Forward Financing

In a portfolio sales role, you will sell Forward Financing’s value proposition to existing Independent Sales Organization (ISO) brokers to retain and grow profitable revenue. You’ll learn the small business financing sector and what sets Forward Financing apart: reputation, transparency, speed, and our people. The ideal candidate should be customer-focused, organized, and able to build lasting relationships.

As a Business Development Representative, you will develop relationships with prospective clients and maintain effective relationships with existing customers. You'll generate new business through outbound calls, emails, and other resources, understanding Forward Financing's industry, clients, processes, and culture. Reporting to the Customer Engagement Manager, you'll collaborate daily with Sales, Marketing, and Operations.

In this role, you will sell small business funding approvals to warm leads provided by SDRs. You'll engage with leads by phone, highlighting the benefits of funding approvals and addressing their unique needs. Building strong customer relationships, negotiating funding agreements, and staying updated on market trends are key aspects of the role. Achieving sales quotas and collaborating with SDRs are also crucial.

In this role, you will work with small and medium businesses to understand their needs and analyze their business to help them identify and secure the right financial product. You will manage a portfolio of businesses, hunt dormant accounts, analyze business profiles, leverage data, and own the sales process. Diligently balance your activity in a fast-paced environment to crush monthly quotas.

You will help push deals across the finish line by quickly learning our industry and process, being the point person to keep the wheels of the group moving, and collaborating closely with Account Managers to make sure we have all required sales documents to complete a deal.