Sales Development Representative

Forward Financing•Boston, MA

16h•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’re looking for a driven and persuasive Sales Development Representative (SDR) to own one of the most important parts of our revenue funnel: prospecting previously approved customers who did not move forward, and converting partially completed financing applications into full submissions. These are a blend of warm and cold leads - SMB owners who’ve started the process but haven’t crossed the finish line or reviewed a prior offer and didn't move forward. Your job is to pick up the conversation, uncover what’s holding them back, build urgency, and help them complete their revenue-based financing application. This role involves engaging in fast-paced conversations, addressing objections in real-time, and consistently driving measurable results through lead conversion. We are looking for an individual who is wanting to kick-start their career in a highly transactional, fast-paced sales environment.

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