Customer Engagement Representative (Business Development Representative)

Summary

Forward Financing is a financial technology company that helps unlock capital for small businesses across America. The company is seeking a Customer Engagement Representative focused on winning back previously paid-in-full clients, driving high-volume outbound outreach, managing leads in Salesforce, and converting renewed engagement into new funding opportunities.

Responsibilities

• 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, maintaining the stamina to deliver high-quality pitches on the 100th call of the day as effectively as the 1st
• Salesforce Execution: Use Salesforce as a tactical weapon. You will be expected to manage high-velocity lead queues, ensuring that every record is updated in real time to reflect the current funnel stage
• Collaborate: Work with internal teams to support timely and accurate funding outcomes, including Sales, Processing, Underwriting, Collections, and Accounting
• Act 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 lead source) and pivot immediately
• Beta Tech & Documentation: As a Senior rep, you will pilot new tech (dialer enhancements, AI logging, etc.) and provide concise, actionable feedback

Skills

• • Experience in a sales environment
• • The Mindset: You are competitive and metric-driven. You enjoy seeing your name at the top of the leaderboard and are motivated by hitting stretch goals
• • Comfort with hustle metrics: Comfortable with high phone activity in a fast-paced environment, familiarity with auto-dialer, strong time management, strong organization habits, Able to request, review, and communicate clearly about financial documents
• • Resilience: High comfort level with "no" and the ability to pivot to a "yes" through consultative selling and persistence
• • Technical Command: Preferred experience updating deals daily in a CRM (Salesforce preferred)

Qualifications

Must Haves

• • Experience in a sales environment
• • The Mindset: You are competitive and metric-driven. You enjoy seeing your name at the top of the leaderboard and are motivated by hitting stretch goals
• • Comfort with hustle metrics: Comfortable with high phone activity in a fast-paced environment, familiarity with auto-dialer, strong time management, strong organization habits, Able to request, review, and communicate clearly about financial documents
• • Resilience: High comfort level with "no" and the ability to pivot to a "yes" through consultative selling and persistence

Nice to Haves

• • Technical Command: Preferred experience updating deals daily in a CRM (Salesforce preferred)

Benefits

• Medical
• Dental
• Vision
• Commuter benefits
• A flexible time-off policy
• Paid parental leave
• 401k match for US employees
• Wellness reimbursement
• Volunteering days
• Annual professional development budget
• Charitable donation match
• Remote-first company
• Employees are welcome to work from one of our premiere office locations