Account Manager II

Ontario, Canada

Apply with AI Apply

Not SpecifiedCompensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Technology, Financial ServicesIndustries

Requirements

Candidates must possess a Bachelor's degree and have at least 2 years of experience in account management, relationship management, or sales. Strong customer service, organizational skills, and the ability to manage multiple relationships are essential. Willingness to travel to New York based ISO broker locations is also required.

Responsibilities

The Account Manager II will manage a portfolio of existing Independent Sales Organization (ISO) brokers, aiming to retain and grow profitable revenue by selling Forward Financing's value proposition. This includes strategizing and executing plans to increase submission and funding volume, understanding ISO broker business models and motivators, analyzing performance data, and building relationships with key contacts. The role involves providing excellent customer service, resolving issues, collaborating with the underwriting team, and delivering impactful presentations to articulate value propositions.

Skills

Sales

Relationship Building

Data Analysis

Customer Service

Portfolio Management

Business Development

Financial Technology

Small Business Financing

Forward Financing

Provides fast funding solutions for small businesses

About Forward Financing

Forward Financing offers fast and flexible funding solutions to small businesses in the United States, focusing on those who may not qualify for traditional bank loans. Their main product is a merchant cash advance, which provides a lump sum of cash in exchange for a percentage of future sales, allowing for quick funding often within 24 hours. Unlike traditional lenders, Forward Financing operates in the alternative lending space, providing a more accessible application process, though at higher fees due to the increased risk. The company's goal is to support small business growth by offering reliable funding while adhering to high ethical standards.

Boston, MassachusettsHeadquarters

2012Year Founded

$365MTotal Funding

DEBTCompany Stage

Fintech, Financial ServicesIndustries

201-500Employees