Account Executive – Direct Sales

Forward Financing

Account Executive selling small business funding solutions remotely. Focus on generating leads and closing sales while building relationships with customers.

Posted 4/14/2026full-timeRemote • 🇺🇸 United StatesJunior💰 $55,000 - $65,000 per yearWebsite

Tech Stack

Tools & technologies

Tableau

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

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.

Benefits

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

salesprospectingclosing salesnegotiationpersuasion

Soft Skills

interpersonal skillscommunication skillsorganizational skills