Note: The job is a remote job and is open to candidates in USA. Forward Financing is a financial technology company focused on providing flexible capital to small businesses across America. The Sales Development Representative will prospect warm and cold leads, address objections, educate business owners about funding options, and convert incomplete or previously declined applications into completed submissions. The role emphasizes high-volume outreach, CRM management, and measurable sales and funnel performance.
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
- Consistent daily attainment of outbound call volume, talk time, and multi-channel touchpoints (SMS/Email)
- Monthly and quarterly revenue/KPI targets are treated as a floor, not a ceiling
- Consistent Pipeline and Funnel Management - maintaining frequency and activity on potential leads and keeping all notes up to date in CRM (Salesforce)
- Ability to adapt in an evolving environment and team, and a willingness to shift focus on the fly
Skills
- Experience in a sales, lead generation, or customer engagement role
- 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
- You have the potential to earn an additional $1,600 USD per month in variable compensation. The final payout of variable compensation is determined by achievement of performance metrics.
- Medical, dental, and vision benefits
- Commuter benefits
- A flexible time-off policy
- Paid parental leave
- 401k match for US employees
- Wellness reimbursement
- Volunteering days
- Annual professional development budget
- Charitable donation match
- Remote-first work arrangement with workplace flexibility
- Employees are welcome to work from one of our premiere office locations
- Virtual and in-person opportunities to get to know colleagues, celebrate team wins, and have fun together
Company Overview