Account Executive: Strategic Partnerships

Fora Financial in New York, New York, USA

Industry

Financial Services

Opportunity Type

Full-Time

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 fourteen years, Fora Financial has grown from two founders in a small Manhattan workspace to a company of nearly 150 employees with new offices in New York and Miami. 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 CitiBike 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. If this sounds like an environment you would be passionate to work in – apply now! 

Job Role:

  • Acquire net-new clients by providing Junior Debt facilities ranging from $100k to $3m+
  • Identify & forge new partnerships & alliances; pursue via research, A/B testing, & creative outreach
  • Manage inbound leads, qualify and conduct due diligence for partnerships
  • Engage actively in industry events, conferences and forums to strengthen Fora’s reach & brand
  • Maintain and expand existing relationships across Fora's network of Lower Middle Market Partners
  • Work directly with Fora’s leaders to evolve Fora’s capital product offerings & business processes
  • Collaborate with UW, Marketing & Customer Success to execute strategic business initiatives

Requirements:

  • 3+ years in sales or business development; financial services is a plus!
  • Demonstrated track record to self-generate & close transactions
  • Financial literacy and fluency – able to interpret and leverage financial statements 
  • Strong written and verbal communication, analytical, and listening skills with an approach focused on win-win outcomes
  • Astute sense of urgency with a partner first mentality
  • Humility & altruism; showcase vulnerability to support personal and team growth
  • Comfort establishing relationships remotely via zoom, phone and email
  • Ability to work independently and multi-task without supervision
  • Ability to travel to markets and sales meetings as appropriate, 15-30%

The Benefits of Working for Fora Financial:

  • Attractive company subsidized Medical, Dental and Vision plans with leading insurance providers
  • 401K Plan with Company Match
  • Life Insurance at No Cost to Employees
  • Generous Time Off Plan Including Rollover Vacation Days
  • Commuter Benefits
  • Health Care and Dependent Care Flexible Spending
  • Weekly breakfast, snacks and Friday lunches provided onsite
  • Hybrid working model offering employees the option to work from home 2 days a week

*Base Salary + Commission Plan

Fora Financial is an Equal Opportunity Employer

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