[Remote] Sales Development Representative
Note: The job is a remote job and is open to candidates in USA. Forward Financing is a financial technology company based in Boston, Massachusetts, focused on unlocking capital for small businesses across America. They are seeking a Sales Development Representative to engage with potential customers, convert financing applications, and drive lead conversion in a fast-paced sales environment.
Responsibilities
- Speak with business owners to assess goals, address questions, and present funding options as a solution to their business needs
- Master a high-volume auto-dialer environment, maintaining the stamina to deliver high-quality pitches on the 100th call of the day as effectively as the 1st
- Educate prospects on our product, the submission process, and the value proposition of our funding
- Drive urgency and clear call-to-actions to maximize submission volume
- Track lead activity, status, and outcomes in Salesforce
- Collaborate closely with the Manager, Direct Sales, Marketing, and Product for funnel improvements
Skills
- 1+ years in a sales, lead generation, or customer engagement role (high-volume environment a plus)
- Relentless follow-up game
- Great phone presence, fast typing, strong written communication
- Comfortable using tools like Dialpad, Salesforce, and Tableau
- Metric-driven mindset
- Able to juggle multiple conversations, stay organized, and follow internal processes and guidelines
- Background in application-based conversion flows (funding, insurance, etc.)
- Bilingual (Spanish)
Benefits
- Medical
- Dental
- Vision
- A flexible time-off policy
- Paid parental leave
- RRSP match
- Wellness reimbursement
- Volunteering days
- Annual professional development budget
- Charitable donation match
- Forward is proud to be a remote-first company, keeping workplace flexibility a top priority for our employees.
- Employees are welcome to work from one of our premiere office locations
Company Overview