Account Executive, Direct Sales - Remote

Overview

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.

In Short

• Receive and engage with warm leads generated by SDRs, focusing on converting them into funding submissions.
• Highlight the benefits of small business funding approvals via phone.
• Develop and maintain strong relationships with customers.
• Negotiate and finalize funding agreements.
• Achieve and exceed assigned sales quotas and performance metrics.
• Maintain accurate records of sales activities in CRM.
• Stay up-to-date on funding product knowledge and market trends.
• Collaborate closely with SDRs to optimize the lead conversion process.

Requirements

• 3+ years experience in a Direct Sales Representative or similar sales role.
• Demonstrated track record of achieving sales targets.
• Strong understanding of small business operations and financial needs.
• Excellent interpersonal and communication skills.
• Strong negotiation and persuasion abilities.
• Able to juggle multiple conversations and stay organized.
• Comfortable using tools like Dialpad, Salesforce, Tableau.

Benefits

• Mission-driven company focused on empowering small businesses.
• Flexibility in choosing work location and hours.
• Comprehensive benefits package including medical, dental, and vision.
• Flexible time-off policy and paid parental leave.
• 401k match for US employees and wellness reimbursement.
• Volunteering days and annual professional development budget.