[Hiring] Sales Development Representative @Forward Financing

Role Description

We’re looking for a driven and persuasive Sales Development Representative to own one of the most important parts of our revenue funnel: prospecting previously approved customers who did not move forward, and converting partially completed financing applications into full submissions. These are a blend of warm and cold leads - SMB owners who’ve started the process but haven’t crossed the finish line or reviewed a prior offer and didn't move forward. Your job is to pick up the conversation, uncover what’s holding them back, build urgency, and help them complete their revenue-based financing application.

This role involves engaging in fast-paced conversations, addressing objections in real-time, and consistently driving measurable results through lead conversion. We are looking for an individual who is wanting to kick-start their career in a highly transactional, fast-paced sales environment.

• Speak with business owners to assess goals, address questions, and present funding options as a solution to their business needs
• Master a high-volume auto-dialer environment, maintaining the stamina to deliver high-quality pitches on the 100th call of the day as effectively as the 1st.
• Educate prospects on our product, the submission process, and the value proposition of our funding
• Drive urgency and clear call-to-actions to maximize submission volume
• Track lead activity, status, and outcomes in Salesforce
• Collaborate closely with the Manager, Direct Sales, Marketing, and Product for funnel improvements

Your success is measured by hard data. We expect the following:

• Consistent daily attainment of outbound call volume, talk time, and multi-channel touchpoints (SMS/Email).
• Monthly and quarterly revenue/KPI targets are treated as a floor, not a ceiling.
• Consistent Pipeline and Funnel Management - maintaining frequency and activity on potential leads and keeping all notes up to date in CRM (Salesforce)
• Ability to adapt in an evolving environment and team, and a willingness to shift focus on the fly

Qualifications

• Experience in a sales, lead generation, or customer engagement role
• Relentless follow-up game
• Great phone presence, fast typing, strong written communication
• Comfortable using tools like Dialpad, Salesforce, and Tableau
• Metric-driven mindset
• Able to juggle multiple conversations, stay organized, and follow internal processes and guidelines

Requirements

• Background in application-based conversion flows (funding, insurance, etc.)
• Bilingual (Spanish)

Benefits

• Annual Targeted Salary: $50,000 – $60,000 USD
• Monthly Variable: Potential to earn an additional $1,600 USD per month in variable compensation
• Comprehensive total rewards package, including but not limited to:
  • Medical, dental, vision
  • Commuter benefits
  • Flexible time-off policy
  • Paid parental leave
  • 401k match for US employees
  • Wellness reimbursement
  • Volunteering days
  • Annual professional development budget
  • Charitable donation match
• Remote-first company with workplace flexibility
• Opportunities for in-person collaboration at premiere office locations