Sales Development Representative

Summary

Forward Financing is a financial technology company focused on unlocking capital for small businesses across America. They are seeking a driven Sales Development Representative to prospect previously approved and partially completed customers, overcome objections, and convert leads into full financing submissions while driving measurable funnel results.

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
• 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

Skills

• Role 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
• Preferred: • Background in application-based conversion flows (funding, insurance, etc.)
• • Bilingual (Spanish)

Qualifications

Must Haves

• Role 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

Nice to Haves

• Preferred: • Background in application-based conversion flows (funding, insurance, etc.)
• • Bilingual (Spanish)

Benefits

• 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
• 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