Senior Customer Engagement Representative – Business Development

🔥 31 minutes ago

🇨🇦 Canada – Remote

💵 $50k - $60k / year

⏰ Full Time

🟠 Senior

💰 Business Development (BDR)

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Logo of Forward Financing

Forward Financing

201 - 500 employees

Founded 2012

💸 Finance

💳 Fintech

🤝 B2B

💰 $250M Debt Financing on 2021-05

Finance • Fintech • B2B

Forward Financing is a company that provides fast and flexible financing solutions for small businesses. They specialize in offering capital to small businesses that may struggle to secure funding from traditional financial institutions. With a simple application process, businesses can receive funding decisions within hours and may have funds transferred the same day. Their revenue-based financing model allows payments to adjust with the business's revenue. Forward Financing aims to provide clear and transparent terms, ensuring customer satisfaction and trust. They have been recognized for their excellent service and are rated highly by small business owners.

📋 Description

• 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

• 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

• 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

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