Account Executive, Direct Sales

Forward Financing is a financial technology company based in Boston, Massachusetts with team members throughout the United States, Dominican Republic, and Canada. The company is on a mission to unlock the capital that fuels small businesses across America. Recognized as a Best Place to Work by Built In Boston and certified as a Great Place To Work®, Forward is investing in its employees, technology, and customer experience – with long-term success in mind every step of the way.

We are seeking a highly motivated and results-oriented Direct Sales Representative to join our growing team. In this role, you will be responsible for selling small business funding approvals to warm leads provided by our Sales Development Representatives (SDRs). The ideal candidate will have excellent communication and negotiation skills, a strong work ethic, and a passion for building customer relationships, combined with a deep understanding of small business owners, their challenges, the industry, and the competitive landscape.

In this role you will:

• Receive and engage with warm leads generated by SDRs, focusing on converting them into funding submissions.

• Via phone, highlight the benefits of our small business funding approvals, specifically addressing their unique needs and challenges.

• Develop and maintain strong relationships with customers to ensure satisfaction and foster repeat business, acting as a trusted advisor.

• Negotiate and finalize funding agreements, ensuring all terms and conditions are met, while demonstrating an understanding of the small business financial environment.

• Achieve and exceed assigned sales quotas and performance metrics.

• Maintain accurate records of sales activities and customer interactions in our CRM system.

• Stay up-to-date on funding product knowledge, market trends, and competitive offerings within the small business financing industry.

• Collaborate closely with SDRs to optimize the lead conversion process and ensure seamless customer onboarding.

Why you should apply:

• Mission driven company: Forward is a trusted source of fast, flexible funding for small businesses that have often been underserved by traditional financing options. When you join the team, you will help ensure all small businesses have access to the financial support they need to succeed.

• Flexibility is a top priority: Our employees are empowered to choose where they want to work (whether that’s from home, in the office, or a combination of both) with flexible hours.

Requirements:

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

• 3+ years experience in a Direct Sales Representative or in a similar sales role, with a focus on 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.

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 financial technology company based in Boston, Massachusetts with team members throughout the United States, Dominican Republic, and Canada. The company is on a mission to unlock the capital that fuels small businesses across America. Whether facing challenges accessing traditional financing or simply needing a convenient, flexible solution, Forward is committed to funding more of the millions of small businesses nationwide. Forward offers revenue-based financing – delivering an upfront sum of working capital in exchange for a set amount of the business’s future revenue. By simplifying the requirements, streamlining the process, and using advanced proprietary technology, Forward is often able to deliver approvals within hours and funds that same day – giving more businesses the financial opportunity they need to thrive. Plus, with their dedicated teams and award-winning service, customers get personalized support when they need it most.

Since 2012, Forward has expanded access to capital by providing over $3.7 billion in funding to more than 75,000 small businesses. The company is A+ rated by the Better Business Bureau with an Excellent / 4.7 stars rating on Trustpilot.com. Recognized as a Best Place to Work by Built In Boston and certified as a Great Place To Work®, Forward is dedicated to empowering both its team and the customers they serve, helping them succeed and thrive.

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, paid parental leave, 401k match for US employees, wellness reimbursement, volunteering days, annual professional development budget, and charitable donation match.

Workplace flexibility is a top priority at Forward too. Our Employee Choice policy means that almost all of our employees get to decide where they 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! 

U.S. Equal Opportunity Employment Information

Forward Financing is proud to be an equal opportunity employer, and is committed to fostering a fair and inclusive culture built on a foundation of high performance and exceptional customer experience. With a laser focus on employee impact, we’re able to reduce biases and ensure the right people are in the right jobs to contribute to our mission. The varied perspectives of our people fuel innovation and make us a stronger team. By embracing what makes each of us unique, we create a supportive environment where people feel valued, accepted, and empowered to thrive.

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