Oversee and advance deals through each stage of the funding funnel, collaborating cross-functionally to eliminate bottlenecks, maintain momentum, and achieve daily funding and conversion targets with precision and speed.
Work and communicate with ISO sales reps and decision makers to fund opportunities.
Proactively reach out to ISO sales reps to attempt to win deals through exceptions to deal terms.
Service a portfolio of small and medium sized business (SMB) customer accounts, working with them effectively to establish payment plans when their business revenues fluctuate.
Use negotiation skills to establish a plan with our customers in default to bring them back into good standing.
Use empathy and judgment to understand what the customer’s business is going through, how it has affected their revenues, and develop a payment plan to work through it.
Forward Financing is a financial technology company based in Boston, Massachusetts unlocking capital for small businesses across America. Recognized as a Best Place to Work, they invest in their employees, technology, and customer experience.
Execute a performance-driven account management strategy.
Conduct market research and competitive analysis.
Forward Financing is a financial technology company based in Boston, Massachusetts. They are on a mission to unlock the capital that fuels small businesses across America and are recognized as a Best Place to Work by Built In Boston and certified as a Great Place To Work.
Experience selling Financial Services to small/large sized businesses
Develop relationships with customers and generate new business through pro-active targeted outbound calling
Consistently follow up on leads and maintain active pipeline daily
Kapitus is a reliable name in small business financing, acting as a direct lender and marketplace. They have a fast-paced culture and appreciate their teammates by offering great benefits, competitive pay and solid opportunity for growth.