Business Development Representative

Posted 2 Days Ago
Be an Early Applicant
Hiring Remotely in Alberta, AB
Remote
Junior
Fintech • Financial Services
A trusted source of fast, flexible funding for US small businesses.
The Role
The Business Development Representative will develop relationships, generate new business, and maintain client interactions through calls and emails while ensuring client satisfaction and meeting targets.
Summary Generated by Built In

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 a Business Development Representative you will be hands-on to develop relationships with prospective clients and maintain effective relationships with existing customers. You will be responsible for generating new business through outbound calls, emails, and other resources. This will require learning about our industry, clients, other internal processes, and culture at Forward Financing. You will report to the Customer Engagement Manager in our Boston office while collaborating daily with Sales, Marketing, Operations and other leaders across Forward Financing both in our Santiago and Boston office, providing gold standard support.

In this role you will:
  • Engage with prospective clients that are part of our Renewals portfolio to generate new business.

  • Maintain, cultivate, increase deals and relationships into actual submissions.

  • Reach your weekly targets, maintaining organized traceability of all your communications.

  • Provide prompt and anticipated responses to our clients.

  • Deploy strategies focused on providing world-class service to our clients, addressing their requests, needs, and problems until resolution.

  • Monitor and provide actionable insights to management based on engagement metrics and client feedback.

  • Be the strongest brand ambassador of our culture

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.

  • 1+ years of experience in sales or business development roles.

  • Demonstrated success in setting and hitting goals.

  • Client-focused, service-oriented, relationship builder.

  • Excellent written and verbal communication skills.

  • Experience with CRM software.

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 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. 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. Forward offers revenue-based financing – delivering an upfront sum of working capital in exchange for a set amount of the business’s future revenue. By simplifying the requirements, streamlining the process, and using advanced proprietary technology, Forward is often able to deliver funds 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 $4.1 billion in funding to more than 80,000 small businesses. The company is A+ rated by the Better Business Bureau with an Excellent / 4.7 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.

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Top Skills

Crm Software

What the Team is Saying

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The Company
HQ: Boston, MA
529 Employees
Year Founded: 2012

What We Do

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. Forward has been recognized as a Best Place to Work by Built In and is certified as a Great Place To Work.® We’re investing in our employees, technology, and customer experience – with long-term success in mind every step of the way.

Want to learn more? Visit: forwardfinancing.com/careers

Why Work With Us

We’re building a place where our people want to run to work every day. Here, you’ll be with colleagues who work together towards shared goals and challenge you to bring your best; you’ll work with leaders who support your professional growth and want to see you succeed.

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Forward Financing Offices

Remote Workspace

Employees work remotely.

Our Employee Choice policy allows most team members to choose if they’d like to be fully remote, work in our Boston headquarters, the office in the DR, or a hybrid combination.

Typical time on-site: None
HQBoston, MA
Santiago, DO
Learn more

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