Funding Specialist

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Forward Financing

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2012

💸 Finance

💳 Fintech

🤝 B2B

💰 $250M Debt Financing on 2021-05

Finance • Fintech • B2B

Forward Financing is a company that provides fast and flexible financing solutions for small businesses. They specialize in offering capital to small businesses that may struggle to secure funding from traditional financial institutions. With a simple application process, businesses can receive funding decisions within hours and may have funds transferred the same day. Their revenue-based financing model allows payments to adjust with the business's revenue. Forward Financing aims to provide clear and transparent terms, ensuring customer satisfaction and trust. They have been recognized for their excellent service and are rated highly by small business owners.

📋 Description

• Oversee and advance deals through each stage of the funding funnel. • Work and communicate with ISO sales reps and decision makers to fund opportunities. • Proactively reach out to ISO sales reps to attempt to win deals through exceptions to deal terms. • Provide excellent customer service to our ISO partners. • Effectively collaborate with the underwriting team to drive profitable volume. • Manage the flow of deal requirements and help to keep the sales pipeline moving. • Problem-solve with internal teams to figure out opportunities for process improvement. • Act with urgency to ensure timely responses to requests both internally and externally.

🎯 Requirements

• Bachelor’s degree preferred. • 2+ years of experience in a sales, deal desk, or related role. • Experience handling a high volume of inbound and outbound calls, emails, texts and chats. • Experience with a high volume of short sales cycle deal management. • Experience being held to task volume and response time metrics. • Excellent verbal and written communication skills. • Proactive, with excellent time management, organizational, and prioritization skills. • Top notch phone etiquette. • Strong customer service skills and ability to successfully manage difficult conversations and objections.

🏖️ Benefits

• Medical • Dental • Vision • Flexible time-off policy • Paid parental leave • RRSP match • Wellness reimbursement • Volunteering days • Annual professional development budget • Charitable donation match