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 Sales Coordinator, you will help push deals across the finish line by learning our industry and process. You will collaborate closely with Account Executives and work with our partners, customers, and other internal teams to ensure efficient and timely communication on all requests. You will be the point person to make sure we maintain a smooth customer and ISO experience for renewal prospects and renewal funding.
In this role you will:
Assist in the prospecting, processing, and approval stages by gathering bank statements and other stipulations from customers and our sales partners.
Respond promptly to sales partners and customers to confirm renewal eligibility.
Support the renewals team with administrative tasks such as confirming current balances, sending copies of contracts, and other sensitive information to our customers and sales partners.
Problem solve with internal teams to figure out opportunities for process improvement.
Talk directly to sales partners as needed to discuss and share submission and deal details.
Assist customers in their understanding of our product through inbound/outbound calls and emails.
Build strong relationships within the sales team and across the company.
Requirements:
(Even if you don’t check every box, but see yourself contributing, please apply.)
Advanced English fluency
Interest in a sales support role.
Bachelor’s degree preferred.
Proactive, strong communication skills, ability to prioritize.
Ability to learn quickly and a desire to grow within a sales organization.
Proficient in Microsoft Office: Word, Excel and PowerPoint.
Exceptional organizational skills.
Top notch phone etiquette - working with internal and external partners.
Skills Required
- Advanced English fluency
- Interest in a sales support role
- Bachelor's degree
- Proactive, strong communication skills and ability to prioritize
- Ability to learn quickly and desire to grow within a sales organization
- Proficient in Microsoft Office: Word, Excel, PowerPoint
- Exceptional organizational skills
- Top notch phone etiquette when working with internal and external partners
What the Team is Saying
Forward Financing Compensation & Benefits Highlights
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Healthcare Strength — Healthcare coverage is described as comprehensive, including medical, dental, vision, and mental‑health benefits with FSA/HSA options, and third‑party listings note abortion‑travel support. Family‑oriented provisions such as an onsite mother’s room and childcare benefits further reinforce depth.
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Leave & Time Off Breadth — Time off provisions include open/unlimited PTO, paid holidays and sick leave, bereavement, birthdays off, and paid volunteer time. Generous paid parental and family medical leave are also highlighted alongside flexible/hybrid/remote work options.
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Wellbeing & Lifestyle Benefits — Employees receive a monthly stipend usable for wellness, commuting, or home‑office needs, supported by wellness programs, fitness stipends, and onsite gym access. Charitable donation matching and paid volunteer time complement lifestyle and community engagement.
Forward Financing Insights
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.
