Customer Relationship Specialist

Fora Financial is a technology enabled, leading provider of flexible financing to small and medium sized businesses. Since our inception in 2008, we have supplied more than 55,000 business owners 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!

A DAY IN THE LIFE OF A CUSTOMER RELATIONSHIP SPECIALIST

• Deliver key information to recently funded clients, reinforcing themes that will foster client success and protect the company against portfolio risk
• Collaborate with cross-functional teams to onboard and integrate new clients, as well as developing existing client relationships.
• Serve as the lead point of contact for all client matters pertaining to your portfolio of accounts.
• Act as your client’s representative to ensure expectations are exceeded with emphasis on delivering an exceptional customer experience.
• Communicate effectively with clients to understand their needs and explain product value.
• Collect and analyze data to learn more about client behavior and identify trends.
• Ensure the timely and successful delivery of our solutions according to customer needs and objectives.
• Communicate progress updates of monthly/quarterly initiatives to internal and external stakeholders.
• Track and report on key account metrics.
• Assist with challenging client requests or issue escalations as needed.

WHAT YOU HAVE

• 3+ years of proven work experience in account management, customer service, collections, or customer success roles.
• Experience making a high volume of outbound phone calls to customers.
• Solid experience with CRM software (ex. Salesforce, HubSpot) and MS Office.
• Strong track and experience delivering client-focused solutions to customer needs.
• Proven ability to multi-task, while maintaining sharp attention to detail.
• Excellent listening skills and presentation abilities.
• Strong verbal and written communication skills.
• BA/BS
• Bi-lingual (Spanish/English) preferred.

WHY 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