Account Manager

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.ResponsibilitiesSupporting the sales process from inquiry to close, ensuring all administrative tasks are completed accurately and on timeEnter and update partner information in Salesforce and other systems, maintaining the integrity and accuracy of the dataManage email and other communications, ensuring timely responses to internal and external queriesPrepare and organize sales documents, proposals, and contracts, ensuring they are accurate and ready for client reviewOrganize and schedule meetings via Zoom, coordinating with team members and clients as necessaryAssist in compiling reports and data analysis to support sales performance tracking and decision-makingContribute to the continuous improvement of sales processes and procedures, identifying opportunities for efficiency and effectivenessActively participate in team meetings and activities, contributing to a vibrant, high-energy work cultureGuide partners through the use of proprietary systems for deal communication and trackingFacilitate communication between multiple departments to ensure smooth operationsSkillsExceptional Organizational Skills: Ability to manage multiple tasks and priorities in a fast-paced, highly transactional environmentTechnical Proficiency: Familiarity with Salesforce, Microsoft Office (especially Outlook), and the ability to quickly learn proprietary softwareEffective 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 interactionsDetail-Oriented: Keen attention to detail to ensure accuracy in all administrative tasks and communicationsAdaptability: Comfortable working in a dynamic environment with ability to adapt to changing priorities and processesTeam Player: Ability to work effectively within a small team, supporting colleagues and contributing to a positive work environmentTime Management: Excellent time management skills, with the ability to meet tight deadlines and manage multiple transactions dailyCustomer Service Orientation: A proactive approach to serving internal and external needsFeedback Integration: Skilled at gathering and effectively relaying feedback, tailoring communication to suit different audiencesBenefitsOpportunity for AdvancementMedical, Dental, Vision Coverage401k Plan with Company MatchGym Reimbursement for Employees on Medical PlansLife Insurance at No Cost to EmployeesGenerous Time Off PlanFlexible Spending and Commuter BenefitsFlexible Hybrid ScheduleCompany OverviewFora 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 SponsorshipFora 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.



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