Channel Onboarding Specialist

Forward Financing•Boston, MA

3d•$31 - $36•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 organized and detail-oriented Channel Onboarding Specialist to manage the end-to-end onboarding process for our new ISO (Independent Sales Organization) partners. This role is crucial for ensuring a smooth and efficient transition for ISOs, setting them up for success, and maintaining compliance with all necessary regulations.

Requirements

2+ years of experience in an administrative role.
1+ year in customer facing role.
Proficient in grasping and articulating business processes and operations.
Highly organized and detail-oriented.
Strong task management and administrative skills.
Excellent communication skills.
Ability to work independently and manage multiple priorities.
Proficient in using Gmail, Salesforce, Hubspot (a plus).

Responsibilities

Partner with compliance to manage the compliance check process for all new ISOs, ensuring required documentation and background checks are completed accurately and in a timely manner.
Oversee the contract management process, including the distribution, collection, and filing of all partner agreements.
Facilitate IDV (Identity Verification) processes to verify partner banking information and ensure secure transactions.
Establish an initial relationship and cadence with welcome emails, follow-up reminders, and key onboarding milestones.
Maintain comprehensive reporting to track the progress of each partner’s onboarding process in order to streamline the process and overall experience.
Maintain a high-level understanding and ability to articulate Forward's product offerings and processes.