Account Manager II - Remote

Overview

As an Account Manager II, you will be in a portfolio sales role, selling Forward Financing’s value proposition to existing ISO brokers in your book of business with the goal of retaining and growing profitable revenue for our organization.

In Short

• Strategize and execute plans to grow a portfolio of Independent Sales Organization’s (ISO) sub and funding volume.
• Develop a deep understanding of each ISO broker, their business model, objectives, and motivators.
• Analyze performance data to understand ISO broker insights, trends, threats, and opportunities to inform strategies.
• Effectively communicate ISO performance data, achieve ISO broker buy in, and identify growth opportunities.
• Establish and build relationships with ISO sales reps and decision makers to organically drive performance.
• Provide excellent customer service to your ISO brokers; 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.
• Deliver impactful presentations to ISO brokers with confidence and the ability to clearly articulate value propositions and competitive advantages.

Requirements

• Bachelor’s degree required.
• 2+ years of experience in an account management or related role (relationship management, client management, sales).
• Strong customer service skills and ability to successfully manage difficult conversations and objections.
• Strong organizational skills to manage multiple ISO relationships simultaneously.
• Willingness and ability to travel to New York based ISO broker locations as needed.

Benefits

• Mission driven company: Forward is a trusted source of fast, flexible funding for small businesses that have often been underserved by traditional financing options.
• 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.