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Forward Financing

Sales Development Representative

Forward Financing

Sales Development Representative handling financing applications for small businesses. Engaging with prospects to convert leads into submissions in a remote setting.

Posted 5/20/2026full-timeRemote • 🇺🇸 United StatesJunior💰 $50,000 - $60,000 per yearWebsite

Tech Stack

Tools & technologies
Tableau

About the role

Key responsibilities & impact
  • Speak with business owners to assess goals, address questions, and present funding options as a solution to their business needs
  • Master a high-volume auto-dialer environment, maintaining the stamina to deliver high-quality pitches on the 100th call of the day as effectively as the 1st
  • Educate prospects on our product, the submission process, and the value proposition of our funding
  • Drive urgency and clear call-to-actions to maximize submission volume
  • Track lead activity, status, and outcomes in Salesforce
  • Collaborate closely with the Manager, Direct Sales, Marketing, and Product for funnel improvements

Requirements

What you’ll need
  • 1+ years in a sales, lead generation, or customer engagement role (high-volume environment a plus)
  • Relentless follow-up game
  • Great phone presence, fast typing, strong written communication
  • Comfortable using tools like Dialpad, Salesforce, and Tableau
  • Metric-driven mindset
  • Able to juggle multiple conversations, stay organized, and follow internal processes and guidelines
  • Background in application-based conversion flows (funding, insurance, etc.) preferred
  • Bilingual (Spanish) preferred

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
saleslead generationcustomer engagementapplication-based conversion flows
Soft Skills
great phone presencestrong written communicationorganizational skillsrelentless follow-upability to juggle multiple conversations