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Account Manager II

extra parental leave
Remote: 
Full Remote
Experience: 
Mid-level (2-5 years)
Work from: 

Offer summary

Qualifications:

Bachelor's degree required., 2+ years in account management or related role., Strong customer service and organizational skills., Willingness to travel as needed..

Key responsabilities:

  • Grow a portfolio of ISO sub and funding volume.
  • Analyze performance data and communicate insights.

Forward Financing logo
Forward Financing Fintech: Finance + Technology Scaleup https://www.forwardfinancing.com/
201 - 500 Employees
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Job description

Headquartered in Boston, Forward Financing has been recognized as a Best Place to Work by the Boston Business Journal and Built In Boston and is certified as a Great Place to Work.® At Forward, we believe every business deserves financial opportunity. That’s why we provide fast, flexible capital to small businesses that have often been underserved by traditional financing options. Our mission is to build a world-class fintech company so our customers and people can reach their full potential. We’re investing in our employees, technology, and customer experience – with long-term success in mind every step of the way.

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. Our ISO brokers connect us with the small businesses seeking working capital. You will learn the ins and outs of the small business financing sector, and what sets Forward Financing apart: reputation, transparency, speed, and most importantly, our people. 

The ideal candidate should possess a customer-focused mindset, strong organizational skills, and the ability to build and maintain lasting relationships. They should be proactive, analytical, and capable of working in a fast-paced environment to achieve monthly sales goals.

In this role you will:
  • 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.
Why you should apply:
  • Mission driven company: Forward is a trusted source of fast, flexible funding for small businesses that have often been underserved by traditional financing options. When you join the team, you will help ensure all small businesses have access to the financial support they need to succeed.
  • 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.
Role Requirements:

(Even if you don’t check every box, but see yourself contributing, please apply.)

  • 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.
Forward Financing Core Values:
  • Drive the Mission - We believe in financial opportunity for underserved small businesses. We say “yes” when others say “no.”
  • Keep It Real - We value direct communication, candid feedback, and authenticity. We are an open book.
  • Act With Kindness - We create an environment where caring is cool and helping is the norm. We do the right thing.
  • Shoot for Extraordinary - We are inspired by innovative thinking and continuous improvement. We never settle for yesterday’s best.
About Us:

Forward Financing is a fintech company headquartered in Boston that provides fast, flexible, and reliable capital to small businesses nationwide. Since 2012, Forward has provided over $2.6 billion in financing to more than 58,000 small businesses. Forward has been consistently named by the Boston Business Journal and Built In Boston (and more!) as one of the best places to work in Massachusetts.

Forward actively promotes a focus on diversity, equity, and inclusion in all we do. We encourage a workplace where trust and respect are paramount and all employees feel valued, heard, and accepted. By accepting diversity of thought, background, and identity, we will continue to become a stronger team and a better organization.

Our diverse and driven group of 450 people, with more than 200 based in the U.S., and 240 internationally, is a 100% employee-owned company. Our employees come to work (or log on virtually!) knowing they are helping thousands of small businesses while advancing their own careers. If this sounds exciting to you, learn more about our leadership team and our open opportunities.

Perks & Benefits:

At Forward, our team members are at the heart of our company, and we are committed to taking care of them as people, not just employees. We offer a comprehensive benefits package including but not limited to: medical, dental, vision, and commuter benefits, a flexible time-off policy, 401k match, wellness reimbursement, paid volunteering days, annual professional development budget, and charitable donation match.

At Forward, employee choice means each individual gets to decide where they work. Almost all team members have the choice of where to live and where to work. As a business, we are focused on impact; we are more concerned with your contributions to the success of the company than where you get your work done. If face-to-face time is desired, people managers are empowered to find a cadence that works for their team. 

When we aren’t collaborating to drive business and support our customers, we’re finding virtual and in-person ways to get to know our colleagues, celebrate team wins, and have fun together! 

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Experience

Level of experience: Mid-level (2-5 years)
Industry :
Fintech: Finance + Technology
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Customer Service
  • Sales
  • Relationship Management
  • Organizational Skills
  • Analytical Skills
  • Collaboration
  • Proactivity
  • Communication
  • Problem Solving

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