Sr Sales Development Representative

Forward Financing; United States; On-site; USD 50,000 - 60,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

Commuter benefits

Flexible time-off policy

Paid parental leave

401(k) match

Wellness reimbursement

Volunteering days

Annual professional development budget

Charitable donation match

Job summary

Forward Financing is seeking a Sales Representative to engage with small business owners, assess their needs, and present funding solutions. The role demands excellent communication skills and experience in a high-volume sales environment, with responsibilities including managing leads and driving engagement via multiple channels.

Compensation includes an annual salary of $50,000 to $60,000 with potential for additional performance-based bonuses and extensive benefits such as medical coverage and paid parental leave.

Qualifications

• 1+ years in a sales, lead generation, or customer engagement role.
• Great phone presence and strong written communication skills.
• Ability to juggle multiple conversations and stay organized.

Responsibilities

• Speak with business owners to assess goals and present funding options.
• Master a high-volume auto-dialer environment.
• Track lead activity and outcomes in Salesforce.

Skills

Sales experience

Lead generation

Customer engagement

Bilingual in Spanish

Metric-driven mindset

Tools

Salesforce

Dialpad

Tableau

Job description

Forward Financing is a financial technology company based in Boston, Massachusetts that unlocks capital for small businesses across America.

In This Role You Will

• 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 throughout the day.
• 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 teams to improve the funnel.

Success Metrics

• Consistent daily attainment of outbound call volume, talk time, and multi‑channel touchpoints (SMS/Email).
• Monthly and quarterly revenue/KPI targets are treated as a floor, not a ceiling.
• Consistent pipeline and funnel management – maintaining frequency and activity on potential leads and keeping notes up to date in CRM.
• Ability to adapt in an evolving environment and shift focus on the fly.

Role Requirements

• 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 such as Dialpad, Salesforce, and Tableau.
• Metric‑driven mindset.
• Able to juggle multiple conversations, stay organized, and follow internal processes and guidelines.

Preferred

• Background in application‑based conversion flows (funding, insurance, etc.).
• Bilingual in Spanish.

Compensation

Annual Targeted Salary: $50,000 – $60,000 USD.
Monthly Variable: Potential to earn an additional $1,600 USD per month in variable compensation based on performance metrics.

Total Rewards & Benefits

• Medical, dental, and vision coverage.
• Commuter benefits.
• Flexible time‑off policy.
• Paid parental leave.
• 401(k) match for US employees.
• Wellness reimbursement.
• Volunteering days.
• Annual professional development budget.
• Charitable donation match.

Equal Opportunity Employment

Forward Financing is an equal opportunity employer and is committed to fostering a fair and inclusive culture. We celebrate diversity and inclusion and ensure equal employment opportunities for all employees and applicants.