Forward Financing is a Boston-based financial technology company with an operational hub in the Dominican Republic, providing fast, flexible working capital to US small businesses that have been underserved by traditional financing options. It is our mission to build a world-class fintech company so our customers and our people can reach their full potential. Forward has been recognized as a Best Place to Work by the Boston Business Journal and Built In Boston and is certified as a Great Place to Work.® We’re investing in our employees, technology, and customer experience – with long-term success in mind every step of the way.
As a Sales Specialist you will be hands-on to develop relationships with prospective clients and maintain effective relationships with existing customers. You will be responsible for generating new business through outbound calls, emails, and other resources. This will require learning about our industry, clients, other internal processes, and culture at Forward Financing. You will report to the Customer Engagement Senior Manager of the Dominican Republic Operations while collaborating daily with Sales, Marketing, Operations and other leaders across Forward Financing both in our Santiago and Boston office, providing gold standard support.
*this role offers remote work / work from home*
In this role you will:
- Engage with prospective clients to generate new business.
- Maintain, cultivate, increase deals and relationships into actual submissions.
- Reach your weekly targets, maintaining organized traceability of all your communications.
- Provide prompt and anticipated responses to our clients.
- Deploy strategies focused on providing world-class service to our clients, addressing their requests, needs, and problems until resolution.
- Monitor and provide actionable insights to management based on engagement metrics.
- Partner alongside organizational leaders to proactively identify issues and creative solutions to support business needs. This may include conducting surveys and analyzing trends, engagement metrics/trends, and overall client feedback.
- Be the strongest brand ambassador of our Culture.
About You:
- Passionate : “Can-do-attitude.” Enthusiastic. Optimistic, open, and objective toward others.
- Proactive : Self-starter, continually seeks additional responsibilities. Willingness to go the distance to get something done, including working long hours at times if needed.
- Emotional Intelligence : High degree of self-awareness. Handles interpersonal relationships judiciously and empathetically.
- Problem-solving skills: as a sales professional you will encounter challenges and objections so the ability to think critically and find creative solutions is essential.
- Aggressiveness : Moves quickly and takes a forceful stand without being overly abrasive. Persistent, demonstrates tenacity and willingness to go the distance to get something done.
- Negotiation Skills: Negotiating terms and closing deals require the ability to find common ground and reach mutually beneficial agreements.
- Adaptability: The sales landscape is constantly evolving, so adaptability is crucial for staying flexible and adjusting strategies to meet changing market conditions and customer needs.
- Resilience: Sales can be challenging, so resilience is vital for handling rejection, overcoming obstacles, and staying motivated during tough times.
- Communication Skills: Excellent verbal and written communication skills are crucial for conveying product information, negotiating deals, and building rapport with customers.
- Persuasion: The ability to persuade and influence potential customers is key to closing deals and driving sales. This involves highlighting the value proposition of the product or service.
- Coachable : Open to feedback and continual professional improvement.
Requirements:
(Even if you don’t check every box, but see yourself contributing, please apply.)
- High school degree.
- Experience in sales or business development roles.
- Client-focused, service-oriented, relationship builder.
- Good listening skills with the ability to see situations from the perspective of others.
- Excellent written and verbal communication skills; comfortable communicating and networking.
- Previous work experience as a bilingual Sales Representative or a similar role.
- Strong interpersonal and communication skills; ability to work assertively with a team and transmit positive energy, ensuring very professional oral and written communication.
- Experience with CRM software.
- Ability to build strong relationships with customers as its essential to grow long term success in sales.
- Problem solving oriented, to have the ability to find creative solutions and overcome possible objections, by crafting persuasive arguments during the negotiations
- Ability to focus on efficiently prospecting to drive conversions.
- Ability to handle matters of confidentiality with the most tact and diplomacy.
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 is a fintech company headquartered in Boston, Massachusetts with an affiliate office in Santiago, Dominican Republic, providing fast, flexible working capital to small businesses across the US. 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 advanced proprietary technology, Forward is often able to deliver approvals within hours and funds that same day — giving more businesses the financial opportunity they need to thrive. Plus, with their dedicated teams and award-winning service, customers get personalized support when they need it most.
Since 2012, Forward has expanded access to capital by providing over $3 billion in funding to nearly 63,000 small businesses. The company is A+ rated by the Better Business Bureau with an Excellent / 4.8 stars rating on Trustpilot.com. Forward is also recognized as a Best Place to Work by Built In Boston, certified as a Great Place to Work®, and is committed to helping their people and the small businesses they serve to achieve their full potential.
Forward actively promotes a focus on diversity, equity, and inclusion in all we do. We encourage a workplace where trust and respect are paramount and all employees feel valued, heard, and accepted. Our diverse and driven group of about 450 people, with approximately 200 based in the US, and 250 in the Dominican Republic, is a 100% employee-owned company. Our people are excited about their work, knowing they are helping thousands of small businesses while advancing their own careers.
Perks & Benefits:
At Forward, our team members are at the heart of our company, and we are committed to taking care of them as people, not just employees. We offer a comprehensive benefits package, including but not limited to: medical, dental, vision, and commuter benefits, a flexible time-off policy, paid parental leave, 401k match for US employees, wellness reimbursement, volunteering days, annual professional development budget, and charitable donation match.
Workplace flexibility is a top priority at Forward too. Our Employee Choice policy means that almost all of our employees get to decide where they work. As a business, we are focused on impact; we are more concerned with your contributions to the success of the company than where you get your work done. If face-to-face time is desired, people managers are empowered to find a cadence that works for their team.
When we aren’t collaborating to drive business and support our customers, we’re finding virtual and in-person ways to get to know our colleagues, celebrate team wins, and have fun together!