Forward Financing logo
Forward Financing

A trusted source of fast, flexible funding for small businesses.

Funding Specialist

AdministrationAdministrationFull TimeRemoteMid LevelTeam 201-500Since 2012H1B No SponsorCompany SiteLinkedIn

Location

Northern America

Posted

12 days ago

Salary

C$67K - C$75K / year

Seniority

Mid Level

English

Job Description

Funding Specialist

Forward Financing

Role Description As a Funding Specialist, you will help push deals across the finish line by quickly learning our industry and process. You will be the point person to keep the wheels of the group moving. You will work with our Channel partners, ISOs, who connect us with the small businesses seeking working capital. You will learn the ins and outs of the small business financing sector, and what sets Forward Financing apart: reputation, transparency, speed, and most importantly, our people. In this role you will: - 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. - Work and communicate with ISO sales reps and decision makers to fund opportunities. - Proactively reach out to ISO sales reps to attempt to win deals through exceptions to deal terms. - Provide excellent customer service to our ISO partners; taking responsibility to resolve issues and build trust while creating a sense of urgency in a fast-paced, transactional sales environment. - Effectively collaborate with the underwriting team to drive profitable volume. - Manage the flow of deal requirements and help to keep the sales pipeline moving along in a timely manner. - Problem-solve with internal teams to figure out opportunities for process improvement. - Act with urgency to ensure timely responses to requests both internally and externally. Qualifications - 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 with a high volume of short sales cycle deal management. - 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. - Top notch phone etiquette - working with internal and external partners. - Strong customer service skills and ability to successfully manage difficult conversations and objections. Requirements - Annual Targeted Salary: $67,000 – $75,000 CAD - Monthly Variable: You have the potential to earn an additional $1,200 CAD per month in variable compensation. - Final offers are determined by a variety of factors, including the candidate's qualifications, relevant experience, specific skills, and internal equity. Benefits - Comprehensive total rewards package, including but not limited to: medical, dental, vision, a flexible time-off policy, paid parental leave, RRSP match, wellness reimbursement, volunteering days, annual professional development budget, and charitable donation match. - Remote-first company with workplace flexibility. - Opportunities for in-person collaboration at premiere office locations. 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.

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