Account Executive II, Renewals

Forward Financing; United States; Hybrid; USD 65,000 - 75,000; Full time

Benefits offered by this job

Medical, dental, and vision benefits

Flexible time-off policy

401k match for US employees

Annual professional development budget

Volunteering days

Charitable donation match

Job summary

Forward Financing in Boston, Massachusetts is seeking a Sales Professional to manage small and medium business portfolios and provide them with tailored financial solutions. This role involves analyzing business profiles and guiding clients on the financing products that best suit their needs.

The ideal candidate will hold a Bachelor's degree and have 3+ years of experience in a sales-closing role, demonstrating success in reaching goals. The position offers a competitive salary of $65,000 - $75,000 annually and additional variable compensation based on performance.

Employees enjoy a flexible work environment, comprehensive benefits, and a strong company mission to support underserved small businesses.

Qualifications

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

Responsibilities

• Manage a portfolio of small businesses, focusing on relationship growth.
• Analyze profiles and advise on financing solutions.
• Own the sales process from approval to closing.

Skills

Sales closing expertise

Relationship management

Analytical skills

Education

Bachelor’s degree

Job description

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.

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

• Bachelor’s degree.
• 3+ years of experience in a sales‑closing role.
• Demonstrated success in setting and hitting goals.

Compensation

Annual Targeted Salary: $65,000 - $75,000 USD

Monthly Variable: You have the potential to earn an additional $2,750 USD 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‑based approach 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.

Total Rewards

Additionally, we offer a comprehensive total rewards package, including but not limited to: medical, dental, vision, commuter benefits, a flexible time‑off policy, paid parental leave, 401k match for US employees, wellness reimbursement, volunteering days, annual professional development budget, and charitable donation match.

Our Core Values

• Drive the Mission: We believe in financial opportunity for underserved small businesses. We say “yes” when others say “no.”
• Keep It Real: We value direct communication, candid feedback, and authenticity. We are an open book.
• Act With Kindness: We create an environment where caring is cool and helping is the norm. We do the right thing.
• Shoot for Extraordinary: We are inspired by innovative thinking and continuous improvement. We never settle for yesterday’s best.

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.

U.S. Equal Opportunity Employment Information

Forward Financing is proud to be an equal opportunity employer, and is committed to fostering a fair and inclusive culture built on a foundation of high performance and exceptional customer experience. With a laser focus on employee impact, we’re able to reduce biases and ensure the right people are in the right jobs to contribute to our mission. The varied perspectives of our people fuel innovation and make us a stronger team. By embracing what makes each of us unique, we create a supportive environment where people feel valued, accepted, and empowered to thrive.

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