Jobs at Forward Financing

As a Collections Specialist, you will manage SMB customer accounts, negotiate payment plans, achieve recovery targets, and document accounts in Salesforce CRM.

The Customer Engagement Representative engages prospective clients to generate business, maintains client relationships, achieves sales targets, and provides exceptional customer service.

The Senior Customer Engagement Representative focuses on re-engaging previous clients with a paid in full balance, utilizing high-volume dialing, Salesforce for management, and mentoring junior representatives while optimizing performance metrics for conversion and revenue targets.

Lead end-to-end data science initiatives: design, deploy, and monitor ML/statistical models for credit risk, pricing, collections and fraud. Collaborate cross-functionally to integrate models into production, define model development standards, mentor team members, and maintain scalable ML pipelines and monitoring systems to drive measurable business impact.

Lead and deliver end-to-end data science projects: design, build, deploy, and monitor ML/statistical models for credit risk, pricing, collections, and fraud. Partner with cross-functional teams to integrate models into production, set model development standards, mentor engineers, and maintain reliable ML pipelines and monitoring systems.

Provide high-quality inbound/outbound phone, email, and chat support to customers and partners, meet SLA and KPI targets, handle routing to internal teams, participate in continuous improvement and 1:1 coaching, and maintain a positive, empathetic, customer-focused approach in a fast-paced environment.

The Senior Director of Inside Sales leads a team of over 70, focusing on sales strategy, performance management, and talent development to drive revenue growth in a high-volume, fast-paced fintech environment.

Manage a portfolio of small and medium business customers to grow relationships and secure additional capital. Analyze business profiles and financial history to recommend Forward Financing products. Use data and reporting to prioritize opportunities, own the sales process from approval to close, and meet monthly quotas while collaborating with underwriting and peers.

Manage a portfolio of small and medium business customers to grow relationships and identify additional capital solutions. Analyze business and financial histories, own the sales process from approval to close, use data to prioritize opportunities, and meet monthly quota in a fast-paced environment.

Lead and mature the internal audit function, establishing risk-based audit plans and ensuring compliance with U.S. financial regulations. Oversee audits across lending operations and technology, managing teams across multiple countries.

In this role, you will analyze portfolio performance, assess risk strategies, and report insights to management, aiding business growth.

The Senior Analyst, Portfolio Strategy will analyze pricing and credit strategies, manage portfolio risk, and support decision-making with data insights.

The Senior Analyst, Portfolio Strategy will provide insights to drive business growth, manage portfolio risk, and analyze pricing and profitability.

Design, deploy, and manage trigger-based customer journeys and automated HubSpot workflows. Leverage AI to draft, personalize, QA, and surface insights. Maintain HubSpot data integrity and Salesforce sync, enforce email/SMS compliance and deliverability best practices, and produce actionable performance intelligence that informs business decisions.

This role is responsible for prospecting and converting financing applications, engaging with small business owners, and driving measurable sales results through lead conversion.

Lead design and maintenance of automated end-to-end tests across internal and external systems, build AI/LLM evaluation frameworks, embed testing in CI/CD pipelines, promote shift-left quality practices, and transform manual processes into automation suites while collaborating with engineers and product managers.

The Sales Development Representative engages with SMB owners to drive lead conversion by addressing their concerns and presenting funding options. They manage high call volumes, track lead activity in Salesforce, and collaborate with other teams to improve the sales funnel.

Lead QA efforts to design and maintain automated end-to-end tests across internal and external systems, build evaluation frameworks for AI/LLM features, embed testing into CI/CD pipelines, foster a shift-left quality culture, and transform manual testing into automation while collaborating with engineers and product managers.

Design, build, and operate HubSpot-based lifecycle and trigger-driven customer journeys using AI to scale personalization. Maintain CRM data integrity and Salesforce sync, ensure compliance and deliverability, and translate campaign performance into actionable insights and reports.

The Staff Software Engineer - Applied AI will develop and integrate AI-powered systems and tools, driving innovation through experimentation and collaboration with cross-functional teams to deliver impactful solutions.