Renewals Account Executive

Reposted 21 Days Ago
Be an Early Applicant
New York City, NY, USA
In-Office
Entry level
Financial Services
The Role
The Renewals Account Executive will oversee client renewals, discover growth opportunities, and ensure customer satisfaction through consultative sales and communication.
Summary Generated by Built In

As a Renewals Account Executive, the goal of your role is to oversee client renewals, discover growth opportunities, and ensure high customer satisfaction. Using a consultative approach and active listening skills, you will gain knowledge of each business’s unique challenges and needs, working across a group of lenders, including Fora Financial to offer the most appropriate financing solution available to generate Renewal business from our past and current small business customers.

A Day in the Life of a Renewals Account Executive:

  • You will work with our existing customer base speaking with business owners and their representatives to align their needs for capital with the appropriate financing option(s)
  • You will receive and cultivate your own book of business (i.e., no cold calling), communicating with merchants throughout the day to gather information and utilize Salesforce to organize and update those interactions  
  • You will collaborate with a team of experienced sales leaders, learning and evolving a core set of sales strategies and techniques through ongoing training and development

About Fora Financial

Fora Financial is a technology enabled, leading provider of flexible financing to small and medium sized businesses. Since our inception in 2008, we have supported more than 55,000 merchants nationwide with over $5 billion of capital used for a variety of purposes, from funding everyday operating expenses to managing cash flow gaps to facilitating business expansion, and much more. Leveraging our proprietary technology, Fora Financial is able to deliver capital to our customers via a streamlined and simple process that can be completed in as little as 24 hours, compared with the weeks or even months it often takes for a business to receive a bank loan.

Over the past eighteen years, Fora Financial has grown from two founders in a small Manhattan workspace to a company of nearly 200 employees. Fora Financial prides itself on being a partner-centric organization, offering a customized funding approach, collaborating with our small-business customers to understand their needs in a dynamic and ever-changing economic environment.

We offer a competitive salary, growth potential, and a casual yet professional hybrid work environment. Located in the heart of midtown Manhattan, you can enjoy lunch downstairs listening to the summer band series or around the corner in Bryant Park. After work, you can hop on a Citi Bike to ride to the Hudson River Park, take a stroll to a show on Broadway or attend an event at Madison Square Garden. Our office sets the stage for our employees’ success and well-being. We provide all the tools and support needed to maximize your career potential, in addition to perks and extras like daily breakfasts, endless snacks, catered lunches, a chill lounge/games area and more. While we work very hard, we do not take ourselves too seriously. We enjoy a family-like camaraderie that fosters a passion for success in each Fora Financial Team member. 

The Benefits of Working for Fora Financial:
  • Opportunity for Advancement
  • Medical, Dental, Vision Coverage
  • 401k Plan with Company Match
  • Gym Reimbursement for Employees on Medical Plans
  • Life Insurance at No Cost to Employees
  • Generous Time Off Plan
  • Flexible Spending and Commuter Benefits

Fora Financial is an Equal Opportunity Employer


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The Company
HQ: New York, NY
168 Employees
Year Founded: 2008

What We Do

Fora Financial was founded in 2008, with the mission to provide capital funding to small business under a simple and seamless process. We are passionately driven to solve business owners’ biggest challenge to success: access to capital. With Fora Financials’ help, small business can finally unlock potential to reach new heights. Fora Financial is a leading business financing lender, that has provided over $2 billion to more than 25,000 business owners nationwide. We provide fast, flexible financing for small to mid-sized businesses so that they can invest in their operations however they see fit. At Fora Financial, we provide a customized funding approach, listening to customers and understanding their needs in an ever-changing financial market. Located in new offices in New York and Miami, the Fora Financial team is responsible for providing our clients with personalized consultative support. We are a partner-centric organization, and we pride ourselves on supporting the small business community. Refer a Business: https://www.forafinancial.com/refer-a-business/ Twitter: https://twitter.com/ForaFinancial Facebook: https://www.facebook.com/Fora.Financial Google + https://plus.google.com/u/0/b/113013521388772008065/113013521388772008065/posts

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