacity, promoting Forward Financing's unique offerings to our established ISO partners, with the aim of enhancing profitable revenue streams for our organization. Our ISO partners serve as vital links to small businesses in need of financial support. You will gain comprehensive insights into the small business financing landscape and understand what differentiates Forward Financing: our esteemed reputation, commitment to transparency, rapid response times, 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's business model, goals, and motivations.
  • Analyze performance metrics to identify trends, challenges, and opportunities within the ISO partner landscape.
  • Communicate ISO performance insights effectively, fostering partner engagement and uncovering growth potential.
  • Build 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 speed and flexible access to capital.
  • Deliver exceptional customer service to ISO partners, taking ownership of issue resolution and fostering trust in a dynamic sales environment.
  • Work closely with the underwriting team to drive profitable volume.
  • Demonstrate the ability to confidently present ideas, solutions, and reports to ISO representatives and executives.

Qualifications:

  • A Bachelor's degree is required.
  • 2-3 years of experience in account management or a related field (relationship management, client management, sales).
  • Strong customer service abilities and adeptness in managing challenging conversations and objections.
  • Excellent organizational and time management skills.

Core Values:

  • Drive the Mission: We advocate for financial opportunities for underserved small businesses.
  • Keep It Real: We value straightforward communication and authenticity.
  • Act With Kindness: We foster a supportive environment where helping others is paramount.
  • Shoot for Extraordinary: We strive for innovation and continuous improvement.

About Forward Financing:

Forward Financing is committed to enhancing access to capital for small businesses through innovative financing solutions. Our dedicated teams provide personalized support, ensuring that our clients receive the financial resources they need to thrive. We actively promote diversity, equity, and inclusion within our workplace, fostering an environment where every employee feels valued and heard.

Benefits:

We offer a comprehensive benefits package, including medical, dental, vision, and commuter benefits, alongside a flexible time-off policy and professional development opportunities. Our Employee Choice policy allows employees to determine their work environment, emphasizing impact over location.

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