High-Velocity SDR: Fintech Funding Solutions

Forward Financing; Boston (MA); On-site; USD 36,000 - 43,000; Full time

Benefits offered by this job

Medical, dental, vision

Flexible time-off policy

Paid parental leave

RRSP match

Wellness reimbursement

Volunteering days

Annual professional development budget

Charitable donation match

Job summary

Forward Financing, a Boston‑based fintech, seeks a driven Sales Development Representative to own the early revenue funnel. You will engage business owners, handle warm and cold leads, and convert partial applications into full submissions in a fast‑paced, target‑driven environment.

Ideal candidates bring 1+ year in sales or lead generation, a relentless follow‑up mindset, and strong phone presence with solid written communication.

Qualifications

• 1+ years in a sales, lead generation, or customer engagement role (high‑volume environment a plus).
• Relentless follow‑up game and strong written communication.
• Comfortable with Dialpad, Salesforce and Tableau; metric‑driven mindset.

Responsibilities

• 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, delivering high‑quality pitches across many calls.
• Educate prospects on our product, submission process, and funding value proposition.
• Drive urgency and clear calls‑to‑action to maximize submission volume.
• Track lead activity and outcomes in Salesforce; collaborate for funnel improvements.

Skills

Sales

Lead generation

Customer engagement

Phone presence

Fast typing

Written communication

Multichannel outreach

Tools

Dialpad

Salesforce

Tableau

Job description

Forward Financing, a Boston‑based fintech, seeks a driven Sales Development Representative to own the early revenue funnel. You will engage business owners, handle warm and cold leads, and convert partial applications into full submissions in a fast‑paced, target‑driven environment.

Ideal candidates bring 1+ year in sales or lead generation, a relentless follow‑up mindset, and strong phone presence with solid written communication.