Account Executive II, Renewals

Forward Financing
Ontario, Alberta
Workplace: RemoteFull timeFunction: SalesExperience: 3+ yearsEducation: bachelorsSkills: ["Communication","Relationship-building","Negotiation","Problem-solving","Time-management"]

Account Executive II, Renewals drives renewal sales for SMBs, analyzes client profiles and financial history to match Forward Financing products, and owns the end-to-end sales process from approval to closing. You’ll leverage data to maximize opportunities, manage a portfolio, and collaborate with underwriting and peers in a fast-paced, remote-forward environment to hit monthly quotas and grow existing relationships.

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Forward Financing
Forward Financing
4 months ago

Account Executive II, Renewals

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Source: Company careers pageValidated by: Fursa AI
Last checked: 13 hours agoStatus: Live

Job Summary

Account Executive II, Renewals drives renewal sales for SMBs, analyzes client profiles and financial history to match Forward Financing products, and owns the end-to-end sales process from approval to closing. You’ll leverage data to maximize opportunities, manage a portfolio, and collaborate with underwriting and peers in a fast-paced, remote-forward environment to hit monthly quotas and grow existing relationships.
Location: Ontario, Alberta
Workplace: Remote
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Proactively manage a portfolio of SMBs, growing relationships and providing solutions for additional capital.
  • •Analyze business profiles and financial history to advise on product fit for clients.
  • •Leverage data and reporting to maximize opportunities and day-to-day effectiveness.
  • •Own the sales process from approval through closing to achieve monthly quotas.
  • •Balance activity in a fast-paced environment while maintaining high service levels.

Pay and Benefits

Perks:MedicalDentalVisionCommuter BenefitsParental Leave401k MatchWellness StipendVolunteering DaysDonation Match

Key Requirements

  • •Bachelor’s degree
  • •3+ years of experience in a sales-closing role
  • •Demonstrated success in setting and hitting goals
  • •Ability to analyze business profiles and financial history to match products to needs
  • •Proactive, quota-driven with strong relationship management
Experience:3+ yearsFintechFinancial servicesSMB
Education:Bachelor's
Skills:CommunicationRelationship-buildingNegotiationProblem-solvingTime-management
Tech Stack:Data analyticsReporting

Company Brief

Forward Financing
Forward Financing is a Boston-based fintech lender that provides fast, flexible revenue-based working capital to small businesses nationwide, using proprietary underwriting and capital markets facilities to deliver timely funding solutions.
Industry: Lending
Company Size: Large (251 to 1,000 employees)
Growth: Scaleup
Funding: Private Equity Backed
Headquarters: Boston, United States
Founded: 2012
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Glassdoor: 4.7
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