Account Manager II

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.

As an Account Manager II, you will be in a portfolio sales role, selling Forward Financing’s value proposition to existing Independent Sales Organization (ISO) brokers in your book of business with the goal of retaining and growing profitable revenue for our organization. Our ISO brokers connect us with the small businesses seeking working capital. You will learn the ins and outs of the small business financing sector, and what sets Forward Financing apart: reputation, transparency, speed, and most importantly, our people.

The ideal candidate should possess a customer-focused mindset, strong organizational skills, and the ability to build and maintain lasting relationships. They should be proactive, analytical, and capable of working in a fast-paced environment to achieve monthly sales goals.

In this role you will:

• Strategize and execute plans to grow a portfolio of Independent Sales Organization’s (ISO) submission and funding volume.

• Develop a deep understanding of each ISO broker, their business model, objectives, and motivators.

• Analyze performance data to understand ISO broker insights, trends, threats, and opportunities to inform strategies.

• Effectively communicate ISO performance data, achieve ISO broker buy in, and identify growth opportunities.

• Establish and build relationships with ISO sales reps and decision makers to organically drive performance.

• Provide excellent customer service to your ISO brokers; 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.

• Deliver impactful presentations to ISO brokers with confidence and the ability to clearly articulate value propositions and competitive advantages.

Why you should apply:

• 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.

Role Requirements:

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

• Bachelor’s degree required.

• 2+ years of experience in an account management or related role (relationship management, client management, sales).

• Strong customer service skills and ability to successfully manage difficult conversations and objections.

• Strong organizational skills to manage multiple ISO relationships simultaneously.

• Willingness and ability to travel to New York based ISO broker locations as needed.

Forward Financing Core Values:

• 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.

About Us:

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. Whether facing challenges accessing traditional financing or simply needing a convenient, flexible solution, Forward is committed to funding more of the millions of small businesses nationwide. Forward offers revenue-based financing – delivering an upfront sum of working capital in exchange for a set amount of the business’s future revenue. By simplifying the requirements, streamlining the process, and using advan