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
Fora Financial provides flexible financing to small and medium-sized businesses to sustain and grow their enterprise. It was founded in 2008, and is headquartered in New York, New York, USA, with a workforce of 51-200 employees. Its website is https://www.forafinancial.com.Company H1B Sponsorship
Fora Financial has a track record of offering H1B sponsorships, with 2 in 2025, 1 in 2022, 2 in 2020. Please note that this does not guarantee sponsorship for this specific role.