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This position was posted on March 18, 2026 and is likely no longer accepting applications. We've kept it here for historical reference. Check out the similar jobs below!
Job Overview
Location
Remote - United States
Job Type
Full-time
Category
HR & Recruiting
Date Posted
March 18, 2026
Full Job Description
đź“‹ Description
- • As a Collections Specialist at Forward Financing, you will play a critical role in supporting small business owners navigating financial hardship by negotiating sustainable payment plans for revenue-based financing, directly contributing to the company’s mission of unlocking capital for underserved entrepreneurs across America.
- • You will service a portfolio of SMB customer accounts using multiple contact methods—including phone calls, text messages, and emails—to engage customers, assess their situations, and drive resolution through empathetic, solution-focused communication.
- • Your day-to-day responsibilities will include negotiating payment plans that balance customer needs with business objectives, consistently meeting or exceeding monthly recovery targets tied to performance-based incentives, and leveraging legal collections processes professionally to encourage engagement and compliance.
- • You will maintain accurate, up-to-date documentation of account statuses and next steps in Salesforce CRM, ensuring transparency and continuity in customer interactions while supporting audit readiness and team collaboration.
- • Working within a mission-driven, remote-first fintech culture recognized as a Best Place to Work by Built In Boston and Great Place To Work® certified, you’ll collaborate with a diverse team across the U.S., Dominican Republic, and Canada, all focused on delivering exceptional customer experience and financial inclusion.
- • This role offers the opportunity to develop deep expertise in consumer finance, collections strategy, and CRM-driven account management while building transferable skills in negotiation, financial analysis, and empathetic customer engagement—positioning you for growth within Forward Financing’s performance-oriented culture.
- • You will directly impact the financial resilience of small businesses, helping them overcome temporary setbacks and continue operating, which aligns with Forward’s core values of driving the mission, acting with kindness, and shooting for extraordinary outcomes through innovative, compassionate solutions.
🎯 Requirements
- • Bachelor’s Degree preferred or equivalent work experience
- • 5+ years of professional experience in Customer Service, Sales, or Collections
- • Ability to listen empathetically, communicate effectively, and recover monthly targets of past due balances while maintaining focus and working independently
🏖️ Benefits
- • Medical, dental, and vision insurance coverage
- • 401k match for US employees and annual professional development budget
- • Flexible time-off policy, paid parental leave, wellness reimbursement, volunteering days, and charitable donation match
- • Remote-first work flexibility with option to work from premiere office locations
- • Performance-based monthly variable compensation potential of up to $1,750 USD
- • Commuter benefits and access to Forward Financing’s award-winning culture and mission-driven environment
Skills & Technologies
About Forward Financing, LLC
Forward Financing, founded in 2012 and headquartered in Boston, Massachusetts, provides working capital to small and medium-sized businesses across the United States through merchant cash advances and short-term loans. The company uses proprietary technology and data analytics to offer fast approvals and funding, typically within one business day, without requiring collateral or perfect credit. Serving over 35,000 businesses, Forward Financing focuses on industries such as retail, restaurants, and services. It emphasizes transparent terms and dedicated customer support to help clients manage cash flow, purchase inventory, expand operations, or address unexpected expenses.
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