Forward Financing

Account Executive – Direct Sales

Forward Financing

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $55,000 - $65,000 per year

Job Level

Tech Stack

About the role

  • 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

  • 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
  • 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
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