Business Development Representative

About Forward Financing

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.

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

Role Overview

As a Business Development Representative (BDR) you will be hands-on to develop relationships with prospective clients and maintain effective relationships with existing customers. You will be responsible for generating new business through outbound calls, emails, and other resources. This will require learning about our industry, clients, other internal processes, and culture at Forward Financing. You will report to the Customer Engagement Manager in our Boston office while collaborating daily with Sales, Marketing, Operations and other leaders across Forward Financing both in our Santiago and Boston office, providing gold standard support.

Responsibilities

• Engage with prospective clients that are part of our Renewals portfolio to generate new business.
• Maintain, cultivate, increase deals and relationships into actual submissions.
• Reach your weekly targets, maintaining organized traceability of all your communications.
• Provide prompt and anticipated responses to our clients.
• Deploy strategies focused on providing world-class service to our clients, addressing their requests, needs, and problems until resolution.
• Monitor and provide actionable insights to management based on engagement metrics and client feedback.
• Be the strongest brand ambassador of our culture

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

• Bachelor’s degree.
• 1+ years of experience in sales or business development roles.
• Demonstrated success in setting and hitting goals.
• Client-focused, service-oriented, relationship builder.
• Excellent written and verbal communication skills.
• Experience with CRM software.

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

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.

Employment Details

• Location Type: Remote
• Employment Type: FullTime