Senior Customer Engagement Representative – Business Development

Forward Financing

. Re-engage successfully graduated merchants with paid-in-full balances .

Posted 10/21/2026full-timeRemote • CanadaSenior💰 CA$50,000 - CA$60,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in sales processes, including consultative selling and lead management, while effectively utilizing Salesforce for CRM updates. Proven ability to meet performance metrics and collaborate across departments to achieve funding outcomes.

Highest-signal resume keywords

Salesforce CRM ManagementHigh-Volume Outbound CallingConsultative SellingPerformance Data AnalysisLead Conversion Optimization

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales ExperienceCRM UpdatesLead ManagementPerformance AnalysisAuto-Dialer Familiarity

Soft Skills

Time ManagementOrganizationCommunicationPersistenceAdaptability

Tools & Technologies

SalesforceAuto-DialerAI Logging

Industry Keywords

Lead-to-Opportunity ConversionOpportunity-to-Funding ConversionRevenue TargetsConsultative SellingFast-Paced Environment

About the role

Key responsibilities & impact

Re-engage successfully graduated merchants with paid-in-full balances
Speak with business owners to assess goals, address questions, and present renewal options
Operate a high-volume auto-dialer while maintaining high-quality pitches
Manage high-velocity lead queues in Salesforce and update records in real time
Collaborate with Sales, Processing, Underwriting, Collections, and Accounting to support timely and accurate funding outcomes
Support and mentor junior representatives
Analyze performance data and optimize call timing, script delivery, lead sources, and conversion
Pilot new technology such as dialer enhancements and AI logging and provide actionable feedback
Meet outbound call-volume, talk-time, SMS, and email activity targets
Maintain lead-to-opportunity and opportunity-to-funding conversion rates
Attain monthly and quarterly revenue targets
Touch 100% of assigned paid-in-full leads within strict SLAs

Requirements

What you’ll need

1+ years of experience in a sales environment
1+ years of experience updating deals daily in a CRM; Salesforce preferred
Competitive and metric-driven mindset
Comfortable with high phone activity in a fast-paced environment
Familiarity with an auto-dialer
Strong time management and organization habits
Able to request, review, and communicate clearly about financial documents
High comfort level with rejection and ability to pivot through consultative selling and persistence
Must be authorized to work for any employer in Canada
Must not require sponsorship to work in Canada

Benefits

Comp & perks

Monthly variable compensation potential of up to $2,000 CAD
Medical, dental, and vision coverage
Flexible time-off policy
Paid parental leave
RRSP match
Wellness reimbursement
Volunteering days
Annual professional development budget
Charitable donation match
Remote-first workplace flexibility
Access to company office locations for in-person collaboration
Virtual and in-person team events and celebrations