Forward Financing

Developing and executing channel sales strategies to drive revenue growth and managing partner relationships. | 5+ years in channel sales or business development in financial services, proven track record of growing revenue, strong negotiation and relationship skills. | 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. The Channel Account Manager will be assigned a portfolio of ISOs in a designated region and will be responsible for developing and executing channel sales strategies to drive revenue growth within that region. Your primary objective will be to drive funding volume and profitability growth across sales verticals by developing and implementing targeted initiatives, negotiating favorable contract terms, and strengthening partner relationships. Responsibilities Portfolio Profitability & Revenue Growth: You will be held accountable for exceeding all key performance targets, including revenue, profitability, and funding volume. This involves managing the entire sales funnel, identifying high-growth opportunities, and making data-driven decisions to grow your book across sales verticals while ensuring ISOs remain compliant to legal standards and regulations. Strategic Negotiation & Account Management: Build business-centric partnerships, dive deep into your ISOs' operating models, negotiate contracts to secure favorable terms, drive adoption of new initiatives, and maximize the profitability of every partnership. Conduct Actionable Market Analysis: Conduct and report on market research and competitive analysis with one goal in mind: identifying new revenue opportunities and threats. Your insights will directly inform our sales strategy. Sales Enablement and Support: Conduct regular sales training sessions and workshops for ISOs to enhance their product knowledge, sales skills, and understanding of the company's value proposition. This includes providing sales tools, marketing collateral, product updates, and pitching them on all of the benefits Forward Financing has to offer (ie. API capabilities). Cross-Functional Collaboration: Ensure seamless ISO operations by collaborating with internal teams as needed to maintain ISO compliance, implement growth initiatives, and coordinate with operational teams. Qualifications Experience: 5+ years in channel sales management, regional sales, or business development, preferably in revenue-based financing or financial services. Proven Closer: A documented track record of not just managing a book of business, but measurably growing its revenue and profitability. Relationship Management: Exceptional interpersonal and communication skills to build rapport and trust with diverse channel sales teams. Strategic Thinking: Ability to develop and execute strategic plans, analyze market data, understand funnel metrics and identify growth opportunities. Negotiation and Influence: Demonstrated ability to negotiate, influence, and motivate external partners. Travel: Willingness to travel frequently within the assigned region to engage with ISO teams (10 days / month). 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. California Employee Privacy Policy

Lead a team managing portfolio strategy and analytics for a billion-dollar portfolio, designing monitoring frameworks, analyzing performance, and influencing senior management. | 6+ years analytical experience with credit risk or pricing strategy, 2+ years managing a team, proficiency in SQL and Tableau, strong quantitative skills, and preferred Python and lending experience. | 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 the Manager, Portfolio Strategy, you will play a critical role in driving the growth of our business by owning the health and strategy of our Billion $+ portfolio. Reporting to the Director of Portfolio Strategy, you will move beyond general analysis to design and implement robust monitoring frameworks that serve as the "early warning system" and "performance gauge" for the organization. You will be responsible for end-to-end analytics workflows: defining success metrics, assessing the efficacy of recently implemented strategies, and proactively suggesting improvements to optimize profitability and risk. In this role you will: Develop and manage a team of analysts responsible for overseeing the overall portfolio management of the company. Own the design and implementation of robust monitoring frameworks to track the health of a Billion $+ portfolio. Monitor performance metrics continuously to detect anomalies in portfolio health and socialize these findings across the organization. Own the development and maintenance of reporting dashboards using Tableau and SQL to visualize portfolio trends, ensuring data requirements are met for accurate tracking Assess the actual impact of new strategies (including A/B testing) on the current portfolio against initial expectations, specifically focusing on recently implemented pricing and risk initiatives. Generate data-driven insights and hypotheses to suggest improvements to existing acquisition, credit and pricing strategies. Present findings in a clear and concise manner to influence stakeholders and senior management regarding necessary adjustments to pricing or credit policy. Analyze industry market trends to ensure Forward Financing remains competitive and agile in its portfolio strategy. Why you should apply: Opportunity to shape the pricing and overall risk strategy for a market leading revenue-based financing company. 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: 6+ years of experience in an analytically driven role (finance, analytics, consulting, etc.). Strong hands-on experience managing credit risk or pricing strategies required. 2+ years of experience managing a team. Intellectual curiosity and strong quantitative skills Self-starter with drive to outperform and attention to detail Ability to build long-lasting relationships with key contacts at all levels of the organization Proficient in SQL, Tableau (or similar) Advanced skills with Microsoft Excel, PowerPoint, and related tools. Preferred: Python programming skills Preferred: consumer or small business lending experience Compensation: Annual Targeted Salary: $170,000– $215,000 USD Annual Target Bonus: 10% 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. California Employee Privacy Policy

