Sales Development Representative

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.

We’re looking for a driven and persuasive Sales Development Representative to own one of the most important parts of our revenue funnel: prospecting previously approved customers who did not move forward, and converting partially completed financing applications into full submissions. These are a blend of warm and cold leads - SMB owners who’ve started the process but haven’t crossed the finish line or reviewed a prior offer and didn't move forward.

Your job is to pick up the conversation, uncover what’s holding them back, build urgency, and help them complete their revenue-based financing application.

This role involves engaging in fast-paced conversations, addressing objections in real-time, and consistently driving measurable results through lead conversion. We are looking for an individual who is wanting to kick-start their career in a highly transactional, fast-paced sales environment.

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, maintaining the stamina to deliver high-quality pitches on the 100th call of the day as effectively as the 1st.

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 for funnel improvements

Your success is measured by hard data. We expect the following:

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 all notes up to date in CRM (Salesforce)

Ability to adapt in an evolving environment and team, and a willingness to shift focus on the fly

Experience in a sales, lead generation, or customer engagement role

Relentless follow-up game

Comfortable using tools like Dialpad, Salesforce, and Tableau

Able to juggle multiple conversations, stay organized, and follow internal processes and guidelines

Preferred:

Background in application-based conversion flows (funding, insurance, etc.)

Monthly Variable: You have the potential to earn an additional $1,600 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…