Customer Engagement Representative – Business Development Representative

🕒 August 19

🇺🇸 United States – Remote

💵 $50k - $60k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Business Development (BDR)

👻 Ghost score 16%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Forward Financing

WebsiteLinkedInAll Job Openings

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 previous clients with paid-in-full balances and turn them into new funding opportunities • Speak with business owners to assess goals, answer 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 more junior representatives • Analyze performance data and diagnose conversion issues • Pilot new technology, including dialer enhancements and AI logging, and provide actionable feedback • Attain outbound call volume, talk-time, and SMS/email touchpoint targets • Maintain lead-to-opportunity and opportunity-to-funding conversion rates • Achieve monthly and quarterly revenue targets • Ensure all assigned paid-in-full leads are contacted within strict SLAs

🎯 Requirements

• 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 • Ability to work in the United States • Work authorization for any employer in the US • Must not require current or future sponsorship

🏖️ Benefits

• Monthly variable compensation potential of $1,600 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