Senior Customer Engagement Representative

🕒 April 29

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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

• Act as a Consultant: Speak with business owners to assess goals, address questions, and present renewal options • Drive the Dialer: Master a high-volume auto-dialer environment, delivering high-quality pitches • Salesforce Execution: Use Salesforce as a tactical weapon; manage high-velocity lead queues • Collaborate: Support timely and accurate funding outcomes with internal teams • Act as a Mentor: Support and mentor more junior reps • Performance Optimization: Analyze your own performance data and pivot as needed • Beta Tech & Documentation: Pilot new tech and provide actionable feedback

🎯 Requirements

• 2+ years in a high volume, short cycle transactional sales environment in a regulated industry • You are competitive and metric-driven • 2+ years experience updating deals daily in a CRM (Salesforce preferred) • Comfortable with high phone activity in a fast-paced environment • High comfort level with "no" and the ability to pivot to a "yes" through consultative selling and persistence

🏖️ Benefits

• medical • dental • vision • commuter benefits • flexible time-off policy • paid parental leave • 401k match for US employees • wellness reimbursement • volunteering days • annual professional development budget • charitable donation match

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