Senior Customer Success Manager, RMM - New York City
•Toast· 13h
SupportFull-time$96k-96kAmericas
13h ago
Forward Financing·21 days ago
Forward Financing is a financial technology company based in Boston, Massachusetts with team members throughout the United States, Dominican Republic, and Canada. The company is on a mission to unlock the capital that fuels small businesses across America. Recognized as a Best Place to Work by Built In Boston and certified as a Great Place To Work®, Forward is investing in its employees, technology, and customer experience – with long-term success in mind every step of the way.
The Inside Channel Account Manager will be assigned a large portfolio of small to medium-sized ISOs across the US and will be responsible for developing and executing inside channel sales strategies to drive revenue growth. Your primary objective will be to drive funding volume and profitability growth across sales verticals by developing and implementing targeted initiatives, negotiating favorable contract terms, and strengthening partner relationships.
Portfolio Profitability & Revenue Growth: You will be held accountable for exceeding all key performance targets, including revenue, profitability, and funding volume. This involves managing the entire sales funnel for a high volume of accounts, identifying high-growth opportunities within the small ISO segment, and making data-driven decisions to grow your book across sales verticals while ensuring ISOs remain compliant with legal standards and regulations.
Strategic Negotiation & Process Optimization: Execute a high-volume, performance-driven account management strategy, leveraging virtual communication (phone, email, video conference) to manage partnerships efficiently. Systematically analyze ISO operating models to identify process bottlenecks and negotiate contract terms that streamline internal workflows, drive swift adoption of new company initiatives, and maximize portfolio profitability through rigorous process adherence and optimization.
Conduct Actionable Market Analysis: Conduct and report on market research and competitive analysis with one goal in mind: identifying new revenue opportunities and threats within the small ISO market segment. This includes identifying and prioritizing ISOs that demonstrate high potential for partnership and growth based on factors such as current volume, market reputation, and alignment with our target customer profile.
Sales Enablement and Support: Conduct regular remote sales training sessions and webinars for ISOs to enhance their product knowledge, sales skills, and understanding of the company's value proposition. This includes providing sales tools, marketing collateral, product updates, and pitching them on all of the benefits Forward Financing has to offer (i.e., API capabilities).
Cross-Functional Collaboration: Ensure seamless ISO operations by collaborating with internal teams as needed to maintain ISO compliance, implement growth initiatives, and coordinate with operational teams.
Experience: 1+ years in channel sales management, regional sales, or business development, preferably in revenue-based financing or financial services. 3+ years in a quota carrying sales role.
Proven Closer: A documented track record of not just managing a book of business, but measurably growing its revenue and profitability.
Relationship Management: Exceptional interpersonal and communication skills to build rapport and trust with diverse channel sales teams. Strong phone presence and comfort leading video conferencing sessions.
Strategic Thinking: Ability to develop and execute strategic plans, analyze market data, understand funnel metrics and identify growth opportunities.
Negotiation and Influence: Demonstrated ability to negotiate, influence, and motivate external partners remotely
No travel is required: Must be able to manage accounts effectively remotely
Total Rewards:
Additionally, we offer a comprehensive total rewards package, including but not limited to: medical, dental, vision, commuter benefits, a flexible time-off policy, paid parental leave, 401k match for US employees, wellness reimbursement, volunteering days, annual professional development budget, and charitable donation match.
Forward is proud to be a remote-first company, keeping workplace flexibility a top priority for our employees. As a business, we are focused on impact; we are more concerned with your contributions to the success of the company than where you get your work done. To help facilitate in-person collaboration, employees are welcome to work from one of our premiere office locations.
When we aren’t collaborating to drive business and support our customers, we’re finding virtual and in-person ways to get to know our colleagues, celebrate team wins, and have fun together!
Drive the Mission - We believe in financial opportunity for underserved small businesses. We say “yes” when others say “no.”
Keep It Real - We value direct communication, candid feedback, and authenticity. We are an open book.
Act with Kindness - We create an environment where caring is cool and helping is the norm. We do the right thing.
Shoot for Extraordinary - We are inspired by innovative thinking and continuous improvement. We never settle for yesterday’s best.
About Us:
Forward Financing is a financial technology company based in Boston, Massachusetts with team members throughout the United States, Dominican Republic, and Canada. The company is on a mission to unlock the capital that fuels small businesses across America. Whether facing challenges accessing traditional financing or simply needing a convenient, flexible solution, Forward is committed to funding more of the millions of small businesses nationwide. Forward offers revenue-based financing – delivering an upfront sum of working capital in exchange for a set amount of the business’s future revenue. By simplifying the requirements, streamlining the process, and using advanced proprietary technology, Forward is often able to deliver funds same day – giving more businesses the financial opportunity they need to thrive. Plus, with their dedicated teams and award-winning service, customers get personalized support when they need it most.
Since 2012, Forward has expanded access to capital by providing over $4.1 billion in funding to more than 80,000 small businesses. The company is A+ rated by the Better Business Bureau with an Excellent / 4.7 stars rating on Trustpilot.com. Recognized as a Best Place to Work by Built In Boston and certified as a Great Place To Work®, Forward is dedicated to empowering both its team and the customers they serve, helping them succeed and thrive.
US Equal Opportunity Employment Information
Forward Financing is proud to be an equal opportunity employer, and is committed to fostering a fair and inclusive culture built on a foundation of high performance and exceptional customer experience. With a laser focus on employee impact, we’re able to reduce biases and ensure the right people are in the right jobs to contribute to our mission. The varied perspectives of our people fuel innovation and make us a stronger team. By embracing what makes each of us unique, we create a supportive environment where people feel valued, accepted, and empowered to thrive.