Relationship Manager
Company: Fora Financial Llc
Location: Miami
Posted on: May 9, 2024
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Job Description:
Fora Financial is a technologically enabled, leading provider of
flexible financing to small and medium-sized businesses. Since our
inception in 2008, we have supported more than 55,000 merchants
nationwide with over $4 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 150 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
Citi Bike 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
RELATIONSHIP MANAGERManage a portfolio of existing clients and
maintain continued contact with existing customer baseGenerate
Renewal business from our past and current small business customers
through high phone and email activityClose renewal business
consistently at or above quota levelProspect and pitch eligible
accountsCommunicate current eligibility status to existing
clienteleManage expectations of our existing customers based on
performance and origination strategyFacilitate the necessary
paperwork for obtaining new capital and correspond with all
relevant partiesEnsure a collaborative, coordinated, and team
focused environment with common goals and objectivesCollaborate
with out Broker Channel regarding their eligible accountsWHAT YOU
HAVE1+ years sales experience through high-volume phone and email
communicationsExcellent organizational/time management skills to
ensure follow up with all customersHave maintained a monthly or
quarterly quota in a transactional selling environmentAnalytical
individual with strong attention to detailComfortable conducting
business over the phoneIndividual who is articulate and well
spokenSelf-motivated and results-drivenMust possess a strong work
ethic and professional attitudeFinancial experience a plusBachelors
degree requiredWHY FORA FINANCIAL?Opportunity 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 Benefits*Base Salary + Commission PlanFora Financial is an
Equal Opportunity Employerby Jobble
Keywords: Fora Financial Llc, Doral , Relationship Manager, Executive , Miami, Florida
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