Funding Specialist

In This Role You Will

• Oversee and advance deals through each stage of the funding funnel, collaborating cross‑functionally to eliminate bottlenecks, maintain momentum, and achieve daily funding and conversion targets with precision and speed.
• Work and communicate with ISO sales reps and decision makers to fund opportunities.
• Proactively reach out to ISO sales reps to attempt to win deals through exceptions to deal terms.
• Provide excellent customer service to our ISO partners; taking responsibility to resolve issues and build trust while creating a sense of urgency in a fast‑paced, transactional sales environment.
• Effectively collaborate with the underwriting team to drive profitable volume.
• Manage the flow of deal requirements and help to keep the sales pipeline moving along in a timely manner.
• Problem‑solve with internal teams to figure out opportunities for process improvement.
• Act with urgency to ensure timely responses to requests both internally and externally.

• 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.

(Even if you don’t check every box, but see yourself contributing, please apply.)

• Bachelor’s degree preferred.
• 2+ years of experience in a sales, deal desk, or related role.
• Experience handling a high volume of inbound and outbound calls, emails, texts and chats. Experience with a high volume of short sales cycle deal management.
• Experience being held to volume and response time metrics.
• Excellent verbal and written communication skills.
• Proactive, with excellent time‑management, organizational, and prioritization skills.
• Top‑notch phone etiquette — working with internal and external partners.
• Strong customer service skills and ability to successfully manage difficult conversations and objections.

Annual Targeted Salary: $67,000 – $75,000 USD

Monthly Variable: You have the potential to earn an additional $1,200 USD per month in variable compensation. The final payout of variable compensation is determined by achievement of performance metrics.

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

Forward Financing is proud to be an equal opportunity employer, and is committed to fostering a fair and inclusive culture built on a foundation of high performance and exceptional customer experience. With a laser focus on employee impact, we’re able to reduce biases and ensure the right people are in the right jobs to contribute to our mission. The varied perspectives of our people fuel innovation and make us a stronger team.

By embracing what makes each of us unique, we create a supportive environment where people feel valued, accepted, and empowered to thrive.

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