Account Executive, Renewals

Forward Financing; Boston (MA); Hybrid; USD 65,000 - 85,000; Full time

Benefits offered by this job

Flexible time-off policy

Paid parental leave

401k match

Wellness reimbursement

Volunteering days

Annual professional development budget

Charitable donation match

Job summary

Forward Financing is seeking an Account Executive, Renewals in Boston, Massachusetts. You will work with small and medium businesses to identify suitable financial products, managing a portfolio and building lasting relationships.

The role requires 3+ years in a sales-closing position with strong analytical skills. Forward is a remote-first company, offering flexibility for employees to work from anywhere, and providing a comprehensive rewards package that includes a potential additional $2,750 per month based on performance.

Qualifications

• 3+ years of experience in a sales-closing role.
• Demonstrated success in setting and hitting goals.
• Strong analytical and communication skills.
• Comfortable with data-driven sales processes.

Responsibilities

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

Skills

Sales closing experience

Analytical skills

Communication skills

Data-driven sales processes

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.

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.
• Remote‑first workplace: Forward is a remote‑first company that prioritizes flexibility and impact. Employees are welcome to work from any location, including our premier office locations for in‑person collaboration.

Role Requirements:

• 3+ years of experience in a sales‑closing role.
• Demonstrated success in setting and hitting goals.
• Strong analytical and communication skills.
• Comfortable with data‑driven sales processes.

Compensation:

Monthly Variable: 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.

Total Rewards: We offer a comprehensive total rewards package, including 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.
• Keep It Real: We value direct communication, candid feedback, and authenticity.
• Act With Kindness: We create an environment where caring is cool and helping is the norm.
• Shoot for Extraordinary: We are inspired by innovative thinking and continuous improvement.

Forward Financing is proud to be an equal opportunity employer. We are committed to fostering a fair and inclusive culture built on high performance and exceptional customer experience. By embracing what makes each of us unique, we create a supportive environment where people feel valued and empowered to thrive.