Forward Financing · 4 days ago
Account Executive, Direct Sales
United States
Full-time
Remote
Entry, Mid Level
$55K/yr - $65K/yr
2+ years expForward Financing is a financial technology company based in Boston, Massachusetts, dedicated to unlocking capital for small businesses across America. The Account Executive, Direct Sales will be responsible for selling small business funding approvals and developing strong customer relationships to ensure satisfaction and product knowledge.
FinanceFinancial ServicesFinTech
Responsibilities
Proactively prospect leads to independently generate and manage a pipeline of funding approvals
Via email, text and phone, effectively communicate the benefits of our small business funding, tailoring the conversation to address each customer's unique needs and challenges
Develop and maintain strong relationships with customers to ensure satisfaction and product knowledge, acting as a trusted advisor
Negotiate and finalize funding agreements, ensuring all terms and conditions are met
Demonstrate a solid understanding of the small business financial environment
Stay up-to-date on funding product knowledge, market trends, and competitive offerings within the small business financing industry
Qualification
Required
2+ years experience in a Direct Sales Representative or in a similar sales role, with a focus on prospecting and closing sales
Demonstrated track record of achieving sales targets
Strong understanding of small business operations, challenges, and financial needs
Familiarity with the small business financing industry and competitive landscape
Excellent interpersonal and communication skills, both written and verbal
Strong negotiation and persuasion abilities
Able to juggle multiple conversations, stay organized, and follow process
Collaborate closely with Sr Manager, Direct Sales, Marketing, and Product for funnel improvements
Comfortable using tools like Dialpad / SMS Magic, Salesforce, Tableau
Preferred
Experience in a high-growth company setting
Familiarity with the latest Sales training methodologies + technologies
Knowledge of regulatory requirements and compliance in financial services
Ability to work independently and as part of a collaborative sales team
Benefits
Medical
Dental
Vision
Commuter benefits
Flexible time-off policy
Paid parental leave
401k match for US employees
Wellness reimbursement
Volunteering days
Annual professional development budget
Charitable donation match
Company
Forward Financing
Forward Financing is a fintech company that provides fast, flexible working capital to small businesses nationwide.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
$540M2024-09-19Debt Financing· $200M
2021-06-07Debt Financing· $250M
2019-04-08Debt Financing· $90M
Leadership Team
Jason Mullins
President & Chief Executive Officer
Justin Bakes
Co-founder & Executive Chairman
Recent News
Company data provided by crunchbase