Full-Time

Account Manager II

Posted on 4/23/2024

Forward Financing

201-500 employees

Provides revenue-based financing to small businesses

Financial Services

Mid

Remote in USA

Required Skills

Sales

Management

Customer Service

Requirements

Bachelor’s degree required.
2-3 years of experience in an account management or related role (relationship management, client management, sales).
Strong customer service skills and ability to successfully manage difficult conversations and objections.
Excellent organizational and time management skills.

Responsibilities

Proactively manage a portfolio of ~10 onboarded ISO partners, with the objective of increasing profitability.
Develop a deep understanding of each ISO partner, their business model, objectives and motivators.
Analyze performance data to understand ISO partner trends, threats + opportunities.
Effectively communicate ISO performance data, achieve ISO partner buy in and identify growth opportunities.
Establish and build relationships with ISO reps and decision makers to organically drive performance.
Work with your ISO partners to help them understand the value that Forward Financing can provide to their small business customers on a daily basis; focusing on providing speed + flexible access to capital when small businesses need it most.
Provide excellent customer service to your ISO partners; taking responsibility to resolve issues and build trust while creating a sense of urgency in a fast-paced, transactional sales environment.
Effectively collaborate with the underwriting team to drive profitable volume.
Demonstrated ability to confidently and effectively present ideas, solutions, and reports to ISO reps + Executives.

Headquartered in Boston, Forward Financing has been recognized as a Best Place to Work by the Boston Business Journal and Built In Boston and is certified as a Great Place to Work.® At Forward, we believe every business deserves financial opportunity. That’s why we provide fast, flexible capital to small businesses that have often been underserved by traditional financing options. Our mission is to build a world-class fintech company so our customers and people can reach their full potential. We’re investing in our employees, technology, and customer experience – with long-term success in mind every step of the way.

As an Account Manager II, you will be in an inbound sales role, selling Forward Financing’s value proposition to existing ISO partners with the goal of driving profitable revenue for our organization. Our ISO partners connect us with the small businesses seeking working capital. You will learn the in’s and out’s of the small business financing sector, and what sets Forward Financing apart: reputation, transparency, speed, and most importantly, our people.

The ideal candidate should possess a customer-focused mindset, strong organizational skills, and the ability to build and maintain lasting relationships. They should be proactive, analytical, and capable of working in a fast-paced environment to achieve monthly sales goals.

In this role you will:

Proactively manage a portfolio of ~10 onboarded ISO partners, with the objective of increasing profitability.
Develop a deep understanding of each ISO partner, their business model, objectives and motivators.
Analyze performance data to understand ISO partner trends, threats + opportunities.
Effectively communicate ISO performance data, achieve ISO partner buy in and identify growth opportunities.
Establish and build relationships with ISO reps and decision makers to organically drive performance.
Work with your ISO partners to help them understand the value that Forward Financing can provide to their small business customers on a daily basis; focusing on providing speed + flexible access to capital when small businesses need it most.
Provide excellent customer service to your ISO partners; taking responsibility to resolve issues and build trust while creating a sense of urgency in a fast-paced, transactional sales environment.
Effectively collaborate with the underwriting team to drive profitable volume.
Demonstrated ability to confidently and effectively present ideas, solutions, and reports to ISO reps + Executives.

Requirements:

(Even if you don’t check every box, but see yourself contributing, please apply.)

Bachelor’s degree required.
2-3 years of experience in an account management or related role (relationship management, client management, sales).
Strong customer service skills and ability to successfully manage difficult conversations and objections.
Excellent organizational and time management skills.

#LI-MH1 #LI-Remote

Forward Financing Core Values:

Drive the Mission - We believe in financial opportunity for underserved small businesses. We say “yes” when others say “no.”
Keep It Real - We value direct communication, candid feedback, and authenticity. We are an open book.
Act With Kindness - We create an environment where caring is cool and helping is the norm. We do the right thing.
Shoot for Extraordinary - We are inspired by innovative thinking and continuous improvement. We never settle for yesterday’s best.

About Us:

Forward Financing is a fintech company headquartered in Boston that provides fast, flexible, and reliable capital to small businesses nationwide. Since 2012, Forward has provided over $2.6 billion in financing to more than 58,000 small businesses. Forward has been consistently named by the Boston Business Journal and Built In Boston (and more!) as one of the best places to work in Massachusetts.

Forward actively promotes a focus on diversity, equity, and inclusion in all we do. We encourage a workplace where trust and respect are paramount and all employees feel valued, heard, and accepted. By accepting diversity of thought, background, and identity, we will continue to become a stronger team and a better organization.

Our diverse and driven group of 450 people, with more than 200 based in the U.S., and 240 internationally, is a 100% employee-owned company. Our employees come to work (or log on virtually!) knowing they are helping thousands of small businesses while advancing their own careers. If this sounds exciting to you, learn more about our leadership team and our open opportunities.

Perks & Benefits:

At Forward, our team members are at the heart of our company, and we are committed to taking care of them as people, not just employees. We offer a comprehensive benefits package including but not limited to: medical, dental, vision, and commuter benefits, a flexible time-off policy, 401k match, wellness reimbursement, paid volunteering days, annual professional development budget, and charitable donation match.

At Forward, employee choice means each individual gets to decide where they work. Almost all team members have the choice of where to live and where to work. As a business, we are focused on impact; we are more concerned with your contributions to the success of the company than where you get your work done. If face-to-face time is desired, people managers are empowered to find a cadence that works for their team.

When we aren’t collaborating to drive business and support our customers, we’re finding virtual and in-person ways to get to know our colleagues, celebrate team wins, and have fun together!

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Forward Financing

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Forward Financing specializes in offering fast and flexible capital solutions to small businesses, a crucial player in driving economic growth. The company employs advanced proprietary technology to streamline the funding process, ensuring quick approvals and efficient service that has already helped over 47,000 businesses. With a focus on expanding access to capital for Main Street businesses, this organization stands out as a leader in revenue-based financing, creating a supportive and dynamic work environment that empowers its employees and the broader community.

Company Stage

N/A

Total Funding

$365M

Headquarters

Boston, Massachusetts

Founded

2012

Growth & Insights

Headcount

6 month growth

↑ 6%

1 year growth

↑ 8%

2 year growth

↑ 20%