Customer Success Business Partner
6 days ago
At Fora Financial, we're seeking a skilled Customer Success Specialist to join our team. As a key member of our organization, you'll play a vital role in driving business growth and fostering strong relationships with our partners.
A Day in the Life:- Manage inbound leads, qualify, and conduct due diligence on potential partners
- Identify clients with a strong fit and pursue via research and creative outreach
- Onboard and train new partners with our system and workflow
- Review new partner applications, follow-up to ensure efficient onboarding, and conduct our screening process
- Follow up with ongoing deals and assist in closing deals with partners
- Manage daily submissions to drive revenue by establishing, managing, and maintaining relationships with business partners
- Relentlessly improve knowledge of the industry and Fora's funding process
- Cover for Account Executives when out of the office
- Experience in sales or business development
- Demonstrate a solid sense of priority with a partner-first mentality
- Excellent verbal, written, and listening skills
- Self-starter with a desire to learn and grow, and a track record of success; drive for achievement
- Ability to work independently and multi-task without supervision
- Bachelor's Degree
- Comfortable in a team environment
- Proficient in Microsoft Office
- Knowledge in Salesforce/HubSpot/other lead gen tools is a plus
- Good work-life balance
- Medical, Dental, Vision Coverage
- 401K Match
- Life Insurance at No Cost to Employees
- Generous Time Off Plan Including Rollover Vacation Days
- Commuter Benefits
- Health Care and Dependent Care Flexible Spending
- Hybrid working model offering employees the option to work from home 2 days a week
We're an Equal Opportunity Employer at Fora Financial, and we're committed to creating a diverse and inclusive work environment.
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