Channel Account Manager

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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.

The Channel Account Manager will be assigned a portfolio of ISOs in a designated region and will be responsible for developing and executing channel sales strategies to drive revenue growth within that region. Your primary objective will be to drive funding volume and profitability growth across sales verticals by developing and implementing targeted initiatives, negotiating favorable contract terms, and strengthening partner relationships.

• Portfolio Profitability & Revenue Growth:
  Exceed all key performance targets, including revenue, profitability, and funding volume. Manage the entire sales funnel, identify high‑growth opportunities, and make data‑driven decisions to grow your book across sales verticals while ensuring ISOs remain compliant to legal standards and regulations.
• Strategic Negotiation & Account Management:
  Build business‑centric partnerships, dive deep into your ISOs' operating models, negotiate contracts to secure favorable terms, drive adoption of new initiatives, and maximize the profitability of every partnership.
• Conduct Actionable Market Analysis:
  Conduct and report on market research and competitive analysis to identify new revenue opportunities and threats. Provide insights that directly inform our sales strategy.
• Sales Enablement and Support:
  Conduct regular sales training sessions and workshops for ISOs to enhance their product knowledge, sales skills, and understanding of the company's value proposition. Provide sales tools, marketing collateral, product updates, and showcase Forward Financing's benefits (e.g., API capabilities).
• Cross‑Functional
  
  Collaboration:
  
  Ensure seamless ISO operations by collaborating with internal teams as needed to maintain ISO compliance, implement growth initiatives, and coordinate with operational teams.

• Experience:
  
  5+ years in channel sales management, regional sales, or business development, preferably in revenue‑based financing or financial services.
• Proven Closer: A documented track record of not just managing a book of business, but measurably growing its revenue and profitability.
• Relationship Management:
  Exceptional interpersonal and communication skills to build rapport and trust with diverse channel sales teams.
• Strategic Thinking:
  Ability to develop and execute strategic plans, analyze market data, understand funnel metrics, and identify growth opportunities.
• Negotiation and Influence:
  Demonstrated ability to negotiate, influence, and motivate external partners.
• Travel:
  Willingness to travel frequently within the assigned region to engage with ISO teams (10 days/month).

Additionally, we offer a comprehensive total rewards package, including: medical, dental, vision, commuter benefits, a flexible time‑off policy, paid parental leave, 401(k) match for U.S. employees, wellness reimbursement, volunteering days, annual professional development budget, and charitable donation match.

• 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.

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…