---
title: 'Account Executive at Fora Financial'
canonical: 'https://feeny.ai/job/account-executive-fora-financial-new-york-the8046jyyq6'
type: 'job'
last_seen: '2026-10-19'
---

# Account Executive at Fora Financial

- **Company:** Fora Financial
- **Location:** New York, NY
- **Posted:** 2026-07-15
- **Last confirmed live:** 2026-10-19
- **Apply:** https://job-boards.greenhouse.io/forafinancial/jobs/4313206009

## Job description

As a Account Executive (Renewals), the goal of your role is to oversee client renewals, discover growth opportunities, and ensure high customer satisfaction. Using a consultative approach and active listening skills, you will gain knowledge of each business’s unique challenges and needs, working across a group of lenders, including Fora Financial to offer the most appropriate financing solution available to generate Renewal business from our past and current small business customers.

A Day in the Life of a Renewals Account Executive:

- You will work with our existing customer base speaking with business owners and their representatives to align their needs for capital with the appropriate financing option(s)
- You will receive and cultivate your own book of business (i.e., no cold calling), communicating with merchants throughout the day to gather information and utilize Salesforce to organize and update those interactions
- You will collaborate with a team of experienced sales leaders, learning and evolving a core set of sales strategies and techniques through ongoing training and development

Compensation & Perks:

- Highly competitive compensation plan including a $55,000 base salary+ monthly commission and additional incentives
- Renewals AE’s who reach targets can earn $150K+ in salary and commission in their first year.
- A friendly, fun, yet ambitious office culture with frequent team building and social events, including happy hours, quarterly top performers dinners, inter-departmental lunch and learns, and fiercely competitive ping pong matches
- Opportunity for advancement resulting in additional responsibilities and higher earning potential
- Breakfast, snacks and weekly lunch provided onsite
- Hybrid working model offering employees the option to work from home two days per week

What We’re Looking For:

- 2-10 years of experience in previous inside sales role(s) preferred (renewals experience a huge plus)
- Possess a closer mindset who is motivated by financial success
- A track record of exceeding quotas and achieving KPIs on a consistent basis
- Proficient use of MS Office Suite, Salesforce or other CRM experience is a plus
- High integrity, positive attitude, maturity and a willingness to learn, grow and be coached by a team of experienced sales professionals
- Strong active listening skills and capacity to ask probing questions
- Ability to work in a fast-paced growing environment and thrive under pressure

The Benefits of Working for Fora Financial:

- Opportunity for Advancement
- Medical, Dental, Vision Coverage
- 401k Plan with Company Match
- Gym Reimbursement for Employees on Medical Plans
- Life Insurance at No Cost to Employees
- Generous Time Off Plan
- Flexible Spending and Commuter Benefits

## About Fora Financial

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 $5 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 eighteen years, Fora Financial has grown from two founders in a small Manhattan workspace to a company of nearly 200 employees. 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.

Fora Financial is an Equal Opportunity Employer. We are committed to fostering a diverse and inclusive workplace where all individuals are treated with respect and dignity. We do not discriminate on the basis of race, color, religion, sex, gender identity, sexual orientation, national origin, disability, age, veteran status, or any other legally protected status under local, state, or federal law. Fora Financial provides reasonable accommodations for qualified individuals with disabilities. If you need assistance or accommodations due to a disability during the application process, please contact fora.recruiting@forafinancial.com.

## About Fora Financial

## Company Overview
- **One-liner**: Fora Financial provides fast, flexible working capital and financing solutions to small and mid-sized businesses across the United States.
- **Entity Type**: Private (PE-backed; majority stake held by Palladium Equity Partners)
- **Headquarters**: New York, NY (Midtown) and Miami, FL (Downtown) – dual headquarters.
- **Founded**: 2008 (originally as Paramount Merchant Funding; rebranded to Fora Financial in 2015)
- **Founders**: Jared Feldman (CEO) and Dan Smith (Co-Founder & Board Member)

## Core Business
- **Primary industry**: Alternative small-business lending / Fintech
- **Target customers**: Small and mid-sized businesses (SMBs) across 49 states (B2B)
- **Mission statement**: "To provide funding to small businesses, so that they can grow and succeed."

