Forward Financing is a financial technology company based in Boston, Massachusetts with team members throughout the United States, Dominican Republic, and Canada. The company is on a mission to unlock the capital that fuels small businesses across America. Recognized as a Best Place to Work by Built In Boston and certified as a Great Place To Work®, Forward is investing in its employees, technology, and customer experience – with long-term success in mind every step of the way.
We’re looking for a driven and persuasive Sales Development Representative (SDR) to own one of the most important parts of our revenue funnel: prospecting previously approved customers who did not move forward, and converting partially completed financing applications into full submissions. These are a blend of warm and cold leads - SMB owners who’ve started the process but haven’t crossed the finish line or reviewed a prior offer and didn't move forward. Your job is to pick up the conversation, uncover what’s holding them back, build urgency, and help them complete their revenue-based financing application.
This role involves engaging in fast-paced conversations, addressing objections in real-time, and consistently driving measurable results through lead conversion. We are looking for an individual who is wanting to kick-start their career in a highly transactional, fast-paced sales environment.
In this role you will:Speak with business owners to assess goals, address questions, and present funding options as a solution to their business needs
Master a high-volume auto-dialer environment, maintaining the stamina to deliver high-quality pitches on the 100th call of the day as effectively as the 1st.
Educate prospects on our product, the submission process, and the value proposition of our funding
Drive urgency and clear call-to-actions to maximize submission volume
Track lead activity, status, and outcomes in Salesforce
Collaborate closely with the Manager, Direct Sales, Marketing, and Product for funnel improvements
Your success is measured by hard data. We expect the following:
Consistent daily attainment of outbound call volume, talk time, and multi-channel touchpoints (SMS/Email).
Monthly and quarterly revenue/KPI targets are treated as a floor, not a ceiling.
Consistent Pipeline and Funnel Management - maintaining frequency and activity on potential leads and keeping all notes up to date in CRM (Salesforce)
Ability to adapt in an evolving environment and team, and a willingness to shift focus on the fly
1+ years in a sales, lead generation, or customer engagement role (high-volume environment a plus)
Relentless follow-up game
Great phone presence, fast typing, strong written communication
Comfortable using tools like Dialpad, Salesforce, and Tableau
Metric-driven mindset
Able to juggle multiple conversations, stay organized, and follow internal processes and guidelines
Preferred:
Background in application-based conversion flows (funding, insurance, etc.)
Bilingual (Spanish)
Annual Targeted Salary: $50,000 – $60,000 USD
Monthly Variable: You have the potential to earn an additional $1,600 USD per month in variable compensation. The final payout of variable compensation is determined by achievement of performance metrics.
At Forward Financing, we're committed to fair and transparent compensation. We believe in providing a compensation package that recognizes your skills, experience, and the unique value you bring to our team. We take a market-based approach to pay, regularly reviewing benchmark data to ensure our compensation remains competitive, equitable, and aligned with our performance-driven culture.
Final offers are determined by a variety of factors, including the candidate's qualifications, relevant experience, specific skills, and internal equity. This approach ensures that our compensation is competitive and equitable. Your recruiter will provide specific details on the expected base and variable earnings as it pertains to this specific role.
Total Rewards:
Additionally, we offer a comprehensive total rewards package, including but not limited to: medical, dental, vision, commuter benefits, a flexible time-off policy, paid parental leave, 401k match for US employees, wellness reimbursement, volunteering days, annual professional development budget, and charitable donation match.
Forward is proud to be a remote-first company, keeping workplace flexibility a top priority for our employees. As a business, we are focused on impact; we are more concerned with your contributions to the success of the company than where you get your work done. To help facilitate in-person collaboration, employees are welcome to work from one of our premiere office locations.
When we aren’t collaborating to drive business and support our customers, we’re finding virtual and in-person ways to get to know our colleagues, celebrate team wins, and have fun together!
Our Core Values:
Drive the Mission: We believe in financial opportunity for underserved small businesses. We say “yes” when others say “no.”
Keep It Real: We value direct communication, candid feedback, and authenticity. We are an open book.
Act With Kindness: We create an environment where caring is cool and helping is the norm. We do the right thing.
Shoot for Extraordinary: We are inspired by innovative thinking and continuous improvement. We never settle for yesterday’s best.
About Us:
Forward Financing is a fintech company based in Boston, Massachusetts with team members throughout the United States, Dominican Republic, and Canada. The company is on a mission to unlock the capital that fuels small businesses across America. Whether facing challenges accessing traditional financing or simply needing a convenient, flexible solution, Forward is committed to funding more of the millions of small businesses nationwide. By simplifying the requirements, streamlining the process, and using advanced proprietary technology, Forward is often able to deliver approvals within hours and funds that same day – giving more businesses the financial opportunity they need to thrive. Plus, with their dedicated teams and award-winning service, customers get personalized support when they need it most.
Since 2012, Forward has expanded access to capital by providing over $4.8 billion in funding to more than 92,000 small businesses. The company is A+ rated by the Better Business Bureau with an Excellent / 4.7 stars rating on Trustpilot.com. Recognized as a Best Place to Work by Built In Boston and certified as a Great Place To Work®, Forward is dedicated to empowering both its team and the customers they serve, helping them succeed and thrive.
U.S. Equal Opportunity Employment Information
Forward Financing is proud to be an equal opportunity employer, and is committed to fostering a fair and inclusive culture built on a foundation of high performance and exceptional customer experience. With a laser focus on employee impact, we’re able to reduce biases and ensure the right people are in the right jobs to contribute to our mission. The varied perspectives of our people fuel innovation and make us a stronger team. By embracing what makes each of us unique, we create a supportive environment where people feel valued, accepted, and empowered to thrive.
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