Manager, Customer Support

Reposted Yesterday
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Salt Lake City, UT
In-Office
85K-98K Annually
Mid level
Fintech • Financial Services
A trusted source of fast, flexible funding for US small businesses.
The Role
The Manager of Customer Support oversees the Client Services team, ensuring quality operations, managing team performance, and collaborating with various departments to promote a high standard of customer service.
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 Manager, Customer Support you will oversee the Operations Services team, to support the operations we provide for our company in the Post Decision. You will monitor and manage specific business operations support teams to ensure timely services that support our broader operations with the highest quality standards. You will oversee and monitor the experts appointed to your specific operations team. You will frequently collaborate with leaders from Operations, Quality, Process Improvement, and People & Culture departments. In addition, you will often interact with team members across Sales, Underwriting, Legal, and Account Servicing.

This position operates on a hybrid model, with a requirement of two days in office each week.

In this role you will:

  • Capacity & Performance Management: Direct the production capacity and performance of service operations, ensuring high-throughput results without compromising our rigorous quality standards.

  • Planning & Forecasting: Architect and execute comprehensive staffing plans and production goals to align with fluctuating business demands.

  • Continuous Improvement: Proactively identify, design, and implement process efficiencies that drive measurable value and elevate overall organizational performance.

  • High-Performance Advocacy: Cultivate a culture of excellence rooted in our core values, focusing on exceptional customer service, strict SLA adherence, and operational integrity.

  • Mentorship & Coaching: Serve as a dedicated guide for team members, providing consistent coaching and professional development to build a robust leadership pipeline.

  • Brand Ambassadorship: Model the company’s mission and values, ensuring that the team remains a collaborative, supportive, and results-driven environment where employees feel inspired to excel.

  • Cross-Functional Collaboration: Manage and mature relationships across all organizational departments to ensure seamless operational alignment and integrated performance.

  • Team Synergy: Foster a transparent and communicative environment that balances results with a supportive team dynamic.

Requirements:

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

  • Bilingual in English and Spanish.

  • Bachelor’s degree.

  • 2+ years of work experience managing service or operations-related groups.

  • Advanced computer skills.

  • Excellent written and verbal communication skills.

  • Ability to run statistics, understand them, and link them with the planning and production goals.

Compensation:

Annual Targeted Salary: $85,000 - $98,000 USD

Annual Target Bonus: 12%

At Forward Financing, we're committed to fair and transparent compensation. We believe in providing a compensation package that recognizes your skills, experience, and the unique value you bring to our team. We take a market-based approach to pay, regularly reviewing benchmark data to ensure our compensation remains competitive, equitable, and aligned with our performance-driven culture.

Final offers are determined by a variety of factors, including the candidate's qualifications, relevant experience, specific skills, and internal equity. This approach ensures that our compensation is competitive and equitable. Your recruiter will provide specific details on the expected base and variable earnings as it pertains to this specific role.

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

Advanced Computer Skills

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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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