Now Hiring - Fora Financial - Financial Services Sales Coordinator in New York, NY

Full description of the position

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 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 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!

This is great intro into Business Development where you will handle primarily inbound requests from new partners while supporting our top producers and learning what it takes to be a rockstar in the industry.

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A Day in the Life - Tasks and 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 and Qualifications:

• 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.

The Benefits of Working for Fora Financial:

• Attractive company subsidized Medical, Dental and Vision plans with leading insurance providers
• 401K Plan with Company 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
• Weekly breakfast, snacks and Friday lunches provided onsite
• Hybrid working model offering employees the option to work from home 2 days a week

Fora Financial is an Equal Opportunity Employer

Job Type: Full-time

Pay: $50,000.00 per year

Benefits:

• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Work Location: Hybrid remote in New York, NY 10018