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 Independent Sales Organization (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 ISO submission 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.
• Effectively communicate ISO performance data and identify growth opportunities.
• Establish and build relationships with ISO sales reps and decision makers.
• Provide excellent customer service to ISO brokers and resolve issues promptly.
• Collaborate with the underwriting team to drive profitable volume.
• Deliver impactful presentations to ISO brokers articulating value propositions.

Requirements

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

Benefits

• Mission driven company focused on financial opportunity for underserved small businesses.
• Flexibility in 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.
• Charitable donation match.