Job Overview
Location
Remote - Mountain Time/ Pacific Time
Job Type
Full-time
Category
Customer Success
Date Posted
May 19, 2026
Full Job Description
đź“‹ Description
- • Oversee and advance deals through every stage of the funding funnel, collaborating cross-functionally to remove bottlenecks and meet daily funding and conversion targets with speed and precision.
- • Serve as the primary point of contact for ISO sales representatives and decision-makers, facilitating communication to secure and close funding opportunities.
- • Proactively reach out to ISO partners to negotiate exceptions to deal terms and win deals that fall outside standard parameters.
- • Deliver exceptional customer service to ISO partners by resolving issues promptly, building trust, and maintaining a sense of urgency in a fast-paced, transactional sales environment.
- • Collaborate closely with the underwriting team to drive profitable funding volume and ensure alignment between sales pipeline and risk criteria.
- • Manage the flow of deal requirements, ensuring all necessary documentation and information are collected and processed in a timely manner to keep the sales pipeline moving.
- • Identify and solve process inefficiencies by partnering with internal teams to develop and implement improvements that enhance deal velocity and operational effectiveness.
- • Respond with urgency to all internal and external requests, maintaining high standards of responsiveness across calls, emails, texts, and chat platforms.
- • Handle a high volume of inbound and outbound communications daily, prioritizing tasks effectively to meet strict time-based performance metrics.
- • Maintain a deep understanding of Forward Financing’s funding products, processes, and competitive differentiators—transparency, speed, reputation, and people-focused service—to confidently represent the company to partners.
- • Track and manage multiple deals simultaneously, organizing priorities to ensure no opportunity is lost due to delay or miscommunication.
- • Act as a bridge between sales, underwriting, and operations, ensuring smooth handoffs and alignment across departments to support seamless funding execution.
- • Uphold company values of integrity, kindness, and mission-driven action by consistently demonstrating professionalism, empathy, and accountability in every interaction.
- • Contribute to a culture of continuous improvement by sharing insights from the field to refine workflows, messaging, and partner engagement strategies.
- • Work independently in a remote-first environment while staying connected to team goals, performance targets, and company initiatives.
🎯 Requirements
- • Bachelor’s degree preferred
- • 2+ years of experience in sales, deal desk, or a related role
- • Experience managing high-volume inbound and outbound communications (calls, emails, texts, chats) in a fast-paced sales environment
- • Experience being held to task volume and response time metrics
- • Excellent verbal and written communication skills
- • Proactive attitude with strong time management, organizational, and prioritization skills
🏖️ Benefits
- • Annual targeted salary of $67,000 – $75,000 USD with potential for up to $1,200 USD monthly variable compensation based on performance
- • Comprehensive medical, dental, and vision insurance
- • Flexible time-off policy and paid parental leave
- • 401(k) match for U.S. employees
- • Wellness reimbursement and annual professional development budget
- • Volunteering days and charitable donation match
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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