Forward Financing
financial technology
SalesDevelopmentRepresentative
Neural analysis suggests this role is
optimal for Entry candidates.
“Sales Development Representative at Forward Financing. Skills: Sales Development, lead conversion, customer engagement, 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 (SMSail).; Monthly and quarterly revenue/KPI targets are treated as a floor, not a ceiling.; Consistent Pipeline and Funnel Management - maintaining frequency and activity on potential leads and keeping all notes up to date in CRM (Salesforce); lead conversion; submission volume
Industry & Context.
addressing objections
What They're Looking For.
Must Have
1+ years in a sales, lead generation, or customer engagement role, Relentless follow-up game, Great phone presence, fast typing, written communication, Metric-driven mindset, Able to juggle multiple conversations, stay organized, follow internal processes and guidelines
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
pick up the conversation
uncover what’s holding them back
help them complete their revenue-based financing application
engaging in fast-paced conversations
addressing objections in real-time
driving measurable results through lead conversion
Speak with business owners to assess goals
and present funding options as a solution to their business needs
Master a high-volume auto-dialer environment
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
and outcomes in Salesforce
How You'll Work.
Team & Collaboration
Collaborate closely with the Manager, Direct Sales, Marketing, and Product for funnel improvements
Communication Scope
written communication; phone presence
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, Marketin
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