Forward Financing is hiring an Account Manager II to manage a portfolio sales role focused on our Independent Sales Organization (ISO) partners. You will leverage the company's reputation for transparency, speed, and service to retain and grow profitable revenue by selling our value proposition to existing brokers. This role involves developing a deep expertise in the small business financing sector.
What You'll Do
- Strategize and execute plans to grow your portfolio of ISO broker submission and funding volume.
- Develop a deep understanding of each ISO broker, their business model, objectives, and motivators.
- Analyze performance data to understand broker insights, trends, threats, and opportunities to inform your strategies.
- Effectively communicate ISO performance data, achieve 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 ISO brokers; taking responsibility to resolve issues and build trust while creating a sense of urgency.
- 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.
What We're Looking For
- A Bachelor’s degree is 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.
Benefits & Compensation
- Medical, dental, vision, and commuter benefits
- Flexible time-off policy
- Paid parental leave
- 401k match for US employees
- Wellness reimbursement
- Volunteering days
- Annual professional development budget
- Charitable donation match
Work Mode
This is a hybrid position. Roles are based in Boston, Massachusetts, the Dominican Republic, or Canada.
Forward Financing is proud to be an equal opportunity employer, and is committed to fostering a fair and inclusive culture built on a foundation of high performance and exceptional customer experience.
