Job Overview
Location
Remote - Alberta, Canada
Job Type
Full-time
Category
Customer Success
Date Posted
May 19, 2026
Full Job Description
đź“‹ Description
- • Oversee and advance deals through each stage of the funding funnel, collaborating cross-functionally to eliminate bottlenecks, maintain momentum, and achieve daily funding and conversion targets with precision and speed.
- • Serve as the primary point of contact for Channel partners (ISOs), communicating directly with sales reps and decision makers to secure and close funding opportunities.
- • Proactively reach out to ISO sales reps to negotiate and win deals through exceptions to standard deal terms, driving volume and revenue growth.
- • Deliver exceptional customer service to ISO partners by resolving issues promptly, building trust, and creating urgency within a fast-paced, transactional sales environment.
- • Collaborate closely with the underwriting team to ensure deal viability, drive profitable funding volume, and align on risk and compliance requirements.
- • Manage the flow of deal documentation and requirements, ensuring timely submission and adherence to internal processes to keep the sales pipeline moving efficiently.
- • Problem-solve with internal teams to identify opportunities for process improvement, reducing friction and increasing operational efficiency in the funding workflow.
- • Respond with urgency to all internal and external requests, maintaining high responsiveness standards for emails, calls, texts, and chats to meet strict time-based performance metrics.
- • Maintain accurate records of deal progress and partner interactions, ensuring transparency and accountability across the funding lifecycle.
- • Adapt quickly to evolving company policies, product offerings, and regulatory requirements within the small business financing sector.
- • Balance multiple high-volume deals simultaneously, prioritizing tasks effectively to meet monthly sales goals and performance benchmarks.
- • Represent Forward Financing with professionalism and integrity, reinforcing the company’s reputation for transparency, speed, and customer-centric service.
- • Utilize communication tools to manage inbound and outbound interactions at scale, including phone, email, text, and chat platforms, while maintaining compliance and data accuracy.
- • Contribute to a culture of kindness, direct communication, and accountability by providing candid feedback, supporting teammates, and embodying company values in daily interactions.
- • Participate in training and onboarding to rapidly master the company’s funding process, technology systems, and unique value proposition for small businesses.
- • Align all actions with the company mission of unlocking capital for underserved small businesses, ensuring every interaction supports broader business impact.
🎯 Requirements
- • Bachelor’s degree preferred
- • 2+ years of experience in a sales, deal desk, or related role
- • Experience handling a high volume of inbound and outbound calls, emails, texts, and chats
- • Experience being held to task volume and response time metrics
- • Excellent verbal and written communication skills
- • Proactive with excellent time management, organizational, and prioritization skills
🏖️ Benefits
- • Medical, dental, and vision coverage
- • Flexible time-off policy
- • Paid parental leave
- • RRSP match
- • Wellness reimbursement
- • Volunteering days
- • Annual professional development budget
- • 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.
Subscribe to the weekly newsletter for similar remote roles and curated hiring updates.
Newsletter
Weekly remote jobs and featured talent.
No spam. Only curated remote roles and product updates. You can unsubscribe anytime.
