Sales Specialist

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. Recognized as a Best Place to Work by Built In Boston and certified as a Great Place To Work®, Forward is committed to investing in its employees, technology, and customer experience for long-term success.

As a Sales Specialist, you will be responsible for generating leads for the Sales team by engaging with our existing portfolio. Your primary focus will be to generate new business through cold calls, emails, and other resources aimed at re-engaging past customers. You will report to the Manager of Customer Engagement.

Responsibilities

• Engage with prospective clients from our paid-in-full portfolio to generate new business.
• Generate all new business for the Paid in Full Sales Team.
• Maintain, cultivate, and increase deals and relationships, converting them into actual submissions.
• Reach or exceed weekly targets while maintaining organized traceability of all communications.
• Provide prompt and anticipated responses to clients.
• Deploy strategies focused on delivering world-class service, addressing client requests, needs, and problems until resolution.
• Monitor engagement metrics and provide actionable insights to management.
• Partner with organizational leaders to proactively identify issues and develop creative solutions to support business needs, which may include conducting surveys and analyzing trends, engagement metrics, and overall client feedback.
• Act as the strongest brand ambassador for our company culture.

About You

• Passionate: Possess a "can-do attitude," enthusiasm, and an optimistic, open, and objective approach towards others.
• Proactive: A self-starter who continually seeks additional responsibilities and is willing to go the distance to get things done, including working long hours when necessary.
• Emotional Intelligence: Exhibit a high degree of self-awareness and handle interpersonal relationships judiciously and empathetically.
• Problem-solving skills: Possess the ability to think critically and find creative solutions to challenges and objections encountered in sales.
• Aggressiveness: Move quickly and take a strong stand without being overly abrasive; demonstrate persistence, tenacity, and a willingness to go the distance.
• Negotiation Skills: Ability to negotiate terms and close deals by finding common ground and reaching mutually beneficial agreements.
• Adaptability: Flexible and able to adjust strategies to meet changing market conditions and customer needs in the evolving sales landscape.
• Resilience: Ability to handle rejection, overcome obstacles, and stay motivated during challenging times.
• Communication Skills: Excellent verbal and written communication skills for conveying product information, negotiating deals, and building rapport with customers.
• Persuasion: Ability to persuade and influence potential customers by highlighting the value proposition of our products or services.
• Coachable: Open to feedback and committed to continual professional improvement.

Requirements

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

• High school degree.
• 1+ year of prior or current experience in sales or business development roles.
• Client-focused, service-oriented, and a relationship builder.
• Good listening skills with the ability to understand situations from others' perspectives.
• Excellent written and verbal communication skills; comfortable communicating and networking.
• Previous work experience as a bilingual Sales Representative or in a similar role.
• Strong interpersonal and communication skills; ability to work assertively with a team and track progress.

Company Information

Forward Financing is a Boston-based financial technology company with an operational hub in the Dominican Republic. We are on a mission to unlock the capital that fuels small businesses across America. Forward Financing has been recognized as a Best Place to Work by Built In Boston and is certified as a Great Place To Work®. We are committed to investing in our employees, technology, and customer experience with long-term success in mind.