[Remote] Account Executive, Direct Sales

Note: The job is a remote job and is open to candidates in USA. Forward Financing is a financial technology company based in Boston, Massachusetts, dedicated to unlocking capital for small businesses across America. As an Account Executive in Direct Sales, you will be responsible for selling small business funding approvals, managing a pipeline of leads, and building strong customer relationships to ensure satisfaction and successful negotiations.

Responsibilities

• Proactively prospect leads to independently generate and manage a pipeline of funding approvals
• Via email, text and phone, effectively communicate the benefits of our small business funding, tailoring the conversation to address each customer's unique needs and challenges
• Develop and maintain strong relationships with customers to ensure satisfaction and product knowledge, acting as a trusted advisor
• Negotiate and finalize funding agreements, ensuring all terms and conditions are met
• Demonstrate a solid understanding of the small business financial environment
• Stay up-to-date on funding product knowledge, market trends, and competitive offerings within the small business financing industry

Skills

• 1+ years experience in a Direct Sales Representative or in a similar sales role, with a focus on prospecting and closing sales
• Demonstrated track record of achieving sales targets
• Strong understanding of small business operations, challenges, and financial needs
• Familiarity with the small business financing industry and competitive landscape
• Excellent interpersonal and communication skills, both written and verbal
• Strong negotiation and persuasion abilities
• Able to juggle multiple conversations, stay organized, and follow process
• Comfortable using tools like Dialpad / SMS Magic, Salesforce, Tableau
• Experience in a high-growth company setting
• Familiarity with the latest Sales training methodologies + technologies
• Knowledge of regulatory requirements and compliance in financial services
• Ability to work independently and as part of a collaborative sales team

Benefits

• Medical
• Dental
• Vision
• Commuter benefits
• Flexible time-off policy
• Paid parental leave
• 401k match for US employees
• Wellness reimbursement
• Volunteering days
• Annual professional development budget
• Charitable donation match

Company Overview