Sales Development Representative
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.
About the role
We’re looking for a driven and persuasive Sales Development Representative 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.
Responsibilities
- 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
Requirements
- Experience in a sales, lead generation, or customer engagement role
- 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
Qualifications
- Background in application-based conversion flows (funding, insurance, etc.)
- Bilingual (Spanish)
Pay
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.
Final offers are determined by a variety of factors, including the candidate's qualifications, relevant experience, specific skills, and internal equity.
Benefits
- Medical, dental, vision, commuter benefits
- Flexible time-off policy
- Paid parental leave
- 401k match for US employees
- Wellness reimbursement
- Volunteering days
- Annual professional development budget
- Charitable donation match
Forward is proud to be a remote-first company, keeping workplace flexibility a top priority for our employees. Employees are welcome to work from one of our premiere office locations. We find virtual and in-person ways to get to know our colleagues, celebrate team wins, and have fun together!
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.