Lead and coach a team of Account Managers to drive revenue growth, manage sales processes and partner relationships, and utilize analytics for forecasting and territory planning. | 5+ years sales experience, 2+ years managing sales reps, channel sales experience, ability to coach and drive results, and preferably a bachelor's degree. | 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 Manager, Channel Sales, you will lead a growing team of high performing Account Managers with the goal of helping the team continue to grow and improve. Within New Sales, your primary focus should be on increasing profitable funding volume through relentless improvement of the sales processes and partner relations. You should strive to provide best-in-class service and experience to our partners, build lasting relationships with key decision makers and creatively problem-solve issues as they arise. We are looking for a driven, capable, and adaptable leader who thrives in a startup environment and uses resourcefulness to solve problems. In this role you will: • Drive revenue growth and exceed funding volume targets through effective team leadership, coaching, and strategic planning. • Onboard, train and manage performance for a team of high-performing Account Managers. • Foster a culture of success, continuous improvement, and inclusion. • Guide team on the appropriate sales activities, KPIs, best practices, & communication paths that lead to continuous success. • Display ownership and accountability over your team's partner portfolio - understand strengths, weaknesses, threats, opportunities. • Support team with deal flow questions - provide guidance to the team on driving deals across the finish line. • Utilize analytics and CRM tools to manage sales forecasts, pipeline activities, and territory planning, ensuring strategic and accurate use of data. • Work alongside other departmental stakeholders to enhance product offerings, optimize market penetration and portfolio growth. Requirements: (Even if you don’t check every box, but see yourself contributing, please apply.) • 5+ years sales experience. • 2+ years’ experience managing sales reps. • Experience coaching a team and driving results. • Ability to learn quickly. • Experience in Channel Sales. • Bachelor’s degree (Preferred). 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. Perks & Benefits: At Forward, our team members are at the heart of our company, and we are committed to taking care of them as people, not just employees. We offer a comprehensive benefits package, including but not limited to: medical, dental, vision, and 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. Workplace flexibility is a top priority at Forward too. Our Employee Choice policy means that almost all of our employees get to decide where they work. 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. If face-to-face time is desired, people managers are empowered to find a cadence that works for their team. 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! 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. California Employee Privacy Policy #BI-Remote

Manage a portfolio of small business accounts by contacting customers via calls, texts, and emails to negotiate payment plans and document account status in Salesforce CRM. | 5+ years customer service/sales/collections experience, bilingual English/Spanish, strong communication and negotiation skills, ability to multitask and work independently, and preferably a bachelor's degree or equivalent experience. | 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 an Account Specialist, you will play a critical role in helping small business owners navigate their outstanding balance on their revenue-based financing by directly negotiating with them. You will work directly with customers undergoing financial hardship, leveraging legal processes to create payment plans that benefit the customer and Forward Financing. In this role you will: • Service a portfolio of small and medium sized business (SBM) customer accounts using a variety of contact methods to collect include calling, text messages, and emails. • Negotiate with customers to establish payment plans that are sustainable and meet Forward business objectives. • Achieve monthly goals of recovered payments from customers, meeting or exceeding incentive compensation targets. • Professionally leverage and speak to legal collections processes to drive customer engagement and resolution. • Regularly document the status of account(s) and next steps in Salesforce CRM. Required Skills and Experience: (Even if you don’t check every box, but see yourself contributing, please apply.) • Bachelor’s Degree preferred or equivalent work experience. • 5+ years of professional Customer Service/Sales/ Collections experience. • Ability to listen to customer needs, communicate effectively, respond empathetically and recover monthly targets of past due customer balances. • Team player who asks questions and takes the initiative to suggest improvements on current processes and systems. • Strong analytical and written communication skills with high attention to detail. • Competitive nature with ability to maintain focus and complete tasks independently. • Ability to navigate multiple computer programs simultaneously. • Bilingual in English and Spanish Why you should apply: • Meaningful work. Each day, you will directly support small business owners in need of payment relief - offering the flexibility our financing is designed to provide. • 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). • Performance based compensation. Our commitment to performance-driven success is reflected in our incentive-based programs, designed to motivate and reward employees for their contributions. This role includes a monthly performance-based incentive, ensuring that your hard work and results directly impact your earnings. #LI-Remote 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 approvals within hours and funds that 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 $3.7 billion in funding to more than 75,000 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. Perks & Benefits: At Forward, our team members are at the heart of our company, and we are committed to taking care of them as people, not just employees. We offer a comprehensive benefits package, including but not limited to: medical, dental, vision, and 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. Workplace flexibility is a top priority at Forward too. Our Employee Choice policy means that almost all of our employees get to decide where they work. 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. If face-to-face time is desired, people managers are empowered to find a cadence that works for their team. 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! 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. California Employee Privacy Policy #BI-Remote