Forward Financing

Financial Technology

SalesDevelopmentRepresentative

CA$50–60k Ontario, Canada FULL TIME Remote Friendly
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Entry candidates.

The Brief

“Sales Development Representative at Forward Financing. Skills: Prospecting, Lead conversion, Customer communication. Prospecting previously approved customers who did not move forward. Converting partially completed financing applications into full submissions”

What You'll Achieve.

Consistent daily attainment of outbound call volume, talk time, and multi-channel touchpoints; Monthly and quarterly revenue/KPI targets; Maximize submission volume

Industry & Context.

Financial Technology
Problems you'll solve

Uncover what’s holding them back; Address objections in real-time

What They're Looking For.

Must Have

1+ years in a sales, lead generation, or customer engagement role, Great phone presence, Fast typing, Written communication

Nice to Have

Background in application-based conversion flows (funding, insurance, etc.), Bilingual (Spanish)

What You'll Do.

Prospecting previously approved customers who did not move forward

Converting partially completed financing applications into full submissions

Speaking with business owners to assess goals

and present funding options

Mastering a high-volume auto-dialer environment

Educating prospects on our product

the submission process

and the value proposition

Driving urgency and clear call-to-actions to maximize submission volume

Tracking lead activity

and outcomes in Salesforce

Maintaining frequency and activity on potential leads and keeping all notes up to date in CRM

How You'll Work.

Team & Collaboration

Collaborate closely with the Manager, Direct Sales, Marketing, and Product for funnel improvements

Communication Scope

Great phone presence; Written communication

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. We’re looking for a driven and persuasive Sales Development Representative (SDR) to own one of the most important parts of our revenue funnel: prospecting previously approved customers who did not move forward, and converting partially completed financing applications into full submissions. These are a blend of warm and cold leads - SMB owners who’ve started the process but haven’t crossed the finish line or reviewed a prior offer and didn't move forward. Your job is to pick up the conversation, uncover what’s holding them back, build urgency, and help them complete their revenue-based financing application.   This role involves engaging in fast-paced conversations, addressing objections in real-time, and consistently driving measurable results through lead conversion. We are looking for an individual who is wanting to kick-start their career in a highly transactional, fast-paced sales environment.   IN THIS ROLE YOU WILL: - Speak with business owners to assess goals, address questions, and present funding options as a solution to their business needs - Master a high-volume auto-dialer environment, maintaining the stamina to deliver high-quality pitches on the 100th call of the day as effectively as the 1st. - Educate prospects on our product, the submission process, and the value proposition of our funding - Drive urgency and clear call-to-actions to maximize submission volume - Track lead activity, status, and outcomes in Salesforce - Collaborate closely with the Manager, Direct Sales, Mark

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