[Remote] Funding Specialist at Forward Financing

United States

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Not SpecifiedCompensation

Entry Level & New Grad, Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Technology, FinTech, Small Business FinancingIndustries

Requirements

Bachelor’s degree preferred
2+ years of experience in a sales, deal desk, or related role
Experience handling a high volume of inbound and outbound calls, emails, texts and chats
Experience with a high volume of short sales cycle deal management
Experience being held to task volume and response time metrics
Excellent verbal and written communication skills
Proactive, with excellent time management, organizational, and prioritization skills
Top notch phone etiquette - working with internal and external partners
Strong customer service skills and ability to successfully manage difficult conversations and objections
Customer-focused mindset
Strong organizational and communication skills
Ability to manage a large and fast-moving sales cycle
Analytical skills
Capable of working in a fast-paced environment to achieve monthly sales goals

Responsibilities

Oversee and advance deals through each stage of the funding funnel, collaborating cross-functionally to eliminate bottlenecks, maintain momentum, and achieve daily funding and conversion targets with precision and speed
Work and communicate with ISO sales reps and decision makers to fund opportunities
Proactively reach out to ISO sales reps to attempt to win deals through exceptions to deal terms
Provide excellent customer service to our 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
Manage the flow of deal requirements and help to keep the sales pipeline moving along in a timely manner
Problem-solve with internal teams to figure out opportunities for process improvement
Act with urgency to ensure timely responses to requests both internally and externally

Skills

Key technologies and capabilities for this role

salescustomer servicecommunicationorganizationdeal managementfunnel managementcross-functional collaborationunderwriting coordinationISO managementanalytical skills

Questions & Answers

Common questions about this position

Is this position remote?

Yes, this is a fully remote position with team members throughout the United States, Dominican Republic, and Canada, and flexibility to work from home, in the office, or a combination.

What skills are required for the Funding Specialist role?

The role requires a customer-focused mindset, strong organizational and communication skills, the ability to manage a large and fast-moving sales cycle, proactivity, analytical skills, and experience in a fast-paced environment.

What is the salary or compensation for this role?

This information is not specified in the job description.

What is the company culture like at Forward Financing?

Forward Financing is a mission-driven company recognized as a Best Place to Work by Built In Boston and certified as a Great Place To Work, emphasizing investment in employees, technology, customer experience, flexibility, and a focus on reputation, transparency, speed, and people.

What experience is needed to apply for this role?

A Bachelor’s degree is preferred along with 2+ years of experience in a sales, deal desk, or related role, and experience handling a high volume of inbound work; however, candidates who don’t meet every requirement but see themselves contributing are encouraged to apply.

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

Benefits

Health Insurance

Dental Insurance

Vision Insurance

401(k) Company Match

401(k) Retirement Plan

Unlimited Paid Time Off

Paid Parental Leave

Wellness Program

Professional Development Budget

Flexible Work Hours

Remote Work Options

Risks

New fintech startups in Boston may challenge Forward Financing's market share.

CEO Jason Mullins' strategic shifts could disrupt operations or alienate clients.

Expansion of $450 million credit facility may increase financial risk if not managed well.

Differentiation

Forward Financing offers fast, flexible funding with approvals within minutes.

The company has provided over $1.9 billion to 45,000 small businesses since 2012.

Forward Financing is A+ rated by the Better Business Bureau and has a 4.9-star Trustpilot rating.

Upsides

Increased demand for alternative lending boosts Forward Financing's market potential.

AI and machine learning enhance Forward Financing's risk assessment and underwriting processes.

Digital-first financial services trend aligns with Forward Financing's online application model.

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