Forward Financing small business customer
Forward Financing Logo

Forward Financing

Account Executive II, Renewals

Posted An Hour Ago
Be an Early Applicant
Remote
Hiring Remotely in Ontario, ON
Mid level
Remote
Hiring Remotely in Ontario, ON
Mid level
The Account Executive II, Renewals will manage a portfolio of small and medium businesses, analyze financial needs, drive sales processes, and ensure client satisfaction with Forward Financing's solutions.
The summary above was generated by AI

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.

As an Account Executive II, Renewals you will work with small and medium businesses to understand their needs and analyze their business to help them identify and secure the right financial product for their business. You will report to a Sales Manager, and collaborate frequently with underwriting and other Account Executives.

In this role you will:
  • Proactively manage your portfolio of small and medium businesses that are actively working with Forward Financing, focusing on growing the relationships and providing solutions for additional capital.

  • Effectively analyze business profiles and financial history to advise them whether Forward Financing products suit their needs and financial circumstances.

  • Leverage data and reporting to proactively attack your day and maximize your opportunities.

  • Own the sales process from approval through closing in an effort to crush monthly quotas.

  • Diligently balance your activity in a fast-paced environment.

Why you should apply:
  • Mission driven company: Forward is a trusted source of fast, flexible funding for small businesses that have often been underserved by traditional financing options. When you join the team, you will help ensure all small businesses have access to the financial support they need to succeed.

  • Flexibility is a top priority: Our employees are empowered to choose where they want to work (whether that’s from home, in the office, or a combination of both) with flexible hours.

Role Requirements:

(Even if you don’t check every box, but see yourself contributing, please apply.)

  • Bachelor’s degree.

  • 3+ years of experience in a sales-closing role.

  • Demonstrated success in setting and hitting goals.

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!

Forward Financing 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 $4.5 billion in funding to more than 87,000 small businesses. The company is A+ rated by the Better Business Bureau with an Excellent / 4.6 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.

US 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.

California Employee Privacy Policy

Similar Jobs at Forward Financing

Junior
Fintech • Financial Services
The Customer Engagement Representative engages prospective clients to generate business, maintains client relationships, achieves sales targets, and provides exceptional customer service.
Top Skills: Crm Software
Mid level
Fintech • Financial Services
The Applied AI Engineer will develop AI-powered solutions, architect backend systems, integrate AI services, and collaborate with cross-functional teams to enhance business capabilities.
Top Skills: Ai ApisAWSAws BedrockClaudeGoHugging FaceLangchainOpenaiPythonRubySnowflake
Senior level
Fintech • Financial Services
The Senior Manager, Brand Marketing will lead brand strategy, content marketing, social media, and corporate communications to enhance brand awareness and support customer acquisition.
Top Skills: Marketing Automation ToolMedia Monitoring ToolSocial Media Platforms

What you need to know about the San Francisco Tech Scene

San Francisco and the surrounding Bay Area attracts more startup funding than any other region in the world. Home to Stanford University and UC Berkeley, leading VC firms and several of the world’s most valuable companies, the Bay Area is the place to go for anyone looking to make it big in the tech industry. That said, San Francisco has a lot to offer beyond technology thanks to a thriving art and music scene, excellent food and a short drive to several of the country’s most beautiful recreational areas.

Key Facts About San Francisco Tech

  • Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Google, Apple, Salesforce, Meta
  • Key Industries: Artificial intelligence, cloud computing, fintech, consumer technology, software
  • Funding Landscape: $50.5 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Sequoia Capital, Andreessen Horowitz, Bessemer Venture Partners, Greylock Partners, Khosla Ventures, Kleiner Perkins
  • Research Centers and Universities: Stanford University; University of California, Berkeley; University of San Francisco; Santa Clara University; Ames Research Center; Center for AI Safety; California Institute for Regenerative Medicine

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account