Forward Financing · 2 weeks ago
Channel Account Manager I
United States
Full-time
Remote
Entry, Mid Level
3+ years expForward Financing is a financial technology company based in Boston, Massachusetts, dedicated to unlocking capital for small businesses across America. The Inside Channel Account Manager will manage a portfolio of ISOs, driving revenue growth through strategic sales initiatives, market analysis, and cross-functional collaboration.
FinanceFinancial ServicesFinTech
Responsibilities
Portfolio Profitability & Revenue Growth: You will be held accountable for exceeding all key performance targets, including revenue, profitability, and funding volume. This involves managing the entire sales funnel for a high volume of accounts, identifying high-growth opportunities within the small ISO segment, and making data-driven decisions to grow your book across sales verticals while ensuring ISOs remain compliant with legal standards and regulations
Strategic Negotiation & Process Optimization: Execute a high-volume, performance-driven account management strategy, leveraging virtual communication (phone, email, video conference) to manage partnerships efficiently. Systematically analyze ISO operating models to identify process bottlenecks and negotiate contract terms that streamline internal workflows, drive swift adoption of new company initiatives, and maximize portfolio profitability through rigorous process adherence and optimization
Conduct Actionable Market Analysis: Conduct and report on market research and competitive analysis with one goal in mind: identifying new revenue opportunities and threats within the small ISO market segment. This includes identifying and prioritizing ISOs that demonstrate high potential for partnership and growth based on factors such as current volume, market reputation, and alignment with our target customer profile
Sales Enablement and Support: Conduct regular remote sales training sessions and webinars for ISOs to enhance their product knowledge, sales skills, and understanding of the company's value proposition. This includes providing sales tools, marketing collateral, product updates, and pitching them on all of the benefits Forward Financing has to offer (i.e., API capabilities)
Cross-Functional Collaboration: Ensure seamless ISO operations by collaborating with internal teams as needed to maintain ISO compliance, implement growth initiatives, and coordinate with operational teams
Qualification
Required
1+ years in channel sales management, regional sales, or business development, preferably in revenue-based financing or financial services
3+ years in a quota carrying sales role
A documented track record of not just managing a book of business, but measurably growing its revenue and profitability
Exceptional interpersonal and communication skills to build rapport and trust with diverse channel sales teams
Strong phone presence and comfort leading video conferencing sessions
Ability to develop and execute strategic plans, analyze market data, understand funnel metrics and identify growth opportunities
Demonstrated ability to negotiate, influence, and motivate external partners remotely
Must be able to manage accounts effectively remotely
Benefits
Medical
Dental
Vision
Commuter benefits
A 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