Job Description
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, supporting top producers, managing data, and improving sales processes while ensuring effective communication and operational support. Responsibilities Transaction Support: Supporting the sales process from inquiry to close, ensuring all administrative tasks are completed accurately and on time Data Management: Enter and update partner information in Salesforce and other systems, maintaining the integrity and accuracy of the data Grooming data to maintain up to date information across all platforms Communication Coordination: Manage email and other communications, ensuring timely responses to internal and external queries Document Preparation: Prepare and organize sales documents, proposals, and contracts, ensuring they are accurate and ready for client review Meeting and Schedule Coordination: Organize and schedule meetings via Zoom, coordinating with team members and clients as necessary Reporting and Analysis: Assist in compiling reports and data analysis to support sales performance tracking and decision-making Modernizing reports to reflect the latest partner information Process Improvement: Contribute to the continuous improvement of sales processes and procedures, identifying opportunities for efficiency and effectiveness Refine processes to enhance operational efficiency Team Collaboration: Actively participate in team meetings and activities, contributing to a vibrant, high-energy work culture Operational Support: Guide partners through the use of proprietary systems for deal communication and tracking Cross-Department Communication: 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 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 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.