Funding Specialist

Forward Financing • Boston, MA

22h • $33 - $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. As a Funding Specialist, you will help push deals across the finish line by quickly learning our industry and process. You will be the point person to keep the wheels of the group moving. You will work with our Channel partners, ISOs, who connect us with the small businesses seeking working capital. You will learn the ins and outs of the small business financing sector, and what sets Forward Financing apart: reputation, transparency, speed, and most importantly, our people. The ideal candidate should possess a customer-focused mindset, strong organizational and communication skills, and the ability to manage a large and fast-moving sales cycle. They should be proactive, analytical, and capable of working in a fast-paced environment to achieve monthly sales goals.

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.

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.

Benefits

• medical, dental, vision, commuter benefits, a flexible time-off policy, paid parental leave, 401k match for US employees, wellness reimbursement, volunteering days, annual professional development budget, and charitable donation match

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 251-500 employees