## Products & Services
- **Business Term Loan**: Fixed-term financing up to $1.5 million with approval decisions in as little as 4 hours and terms up to 18 months.
- **Revenue Advance**: A flexible advance based on future revenue with daily or weekly payments; no hard credit pull.
- **Line of Credit**: Revolving credit facility for ongoing working capital needs.
- **Equipment Financing**: Funding specifically for purchasing business equipment.
- **SBA Loan**: Government-backed small business loans offered through partner network.

## Market Standing
- **Valuation/Market Cap**: Not publicly available (private company)
- **Key Metric**: Over $5 billion in total capital provided to more than 55,000 small businesses since 2008 (as of latest 2024 update)
- **Notable Investors/Partners**:
  - Palladium Equity Partners (majority equity stake)
  - Celtic Bank (strategic partnership for commercial financing)
  - Multiple asset-backed securitizations (e.g., $130 million ABS in 2024) and revolving credit facilities (e.g., $200 million facility)
- **Growth Signals**:
  - Expanded to Miami with a new Downtown office in 2024
  - 100% year-over-year growth since inception (historical claim)
  - Headcount of nearly 200 employees, with active hiring in accounting, business development, risk/analytics, strategic partnerships, and technology
  - Successfully completed SOC 2 Type II examination

## Competitive Advantages
- **Speed & Accessibility**: Approval decisions in as little as 4 hours with funding within 24 hours; no hard credit pulls
- **Proven Track Record**: Over $5 billion lent, 55,000+ businesses served, operating since 2008
- **Technology Platform**: Proprietary platform for faster, more accurate lending decisions, especially for traditionally hard-to-fund applicants
- **Diverse Product Suite**: Offers term loans, revenue advances, lines of credit, equipment financing, and SBA loans – covering most small-business capital needs
- **Capital Strength**: Multiple securitizations and credit facilities demonstrate strong access to capital markets

## Strategic Focus
- **Continued capital expansion** through asset-backed securitizations and new credit facilities
- **Geographic diversification** with a growing Miami presence alongside the New York headquarters
- **Technology modernization** under CTO Michael Chiang, with open roles for VP of Data & AI and VP of Product
- **Partnership growth** via strategic relationships like the Celtic Bank collaboration

## Why Work Here
- **Culture**: Casual-yet-professional environment with a "family-like camaraderie"; core values include Innovation, Integrity, Collaboration, and Approachability
- **Work Model**: Hybrid home/office model emphasizing work-life balance; some roles are fully remote (e.g., Strategic Partnerships Manager, VP of Data and AI, VP of Product)
- **Perks & Benefits**:
  - Competitive salaries, health/dental/vision insurance, 401k with matching, flexible spending accounts, gym reimbursement, generous time off
  - Daily breakfasts and snacks, weekly catered lunches, relaxed dress code, happy hours in the "Chill Lounge", game room (NY), on-site fitness center (Miami)
- **Locations**: Midtown New York (1385 Broadway) and Downtown Miami (333 SE Second Avenue) – both in vibrant, amenity-rich neighborhoods
- **Growth**: Small team sizes promoting open communication; clear advancement opportunities; nearly 200 employees and growing

## Sources
1. [forafinancial.com](https://www.forafinancial.com/about-us/)
2. [greenhouse.io](http://job-boards.greenhouse.io/forafinancial)
3. [forafinancial.com/careers](https://www.forafinancial.com/about-us/careers/)
4. [forafinancial.com/leadership](https://www.forafinancial.com/about-us/leadership/)
5. [forafinancial.com (products)](https://www.forafinancial.com/)

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