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 onboard
• Identify clients with a strong fit and pursue via research and creative outreach
• Onboard and train new partners with our system and workflow
• Review new partner applications, follow-up to ensure that all new partners are on-boarded efficiently and conduct our screening process
• Follow up with on-going deals and assist in closing deals with partners
• Manage daily submissions to drive revenue by establishing, managing, and maintaining a relationship with business partners
• Relentlessly improve your knowledge of the industry and Fora's funding process
• Covers for Account Executives when out of the office

What You Have :

• Experience involving sales or business development
• Demonstrate a solid sense of priority with a partner first mentality
• Excellent verbal, written, and listening skills
• Self-starter who has a desire to learn and grow with a track record of success; drive for achievement
• Ability to work independently and multi-task without supervision
• Bachelor's Degree
• Comfortable in a team environment
• Proficient in Microsoft office
• Knowledge in Salesforce / HubSpot / other lead gen tools is a plus

The Benefits of Working for Fora Financial :

• A good work / life balance
• Medical, Dental, Vision Coverage
• 401K 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
• Hybrid working model offering employees the option to work from home 2 days a week

Fora Financial is an Equal Opportunity Employer