Account Specialist II (Spanish Speaking Required)

As an Account Specialist you will provide relationship driven customer service to our small and medium-sized business (SMB) customers who are experiencing decreased revenues. With revenue-based financing from Forward, small businesses are entitled to payment relief if they need it. So when our small business customers experience decreased revenues, our award-winning Account Servicing team helps them pause payments, reduce payments and make payments towards past due balances. 

In this role you will:

• Service a portfolio of small and medium sized business (SBM) customer accounts, working with them effectively to establish payment plans when their business revenues fluctuate. This is a phone based role.
• Use negotiation skills to establish a plan with our customers in default to bring them back into good standing.
• Demonstrate ability to have challenging conversations professionally
• Use empathy and judgment to understand what the customer’s business is going through, how it has affected their revenues, and develop a payment plan to work through it.
• Maintain continuous follow through using a variety of outbound outreach methods (calling, texting, emailing) to reach out to customers who may not be responsive.
• Regularly document the status of account(s) and next steps in Salesforce CRM.
• Achieve monthly goals of recovered payments from customers, meeting or exceeding incentive compensation targets.
• Wow the customer with timely, helpful and accurate customer service that reflects Forward Financing’s core values.

Why you should apply:

• Meaningful work. Each day, you will directly support small business owners in need of payment relief - offering the flexibility our financing is designed to provide.
• Mission driven company. Forward is a trusted source of fast, flexible funding for small businesses that have often been underserved by traditional financing options. When you join the team, you will help ensure all small businesses have access to the financial support they need to succeed.
• Flexibility is a top priority. Our employees are empowered to choose where they want to work (whether that’s from home, in the office, or a combination of both) with flexible hours.                               

Requirements:

(Even if you don’t check every box, but see yourself contributing, please apply.

• Bachelor’s Degree preferred or equivalent work experience.
• 2+ years of professional customer service experience. 
• 1+ years of Collections experience
• Ability to listen to customer needs, communicate effectively, respond empathetically and recover monthly targets of past due customer balances. 
• Team player who asks questions and takes the initiative to suggest improvements on current processes and systems.
• Bi-lingual Spanish (verbal and written)

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