Customer Engagement Representative (Business Development Representative)

Forward Financing•Boston, MA

2d•$50,000 - $60,000•Remote

About The Position

Forward Financing is seeking a Customer Engagement Representative focused on re-engaging previous clients who have paid off their balances. The role involves contacting these 'Paid In Full' merchants to offer new funding opportunities through high-volume outreach, strategic follow-up, and precise execution. This position is ideal for a "Top 1%" performer motivated by metrics and conversion, who can act as a consultant, drive a high-volume auto-dialer, manage leads in Salesforce, collaborate with internal teams, and mentor junior representatives. Performance is measured by activity volume, conversion efficiency, quota attainment, and funnel management, with strict SLAs for lead follow-up.

Requirements

Experience in a sales environment
The Mindset: Competitive and metric-driven, enjoys seeing their name at the top of the leaderboard, and motivated by hitting stretch goals.
Technical Command: Preferred experience updating deals daily in a CRM (Salesforce preferred)
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.

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 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 (Sales, Processing, Underwriting, Collections, and Accounting) to support timely and accurate funding outcomes.
Act as a Mentor: Support and mentor more junior reps through daily processes and initiatives.
Performance Optimization: Constantly analyze personal performance data to diagnose and address dips in conversion (e.g., call timing, script delivery, or lead source) and pivot immediately.
Beta Tech & Documentation: As a Senior rep, pilot new technology (dialer enhancements, AI logging, etc.) and provide concise, actionable feedback.