Forward Financing
financial technology
FundingSpecialist
Neural analysis suggests this role is
optimal for Mid candidates.
“Funding Specialist at Forward Financing. Skills: deal advancement, sales funnel management, customer service, collaboration, problem-solving. Oversee and advance deals through each stage of the funding funnel. collaborate cross-functionally to eliminate bottlenecks, maintain momentum, and achieve daily funding and conversion targets”
What You'll Achieve.
achieve daily funding and conversion targets with precision and speed; drive profitable volume; achieve monthly sales goals
Industry & Context.
Problem-solve with internal teams to figure out opportunities for process improvement; analytical
What They're Looking For.
Must Have
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 task 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, customer service skills and ability to successfully manage difficult conversations and objections
Nice to Have
Bachelor’s degree preferred
What You'll Do.
Oversee and advance deals through each stage of the funding funnel
collaborate cross-functionally to eliminate bottlenecks
and achieve daily funding and conversion targets
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 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
How You'll Work.
Team & Collaboration
collaborating cross-functionally to eliminate bottlenecks; Work and communicate with ISO sales reps and decision makers; Effectively collaborate with the underwriting team; Problem-solve with internal teams
Communication Scope
Excellent verbal and written communication skills; Top notch phone etiquette; direct communication; candid feedback
Full Job Description
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 a Funding Specialist, you will help push deals across the finish line by quickly learning our industry and process. You will be the point person to keep the wheels of the group moving. You will work with our Channel partners, ISOs, who 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 and communication skills, and the ability to manage a large and fast-moving sales cycle. They should be proactive, analytical, and capable of working in a fast-paced environment to achieve monthly sales goals. 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 requir
Applying for this Funding Specialist role?
Most applicants get filtered before a human reads their resume. See if yours makes the cut.
How to Apply on Ashby
- Ashby is a fast modern ATS — most applications take under 3 minutes.
- The resume parser is strong; verify parsed experience dates and job titles.
- Custom screening questions are often scored algorithmically — answer completely.
- Location field affects geo-based screening; use your actual metro area.
ANONYMOUS · UNFILTERED
What do employees actually say about Forward Financing?
Real rants from real employees. Read before you apply.