Jobs at Fora Financial

Manage client renewals and identify growth opportunities with existing small-business customers. Cultivate and maintain a personal book of business (no cold calling), use Salesforce to track interactions, consultatively recommend financing solutions, collaborate with sales leaders, and participate in training to meet renewal targets and ensure high customer satisfaction.

Handle inbound leads from small business owners, learn consultative sales, manage pipeline in Salesforce, participate in structured training, collaborate with sales leaders, and work toward promotion to higher-earning roles.

Close business financing deals from warm inbound leads, manage a pipeline, build relationships with small and medium business owners, generate revenue, and meet/exceed monthly targets on a fast-paced sales floor (hybrid).

Manage daily cash operations, forecasting, liquidity and covenant monitoring. Prepare recurring reports, reconcile collateral data, support securitization/warehouse documentation, and partner across teams to optimize treasury and funding.

The Strategic Partnerships Manager will acquire new partners, manage partnerships, and drive business initiatives, emphasizing relationship building and financial literacy.

The Inside Sales Associate role focuses on training entry-level professionals in sales, helping small businesses with financing solutions, and promoting growth within the company.

Lead design and ownership of a modern data platform: ingestion, Snowflake governance, pipeline reliability, migrations, data contracts, observability, and AI-enabled tooling. Partner with Analytics, Engineering, and vendors to deliver trustworthy data products and operate production pipelines.