Sales Development Representative
United StatesJob Description
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We’re looking for a driven and persuasive Sales Development Representative to own one of the most important parts of our revenue funnel: prospecting previously approved customers who did not move forward, and converting partially completed financing applications into full submissions. These are a blend of warm and cold leads—SMB owners who’ve started the process but haven’t crossed the finish line or reviewed a prior offer and didn’t move forward. Your job is to pick up the conversation, uncover what’s holding them back, build urgency, and help them complete their revenue-based financing application.
This role involves engaging in fast-paced conversations, addressing objections in real-time, and consistently driving measurable results through lead conversion. We are looking for an individual who is wanting to kick-start their career in a highly transactional, fast-paced sales environment.
In this role you will:
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
Your success is measured by hard data. We expect the following:
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
Role Requirements:
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
Preferred:
Background in application-based conversion flows (funding, insurance, etc.)
Bilingual (Spanish)
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Forward Financing
View Company ProfileForward Financing (operating at forwardfinancing.com) is a financial technology platform engineered for small businesses seeking fast, flexible capital solutions. Founded in 2012 and headquartered in Boston, Massachusetts, Forward Financing addresses the funding gaps faced by small businesses by offering revenue-based financing and business loans with transparent terms. Under the hood, the company leverages fintech infrastructure to streamline applications and disburse funds quickly, enabling businesses to access capital for any purpose without the lengthy processes of traditional lenders. This allows small business owners to secure funding tailored to their needs, with over $5 billion in lifetime funding provided to more than 95,000 businesses. Recognized for its workplace culture, Forward Financing is certified as a Great Place to Work and maintains an A+ rating with the Better Business Bureau.
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