Customer Success Specialist

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 25,000 merchants nationwide with over $2 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 200 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!A Day in the Life of a Customer Success Specialist:Manage inbound leads (no cold calling), qualify, and conduct due diligence on potential partners who want to onboardIdentify clients with a strong fit and pursue via research and creative outreachOnboard and train new partners with our system and workflowReview new partner applications, follow-up to ensure that all new partners are on-boarded efficiently and conduct our screening processFollow up with on-going deals and assist in closing deals with partnersManage daily submissions to drive revenue by establishing, managing, and maintaining a relationship with business partnersRelentlessly improve your knowledge of the industry and Fora's funding processCovers for Account Executives when out of the officeWhat You Have:Experience involving sales or business developmentDemonstrate a solid sense of priority with a partner first mentalityExcellent verbal, written, and listening skillsSelf-starter who has a desire to learn and grow with a track record of success; drive for achievementAbility to work independently and multi-task without supervisionBachelor's DegreeComfortable in a team environmentProficient in Microsoft officeKnowledge in Salesforce/HubSpot/other lead gen tools is a plusThe Benefits of Working for Fora Financial:A good work/life balanceMedical, Dental, Vision Coverage401K MatchLife Insurance at No Cost to EmployeesGenerous Time Off Plan Including Rollover Vacation DaysCommuter BenefitsHealth Care and Dependent Care Flexible SpendingHybrid working model offering employees the option to work from home 2 days a weekFora Financial is an Equal Opportunity Employer

Created: 2024-11-12