Teams at Fora Financial

Serve as the first contact for small business owners exploring financing solutions. Manage inbound leads in Salesforce, track pipeline activity, conduct consultative sales conversations, and develop communication and listening skills through structured training. Collaborate with sales leaders and colleagues while working toward promotion to Capital Specialist within approximately 6–12 months based on performance.

Provides advanced IT infrastructure and support, mentors Level I technicians, manages enterprise computing platforms, and oversees configuration, performance, availability, and resource management. Coordinates 24/7 incident response, maintains SLA and OLA compliance, communicates with users, documents resolutions, and collaborates on ServiceDesk, networking, security, and infrastructure projects. Requires expertise in Office 365, Azure, Palo Alto Prisma, computer hardware, and Layer 1–3 network protocols.

Manage client renewals and identify growth opportunities with existing small-business customers. Cultivate and maintain a personal book of business (no cold calling), use Salesforce to track interactions, consultatively recommend financing solutions, collaborate with sales leaders, and participate in training to meet renewal targets and ensure high customer satisfaction.