Fora Financial

Account Executive

• Manage inbound leads (no cold calling), qualify, and conduct due diligence on potential partners who want to onboard
• Identify clients with a strong fit and pursue via research and creative outreach
• Onboard and train new partners with our system and workflow
• Review new partner applications, follow-up to ensure that all new partners are on-boarded efficiently and conduct our screening process
• Follow up with on-going deals and assist in closing deals with partners
• Manage daily submissions to drive revenue by establishing, managing, and maintaining a relationship with business partners
• Relentlessly improve your knowledge of the industry and Fora’s funding process

Business Development Account Executive

Account Manager

• Acquire new strategic & referral partners and their clients by closing Junior Debt facilities ranging from $100k to $3m+
• Identify & forge new partnerships & alliances; pursue via in person events, research, A/B testing, & creative outreach
• Manage inbound prospective partnership requests, qualify and conduct due diligence
• Engage actively in industry events, conferences and forums to strengthen Fora’s reach & brand
• Maintain and expand existing relationships across Fora's partner network
• Work directly with Fora’s leaders to evolve Fora’s capital product offerings & business processes
• Collaborate with UW, Marketing & Customer Success to execute strategic business initiatives

Business Development Account Executive

Strategic Partnerships Manager

Business Development Account Executive