Account Executive, Direct Sales

Forward Financing•Boston, MA

22h•$55,000 - $65,000•Remote

About The Position

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. We are seeking a highly motivated and results-oriented Account Executive, Direct Sales to join our growing team. In this role, you will be responsible for selling small business funding approvals to warm leads provided by our Sales Development Representatives (SDRs). The ideal candidate will have excellent communication and negotiation skills, a strong work ethic, and a passion for building customer relationships, combined with a deep understanding of small business owners, their challenges, the industry, and the competitive landscape. In this role you will: Proactively prospect leads to independently generate and manage a pipeline of funding approvals. Via email, text and phone, effectively communicate the benefits of our small business funding, tailoring the conversation to address each customer's unique needs and challenges. Develop and maintain strong relationships with customers to ensure satisfaction and product knowledge, acting as a trusted advisor. Negotiate and finalize funding agreements, ensuring all terms and conditions are met. Demonstrate a solid understanding of the small business financial environment. Stay up-to-date on funding product knowledge, market trends, and competitive offerings within the small business financing industry. 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

2+ years experience in a Direct Sales Representative or in a similar sales role, with a focus on prospecting and closing sales.
Demonstrated track record of achieving sales targets.
Strong understanding of small business operations, challenges, and financial needs.
Familiarity with the small business financing industry and competitive landscape.
Excellent interpersonal and communication skills, both written and verbal.
Strong negotiation and persuasion abilities.
Able to juggle multiple conversations, stay organized, and follow process.
Collaborate closely with Sr Manager, Direct Sales, Marketing, and Product for funnel improvements.
Comfortable using tools like Dialpad / SMS Magic, Salesforce, Tableau.

Nice To Haves

Experience in a high-growth company setting.
Familiarity with the latest Sales training methodologies + technologies.
Knowledge of regulatory requirements and compliance in financial services.
Ability to work independently and as part of a collaborative sales team.

Responsibilities

Proactively prospect leads to independently generate and manage a pipeline of funding approvals.
Via email, text and phone, effectively communicate the benefits of our small business funding, tailoring the conversation to address each customer's unique needs and challenges.
Develop and maintain strong relationships with customers to ensure satisfaction and product knowledge, acting as a trusted advisor.
Negotiate and finalize funding agreements, ensuring all terms and conditions are met.
Demonstrate a solid understanding of the small business financial environment.
Stay up-to-date on funding product knowledge, market trends, and competitive offerings within the small business financing industry.