Account Executive II, Renewals

Forward Financing; Alberta; On-site; CAD 60,000 - 90,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Flexible time-off

Paid parental leave

RRSP match

Wellness reimbursement

Volunteering days

Annual professional development budget

Charitable donation match

Job summary

Forward Financing, a fintech company based in Boston with a remote-first culture, is seeking an Account Executive, Renewals to grow relationships with small and medium businesses. You will manage a portfolio, analyze financials, and drive the full sales cycle from approval to closing, with a focus on meeting monthly quotas.

Join a mission-driven team that values flexibility and strong performance, with compensation including a substantial variable component and comprehensive benefits.

Qualifications

• 3+ years of experience in a sales-closing role.
• Demonstrated success in setting and hitting goals.

Responsibilities

• Proactively manage your portfolio of small and medium businesses.
• Analyze business profiles and financial history to advise on Forward Financing products.
• Leverage data and reporting to maximize opportunities.
• Own the sales process from approval through closing to hit monthly quotas.
• Balance activity in a fast-paced environment.

Skills

Sales experience

Closing deals

Portfolio management

CRM proficiency

Tools

CRM software

Job description

Employment Type

Full time

Location Type

Remote

Department

Forward Financing is a financial technology company based in Boston, Massachusetts with team members throughout the United States, Dominican Republic, and Canada. The company is on a mission to unlock the capital that fuels small businesses across America. Recognized as a Best Place to Work by Built In Boston and certified as a Great Place To Work, Forward is investing in its employees, technology, and customer experience – with long-term success in mind every step of the way.

As an Account Executive, Renewals you will work with small and medium businesses to understand their needs and analyze their business to help them identify and secure the right financial product for their business. You will report to a Sales Manager, and collaborate frequently with underwriting and other Account Executives.

In this role you will:

Proactively manage your portfolio of small and medium businesses that are actively working with Forward Financing, focusing on growing the relationships and providing solutions for additional capital.

Effectively analyze business profiles and financial history to advise them whether Forward Financing products suit their needs and financial circumstances.

Leverage data and reporting to proactively attack your day and maximize your opportunities.

Own the sales process from approval through closing in an effort to crush monthly quotas.

Diligently balance your activity in a fast-paced environment.

Why you should apply:

Mission driven company: Forward is a trusted source of fast, flexible funding for small businesses that have often been underserved by traditional financing options. When you join the team, you will help ensure all small businesses have access to the financial support they need to succeed.

Flexibility is a top priority: Our employees are empowered to choose where they want to work (whether that’s from home, in the office, or a combination of both) with flexible hours.

Role Requirements:

3+ years of experience in a sales-closing role.

Demonstrated success in setting and hitting goals.

Compensation:

Monthly Variable: You have the potential to earn an additional $2,750 CAD per month in variable compensation. The final payout of variable compensation is determined by achievement of performance metrics.

At Forward Financing, we're committed to fair and transparent compensation. We believe in providing a compensation package that recognizes your skills, experience, and the unique value you bring to our team. We take a market-basedapproach to pay, regularly reviewing benchmark data to ensure our compensation remains competitive, equitable, and aligned with our performance-driven culture.

Final offers are determined by a variety of factors, including the candidate's qualifications, relevant experience, specific skills, and internal equity. This approach ensures that our compensation is competitive and equitable. Your recruiter will provide specific details on the expected base and variable earnings as it pertains to this specific role. This position is to fill an existing vacancy.

Total Rewards:

• medical
• dental
• vision
• a flexible time-off policy
• paid parental leave
• RRSP match
• wellness reimbursement
• volunteering days
• annual professional development budget
• charitable donation match

Forward is proud to be a remote-first company, keeping workplace flexibility a top priority for our employees. As a business, we are focused on impact; we are more concerned with your contributions to the success of the company than where you get your work done. To help facilitate in-person collaboration, employees are welcome to work from one of our premiere office locations.

When we aren’t collaborating to drive business and support our customers, we’re finding virtual and in-person ways to get to know our colleagues, celebrate team wins, and have fun together!

Our Culture: The Forward Compass

The Forward Compass is the standard we hold for ourselves and one another—guiding how we lead, collaborate, and show up every day to move in the same direction.

Back the Builders: We are wired to fuel customer progress, not just provide support.

Rooted in People: We create an environment that balances deep connection with the extreme ownership and honesty required to reach our highest potential.

Flying V: We move through coordinated effort with speed and urgency to achieve what no individual could do alone.

Always Forward, Never Finished: We pursue growth with a relentless drive that keeps us ahead of the competition.

About Us:

Forward Financing is a fintech company based in Boston, Massachusetts with team members throughout the United States, Dominican Republic, and Canada. The company is on a mission to unlock the capital that fuels small businesses across America. Whether facing challenges accessing traditional financing or simply needing a convenient, flexible solution, Forward is committed to funding more of the millions of small businesses nationwide. By simplifying the requirements, streamlining the process, and using advanced proprietary technology, Forward is often able to deliver approvals within hours and funds that same day – giving more businesses the financial opportunity they need to thrive. Plus, with their dedicated teams and award-winning service, customers get personalized support when they need it most.

Since 2012, Forward has expanded access to capital by providing over $4.8 billion in funding to more than 92,000 small businesses. The company is A+ rated by the Better Business Bureau with an Excellent / 4.7 stars rating on Trustpilot.com . Recognized as a Best Place to Work by Built In Boston and certified as a Great Place To Work, Forward is dedicated to empowering both its team and the customers they serve, helping them succeed and thrive.

Equal Opportunity Employment Information

It is the policy of Forward Financing to ensure equal employment opportunity without discrimination or harassment on the basis of race, religion, national origin, status, age, sex, sexual orientation, gender identity or expression, marital or domestic/civil partnership status, disability, veteran status, genetic information, or any other basis protected by law. We welcome and encourage applications from people with disabilities. Please let us know should you require any accommodations. As part of our commitment to a streamlined and equitable hiring experience, we use AI tools to assist with candidate screening and assessment.