Account Manager

Fora Financial is a technology-enabled provider of flexible financing to small and medium-sized businesses. The Account Manager role involves handling inbound requests from new partners while supporting top producers and learning the essentials of business development.

Responsibilities

• Supporting the sales process from inquiry to close, ensuring all administrative tasks are completed accurately and on time
• Enter and update partner information in Salesforce and other systems, maintaining the integrity and accuracy of the data
• Manage email and other communications, ensuring timely responses to internal and external queries
• Prepare and organize sales documents, proposals, and contracts, ensuring they are accurate and ready for client review
• Organize and schedule meetings via Zoom, coordinating with team members and clients as necessary
• Assist in compiling reports and data analysis to support sales performance tracking and decision-making
• Contribute to the continuous improvement of sales processes and procedures, identifying opportunities for efficiency and effectiveness
• Actively participate in team meetings and activities, contributing to a vibrant, high-energy work culture
• Guide partners through the use of proprietary systems for deal communication and tracking
• Facilitate communication between multiple departments to ensure smooth operations

Skills

• 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

Benefits

• 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
• Flexible Hybrid Schedule

Company Overview

Company H1B Sponsorship