Sales Development Representative

Forward FinancingBoston, MA
$50,000 - $60,000Remote

About The Position

Forward Financing is seeking a driven and persuasive Sales Development Representative (SDR) to prospect previously approved customers who did not move forward and convert partially completed financing applications into full submissions. This role involves engaging with SMB owners who have started the process but not completed it, or reviewed a prior offer and didn't proceed. The SDR will pick up the conversation, uncover obstacles, build urgency, and guide them through completing their revenue-based financing application. This is a fast-paced, transactional sales environment ideal for someone looking to kick-start their career. The role requires engaging in rapid conversations, handling objections, and consistently driving measurable results through lead conversion.

Requirements

  • 1+ years in a sales, lead generation, or customer engagement role (high-volume environment a plus)
  • Relentless follow-up game
  • Great phone presence, fast typing, strong written communication
  • Comfortable using tools like Dialpad, Salesforce, and Tableau
  • Metric-driven mindset
  • Able to juggle multiple conversations, stay organized, and follow internal processes and guidelines

Nice To Haves

  • Background in application-based conversion flows (funding, insurance, etc.)
  • Bilingual (Spanish)

Responsibilities

  • Speak with business owners to assess goals, address questions, and present funding options as a solution to their business needs
  • Master a high-volume auto-dialer environment, maintaining the stamina to deliver high-quality pitches on the 100th call of the day as effectively as the 1st.
  • Educate prospects on our product, the submission process, and the value proposition of our funding
  • Drive urgency and clear call-to-actions to maximize submission volume
  • Track lead activity, status, and outcomes in Salesforce
  • Collaborate closely with the Manager, Direct Sales, Marketing, and Product for funnel improvements

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
  • charitable donation match
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