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Account Executive II - Boston Massachusetts
Company: Forward Financing
Location: Boston, Massachusetts
Posted On: 01/29/2025
Forward Financing is a Boston-based financial technology company with an operational hub in the Dominican Republic, providing fast, flexible working capital to US small businesses that have been underserved by traditional financing options. It is our mission to build a world-class fintech company so our customers and our people can reach their full potential. Forward 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. We're investing in our employees, technology, and customer experience - with long-term success in mind every step of the way.As an Account Executive II, you will work with small and medium businesses to understand their needs and analyze their business to help them identify and secure the right financial product for their business. You will report to a Sales Manager, and collaborate frequently with underwriting and other Account Executives.In this role you will: Proactively manage your portfolio of small and medium businesses that are actively working with Forward Financing, focusing on growing the relationships and providing solutions for additional capital. Hunt dormant businesses that no longer work with Forward Financing, in an effort to win their business back. Effectively analyze business profiles and financial history to advise them whether Forward Financing products suit their needs and financial circumstances. Leverage data and reporting to proactively attack your day and maximize your opportunities. Own the sales process from submission through closing in an effort to crush monthly quotas. Diligently balance your activity in a fast-paced environment.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.) 3+ years of experience in a sales-oriented role. Demonstrated success in setting and hitting goals.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.
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