Teams at Forward Financing

In this role, you will analyze portfolio performance, assess risk strategies, and report insights to management, aiding business growth.

The Sales Development Representative engages with SMB owners to drive lead conversion by addressing their concerns and presenting funding options. They manage high call volumes, track lead activity in Salesforce, and collaborate with other teams to improve the sales funnel.

As a Funding Specialist, you will drive deals through the funding process, collaborate with partners, and ensure timely responses while maintaining sales targets. Customer service and problem-solving are key components of the role.