Account Manager

The Account Manager role is great intro into Business Development where you will handle primarily inbound requests from new partners while supporting our top producers and learning what it takes to be a rockstar in the industry.

A Day in the Life - Tasks and Responsibilities: 

• Transaction Support: Supporting the sales process from inquiry to close, ensuring all administrative tasks are completed accurately and on time. 
• Data Management: Enter and update partner information in Salesforce and other systems, maintaining the integrity and accuracy of the data. Grooming data to maintain up to date information across all platforms.  
• Communication Coordination: Manage email and other communications, ensuring timely responses to internal and external queries. 
• Document Preparation: Prepare and organize sales documents, proposals, and contracts, ensuring they are accurate and ready for client review. 
• Meeting and Schedule Coordination: Organize and schedule meetings via Zoom, coordinating with team members and clients as necessary. 
• Reporting and Analysis: Assist in compiling reports and data analysis to support sales performance tracking and decision-making. Modernizing reports to reflect the latest partner information. 
• Process Improvement: Contribute to the continuous improvement of sales processes and procedures, identifying opportunities for efficiency and effectiveness. Refine processes to enhance operational efficiency. 
• Team Collaboration: Actively participate in team meetings and activities, contributing to a vibrant, high-energy work culture. 
• Operational Support: Guide partners through the use of proprietary systems for deal communication and tracking. 
• Cross-Department Communication: Facilitate communication between multiple departments to ensure smooth operations. 

Skills and Qualifications:  

• Exceptional Organizational Skills: Ability to manage multiple tasks and priorities in a fast-paced, highly transactional environment. 
• Technical Proficiency: Familiarity with Salesforce, Microsoft Office (especially Outlook), and the ability to quickly learn proprietary software. 
• Effective Communication: Strong written and verbal communication skills to clearly convey information and instructions within the team and to clients. Well-spoken, ensuring clarity and effectiveness in verbal interactions. 
• Detail-Oriented: Keen attention to detail to ensure accuracy in all administrative tasks and communications. 
• Adaptability: Comfortable working in a dynamic environment with ability to adapt to changing priorities and processes.  
• Team Player: Ability to work effectively within a small team, supporting colleagues and contributing to a positive work environment.  
• Time Management: Excellent time management skills, with the ability to meet tight deadlines and manage multiple transactions daily. 
• Customer Service Orientation: A proactive approach to serving internal and external needs. 
• Feedback Integration: Skilled at gathering and effectively relaying feedback, tailoring communication to suit different audiences. 

About Fora Financial

Fora Financial is a technology enabled, leading provider of flexible financing to small and medium sized businesses. Since our inception in 2008, we have supported more than 55,000 merchants nationwide with over $4 billion of capital used for a variety of purposes, from funding everyday operating expenses to managing cash flow gaps to facilitating business expansion, and much more. Leveraging our proprietary technology, Fora Financial is able to deliver capital to our customers via a streamlined and simple process that can be completed in as little as 24 hours, compared with the weeks or even months it often takes for a business to receive a bank loan.

Over the past seventeen years, Fora Financial has grown from two founders in a small Manhattan workspace to a company of nearly 200 employees. Fora Financial prides itself on being a partner-centric organization, offering a customized funding approach, collaborating with our small-business customers to understand their needs in a dynamic and ever-changing economic environment.

We offer a competitive salary, growth potential, and a casual yet professional hybrid work environment. Located in the heart of midtown Manhattan, you can enjoy lunch downstairs listening to the summer band series or around the corner in Bryant Park. After work, you can hop on a Citi Bike to ride to the Hudson River Park, take a stroll to a show on Broadway or attend an event at Madison Square Garden. Our office sets the stage for our employees’ success and well-being. We provide all the tools and support needed to maximize your career potential, in addition to perks and extras like daily breakfasts, endless snacks, catered lunches, a chill lounge/games area and more. While we work very hard, we do not take ourselves too seriously. We enjoy a family-like camaraderie that fosters a passion for success in each Fora Financial Team member. 

The Benefits of Working for Fora Financial:

• Opportunity for Advancement
• Medical, Dental, Vision Coverage
• 401k Plan with Company Match
• Gym Reimbursement for Employees on Medical Plans
• Life Insurance at No Cost to Employees
• Generous Time Off Plan
• Flexible Spending and Commuter Benefits
• Base Salary $55,000-$65,000 annually plus variable commission 
• Flexible Hybrid Schedule 

Fora Financial is an Equal Opportunity Employer. We are committed to fostering a diverse and inclusive workplace where all individuals are treated with respect and dignity. We do not discriminate on the basis of race, color, religion, sex, gender identity, sexual orientation, national origin, disability, age, veteran status, or any other legally protected status under local, state, or federal law. Fora Financial provides reasonable accommodations for qualified individuals with disabilities. If you need assistance or accommodations due to a disability during the application process, please contact [email protected].