Job Overview
Location
Remote - United States
Job Type
Full-time
Category
Sales
Date Posted
May 21, 2026
Full Job Description
đź“‹ Description
- • Engage with small business owners who have started but not completed financing applications or previously declined offers, reactivating stalled conversations to convert leads into approved funding submissions.
- • Conduct high-volume outbound calls using an auto-dialer system, maintaining consistent call quality and energy across 100+ daily calls while adhering to script guidelines and compliance standards.
- • Present Forward Financing’s revenue-based funding solutions as tailored business support tools, clearly articulating product benefits, application requirements, and speed-to-funding advantages.
- • Identify and overcome objections in real-time by actively listening, asking probing questions, and aligning funding options with the prospect’s specific cash flow or operational needs.
- • Drive urgency through targeted call-to-actions, compelling prospects to complete applications within timelines that maximize conversion rates.
- • Maintain accurate, real-time updates of all lead activity, communication history, and outcome tracking in Salesforce CRM to ensure seamless handoff to downstream sales teams.
- • Meet and exceed daily, monthly, and quarterly KPIs including outbound call volume, average talk time, multi-channel touchpoints (SMS/email), and submission conversion rates.
- • Collaborate with Direct Sales, Marketing, and Product teams to provide frontline feedback on lead behavior, application friction points, and messaging effectiveness for continuous funnel optimization.
- • Adapt quickly to changing priorities, updated scripts, or new product features while maintaining strict adherence to internal processes, compliance protocols, and data integrity standards.
- • Leverage tools such as Dialpad, Salesforce, and Tableau to monitor performance metrics, track pipeline health, and identify trends impacting conversion efficiency.
- • Consistently follow up on leads across multiple channels with persistence and professionalism, ensuring no opportunity is lost due to lack of outreach.
- • Remain organized under pressure, managing multiple concurrent conversations and tasks while ensuring no lead falls through the cracks in the pipeline.
- • Act with authenticity and kindness, building trust with business owners who may be skeptical of financial providers by demonstrating transparency and genuine intent to help.
- • Contribute to a high-performing, metrics-driven culture where success is defined by measurable outcomes, continuous improvement, and team accountability.
- • Embrace feedback and coaching to refine communication techniques, improve conversion rates, and develop long-term sales acumen in a fast-paced, transactional environment.
🎯 Requirements
- • 1+ years in a sales, lead generation, or customer engagement role (high-volume environment preferred)
- • Relentless follow-up discipline and strong phone presence with fast typing and clear written communication
- • Comfortable using Dialpad, Salesforce, and Tableau
- • Metric-driven mindset with ability to meet daily, monthly, and quarterly KPIs for call volume, talk time, and conversions
- • Ability to juggle multiple conversations, stay organized, and follow internal processes and guidelines
- • Background in application-based conversion flows (funding, insurance, etc.) preferred
- • Bilingual (Spanish) preferred
🏖️ Benefits
- • Annual targeted salary of $50,000–$60,000 USD with potential for $1,600/month in variable compensation tied to performance
- • Comprehensive medical, dental, and vision coverage
- • Flexible time-off policy and paid parental leave
- • 401(k) match for U.S. employees
- • Wellness reimbursement, volunteering days, and annual professional development budget
- • Charitable donation match program
Skills & Technologies
Remote
$50k-60k
Degree Required
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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