Channel Onboarding Specialist jobs in United States
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Forward Financing · 23 hours ago

Channel Onboarding Specialist

positionUnited States
timeFull-time
remoteRemote
seniorityEntry Level
money$30.77/hr - $36.06/hr
date2+ years exp

Forward Financing is a financial technology company based in Boston, Massachusetts, dedicated to unlocking capital for small businesses across America. The Channel Onboarding Specialist will manage the end-to-end onboarding process for new ISO partners, ensuring compliance and a smooth transition while maintaining comprehensive reporting throughout the onboarding process.

FinanceFinancial ServicesFinTech
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Growth Opportunities

Responsibilities

Partner with compliance to manage the compliance check process for all new ISOs, ensuring required documentation and background checks are completed accurately and in a timely manner
Oversee the contract management process, including the distribution, collection, and filing of all partner agreements
Facilitate IDV (Identity Verification) processes to verify partner banking information and ensure secure transactions
Establish an initial relationship and cadence with welcome emails, follow-up reminders, and key onboarding milestones
Maintain comprehensive reporting to track the progress of each partner’s onboarding process in order to streamline the process and overall experience
Maintain a high-level understanding and ability to articulate Forward's product offerings and processes

Qualification

Customer facing experienceContract managementCompliance managementSalesforceHubspotHighly organizedTask managementCommunicationDetail-orientedIndependent work

Required

2+ years of experience in an administrative role
1+ year in customer facing role
Proficient in grasping and articulating business processes and operations
Highly organized and detail-oriented
Strong task management and administrative skills
Excellent communication skills
Ability to work independently and manage multiple priorities
Proficient in using Gmail, Salesforce, Hubspot (a plus)

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

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Glassdoor4.6
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Forward Financing is a fintech company that provides fast, flexible working capital to small businesses nationwide.
dateFounded in 2012
location
Boston, Massachusetts, USA
people-size501-1000 employees
web-link
https://www.forwardfinancing.com/

Funding

Current Stage
Late Stage
Total Funding
$540M
2024-09-19Debt Financing· $200M
2021-06-07Debt Financing· $250M
2019-04-08Debt Financing· $90M

Leadership Team

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Jason Mullins
President & Chief Executive Officer
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Justin Bakes
Co-founder & Executive Chairman
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Recent News

PR Newswire
Forward Financing Announces Inaugural $170 Million Asset-Backed Securitization to Support Small Businesses Nationwide
2025-12-11
Built In
Forward Financing Hires Chief Marketing and Customer Officer
2025-10-16
Built In
Forward Financing Appoints New Chief Revenue Officer
2025-07-12
Company data provided by crunchbase