Account Executive II

Employment Type: Full-Time Location Type: Remote Salary: [Salary information not provided]

Position Overview

Forward Financing is a Boston-based financial technology company with an operational hub in the Dominican Republic, dedicated to unlocking capital for small businesses across America. We are recognized as a Best Place to Work by Built In Boston and certified as a Great Place To Work®. We believe every business deserves financial opportunity and provide fast, flexible capital to small businesses often underserved by traditional financing. Our mission is to build a world-class fintech company where both our customers and people can reach their full potential. We are committed to investing in our employees, technology, and customer experience for long-term success.

As an Account Executive II, you will work with small and medium businesses to understand their needs, analyze their business operations, and help them identify and secure the right financial product. You will report to a Sales Manager and collaborate closely with underwriting and other Account Executives.

Responsibilities

• Proactively manage a portfolio of small and medium businesses currently working with Forward Financing, focusing on relationship growth and providing solutions for additional capital.
• Identify and re-engage dormant businesses that no longer work with Forward Financing to win back their business.
• Analyze business profiles and financial history to advise clients on the suitability of Forward Financing products for their needs and financial circumstances.
• Leverage data and reporting to optimize daily activities and maximize opportunities.
• Own the sales process from submission through closing to meet monthly quotas.
• Diligently manage activities in a fast-paced environment.

Why You Should Apply

• Mission-Driven Company: Forward is a trusted source of fast, flexible funding for small businesses that are often underserved by traditional financing. You will play a crucial role in ensuring small businesses have the financial support they need to succeed.
• Flexibility: We prioritize flexibility, empowering our employees to choose their work environment (remote, office, or hybrid) and offering flexible hours.

Role Requirements

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

• Bachelor’s degree.
• Bilingual in Spanish and English.
• 3+ years of experience in a sales-oriented role.
• Demonstrated success in setting and achieving goals.

Forward Financing Core Values

• Drive the Mission: Believe in financial opportunity for underserved small businesses. Say “yes” when others say “no.”
• Keep It Real: Value direct communication, candid feedback, and authenticity. Operate as an open book.
• Act with Kindness: Create an environment where caring is cool and helping is the norm. Do the right thing.
• Shoot for Extraordinary: Be inspired by innovative thinking and continuous improvement. Never settle for yesterday’s best.

About Us

Forward Financing is a financial technology company headquartered in Boston, Massachusetts, with an operational hub in Santiago, Dominican Republic. Our mission is to unlock the capital that fuels small businesses across America. Whether a business faces challenges accessing traditional financing or simply needs a convenient, flexible solution, Forward is committed to funding more of the millions of small businesses nationwide. Forward offers revenue-based financing, providing an upfront sum of working capital in exchange for a set amount of the business’s future revenue. We simplify requirements and streamline the process.