Senior Customer Engagement Representative, Business Development

Forward Financing

. Re-engage previous clients with paid-in-full balances and convert them into new funding opportunities .

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

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in sales processes, including consultative selling and lead management, while effectively utilizing Salesforce and auto-dialer technologies to achieve performance targets. Strong organizational and time management skills support high-volume outreach and client engagement.

Highest-signal resume keywords

Salesforce CRM ManagementHigh-Volume Outbound CallingConsultative SellingLead Conversion AnalysisMentoring Junior Representatives

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales ExperienceLead ManagementPerformance Data AnalysisScript DeliveryFunnel Management

Soft Skills

Time ManagementOrganizationCommunicationPersistenceAdaptability

Tools & Technologies

Auto-DialerSalesforceAI Logging

Industry Keywords

Funding OpportunitiesClient EngagementConsultative SellingOutbound Call VolumeFinancial Documents

About the role

Key responsibilities & impact

Re-engage previous clients with paid-in-full balances and convert them into new funding opportunities
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 funnel stages in real time
Collaborate with Sales, Processing, Underwriting, Collections, and Accounting to support timely and accurate funding outcomes
Support and mentor junior representatives through daily processes and initiatives
Analyze performance data, diagnose conversion issues, and adjust call timing, script delivery, or lead-source strategy
Pilot new technology, including dialer enhancements and AI logging, and provide actionable feedback
Meet outbound call-volume, talk-time, SMS/email touchpoint, conversion, revenue, and funnel-management 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
Competitive and metric-driven mindset
Preferred experience updating deals daily in a CRM; Salesforce preferred
Comfortable with high phone activity in a fast-paced environment
Familiarity with an auto-dialer
Strong time management
Strong 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 the United States
Must not require current or future sponsorship

Benefits

Comp & perks

Monthly variable compensation potential of $2,000 USD
Medical insurance
Dental insurance
Vision insurance
Commuter benefits
Flexible time-off policy
Paid parental leave
401(k) match for US employees
Wellness reimbursement
Volunteering days
Annual professional development budget
Charitable donation match
Remote-first workplace flexibility
Access to premiere office locations
Virtual and in-person team events