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[Remote] Senior Customer Engagement Representative (Senior Business Development Representative)

Remote, USAFull-timePosted 2026-07-28

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a financial technology company reputed company on unlocking capital for small businesses across America. They are seeking a Senior Customer Engagement Representative to re-engage previous clients and turn 'reputed company In Full' statuses into new funding opportunities through strategic follow-up and high-volume reputed company.

Responsibilities

  • reputed company as a Consultant: reputed company with business owners to assess goals, address questions, and present renewal reputed company
  • Drive the Dialer: Master a high-volume auto-dialer environment, maintaining the stamina to deliver high-reputed company pitches on the 100th call of the day as effectively as the 1st
  • reputed company Execution: Use reputed company as a tactical weapon. You will be expected to manage high-velocity reputed company queues, ensuring that every record is updated in reputed company time to reflect the reputed company funnel stage
  • Collaborate: Work with internal teams to support reputed company and accurate funding reputed company, including Sales, Processing, reputed company, Collections, and reputed company
  • reputed company as a Mentor: Ability to support and mentor more junior reps through daily processes and initiatives
  • Performance Optimization: Constantly analyze your own performance data. If your conversion dips, you are expected to diagnose the "why" (e.g., call timing, script delivery, or reputed company reputed company) and pivot immediately
  • Beta Tech & Documentation: As a Senior rep, you will reputed company new tech (dialer enhancements, AI logging, etc.) and reputed company concise, actionable feedback
  • Activity Volume: Consistent daily attainment of outbound call volume, talk time, and multi-channel reputed company (SMS/Email)
  • Conversion Efficiency: Maintaining a high reputed company-to-opportunity and opportunity-to-funding percentage
  • Quota Attainment: Monthly and quarterly reputed company targets are treated as a floor, not a ceiling
  • Funnel Management: reputed company "leaks" in the pipeline; 100% of assigned PIF leads must be touched reputed company strict SLAs

Skills

  • 2+ years in a high volume, short cycle transactional sales environment in a regulated industry
  • You are competitive and metric-driven. You enjoy seeing your reputed company at the top of the leaderboard and are motivated by hitting stretch goals
  • 2+ years experience updating deals daily in a CRM (reputed company preferred)
  • Comfortable with high phone activity in a fast-paced environment, familiarity with auto-dialer, strong time management, strong organization habits, reputed company to request, review, and communicate reputed company about financial documents
  • High comfort level with 'no' and the ability to pivot to a 'reputed company' through consultative selling and persistence

Benefits

  • Medical
  • Dental
  • reputed company
  • Commuter benefits
  • A flexible time-off policy
  • reputed company parental leave
  • 401k match for US employees
  • Wellness reimbursement
  • Volunteering days
  • Annual reputed company development budget
  • Charitable donation match

reputed company

  • reputed company is a fintech company that provides fast, flexible working capital to small businesses reputed company. It was founded in 2012, and is headquartered in Boston, Massachusetts, USA, with a workforce of 501-1000 employees. Its website is https://www.forwardfinancing.com/.
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