Manage a portfolio of small and medium businesses to identify and secure appropriate financial products. Own the full sales process from approval to closing to meet monthly quotas.
Forward Financing
24 Remote Job Openings at Forward Financing
Manage a portfolio of small and medium businesses to identify and secure appropriate financial products. Own the full sales process from approval to closing to meet monthly quotas.
Group Product Manager, Digital Lending
Forward Financing
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Full Time
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14 days ago
Forward Financing
Lead the end-to-end digital experience for customers and brokers, focusing on optimizing the origination funnel and integrating AI-native features. Own the product strategy, roadmap, and data instrumentation for marketing sites and funding portals.
Group Product Manager, Digital Lending
Forward Financing
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Full Time
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14 days ago
Forward Financing
Lead the end-to-end digital experience for customers and brokers, focusing on optimizing the origination funnel and integrating AI-native features. Manage the product strategy, roadmap, and data instrumentation for marketing sites and funding portals while collaborating with cross-functional teams.
Operations Services Expert I, Funding Call
Forward Financing
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Full Time
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15 days ago
Forward Financing
Provide high-quality support to internal and external customers via phone, email, and chat. Manage inbound and outbound communications to ensure SLA targets are met and direct inquiries to the appropriate departments.
Senior Lifecycle/CRM Marketing Specialist
Forward Financing
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Full Time
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18 days ago
Forward Financing
Develop and manage complex, trigger-based customer journeys and automated workflows within HubSpot to enhance customer experiences. Oversee database governance, platform health, and the integration between HubSpot and Salesforce while utilizing AI to optimize operations.
Senior Lifecycle/CRM Marketing Specialist
Forward Financing
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Full Time
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18 days ago
Forward Financing
Develop and manage complex, trigger-based customer journeys and automated workflows within HubSpot to enhance the customer experience. Oversee database governance, platform health, and the integration between HubSpot and Salesforce while utilizing AI to optimize operational speed and quality.
Design and maintain automated end-to-end tests for internal and external systems, including evaluation frameworks for AI and LLM-powered features. Partner with engineers to embed testing into CI/CD pipelines and foster a shift-left quality culture across the organization.
Design and maintain automated end-to-end tests for internal and external systems, including evaluation frameworks for AI and LLM-powered features. Partner with engineers to embed testing into CI/CD pipelines and foster a shift-left quality culture across the organization.
The SDR is responsible for prospecting previously approved customers and converting partially completed financing applications into full submissions. This involves high-volume outbound calling, addressing objections in real-time, and tracking lead activity in Salesforce.
The SDR is responsible for prospecting previously approved customers and converting partially completed financing applications into full submissions. This involves high-volume outbound calling, educating prospects on funding options, and tracking activity within Salesforce.
Oversee and advance deals through the funding funnel by collaborating with ISO partners and internal underwriting teams. Focus on eliminating bottlenecks and maintaining momentum to achieve daily funding and conversion targets.
Oversee and advance deals through the funding funnel by collaborating with ISO partners and internal underwriting teams. Focus on eliminating bottlenecks and maintaining momentum to achieve daily funding and conversion targets.
Manage a portfolio of SMB customer accounts to recover past-due balances through calling, texting, and emailing. Negotiate sustainable payment plans and leverage legal collections processes to drive resolution while documenting all activity in Salesforce.
Senior Customer Engagement Representative
Forward Financing
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Full Time
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2 months ago
Forward Financing
The Senior Customer Engagement Representative is responsible for re-engaging graduated merchants to secure new funding opportunities through high-volume outreach and strategic follow-up. The role involves managing lead queues in Salesforce, acting as a consultant to business owners, and mentoring junior team members.
Senior Customer Engagement Representative
Forward Financing
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Full Time
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2 months ago
Forward Financing
The Senior Customer Engagement Representative is responsible for re-engaging previous clients to secure new funding opportunities through high-volume outbound calling and strategic follow-up. They will manage lead queues in Salesforce, mentor junior staff, and analyze performance data to optimize conversion rates.
The Staff Software Engineer will architect and develop backend systems and AI-powered agents to solve complex business problems. You will integrate foundational AI models into existing technology stacks while building scalable experimentation frameworks for rapid innovation.
The Senior Director of Inside Sales will lead a team of 70+ employees to drive strategy and execution for direct-to-merchant sales, renewals, and win-backs. They will partner with the Chief Revenue Officer to optimize sales performance, manage departmental change, and foster a high-performing culture.
Senior Analyst, Portfolio Strategy (Lending)
Forward Financing
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Full Time
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2 months ago
Forward Financing
The Senior Analyst will design and track pricing and credit strategies while providing insights on business performance to senior management. They will also collaborate with cross-functional teams to assess portfolio risk and identify new data sources to enhance underwriting capabilities.
Senior Analyst, Portfolio Strategy (Lending)
Forward Financing
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Full Time
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2 months ago
Forward Financing
The Senior Analyst will design and track pricing and credit strategies while providing actionable insights to senior management regarding portfolio performance. They will also collaborate across departments to assess risk, monitor data models, and identify new business opportunities.
This leader will design and execute a risk-based audit plan covering financial, operational, technology, and compliance risks across a multi-location organization involved in revenue-based financing and lending products. Responsibilities include developing audit strategy, leading various types of audits, overseeing regulatory compliance, and managing the audit team.
Senior Cash Management and Treasury Manager
Forward Financing
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Full Time
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3 months ago
Forward Financing
The manager will oversee daily cash forecasting, liquidity management, and performance reporting, while leading the development and refinement of 13-week, quarterly, and annual rolling cash forecasts to improve accuracy. Responsibilities also include enhancing payment controls, evaluating and implementing a Treasury Management System, and managing banking and payment processor relationships.
This role involves leading the end-to-end execution of various debt transactions, including warehouses and securitizations, from term sheet through close, while coordinating internal and external partners. Responsibilities also include managing investor diligence, analyzing collateral data, owning daily operations and reporting for facilities, and collaborating on capital structure forecasting.
The Collections Specialist will service a portfolio of small and medium-sized business customer accounts using various contact methods to collect outstanding balances, while negotiating sustainable payment plans that benefit both the customer and the business. This role involves leveraging legal collections processes professionally to drive resolution and achieving monthly goals for recovered payments.
