Senior Customer Engagement Representative (Sr BDR)

Forward Financing•Boston, MA

6d•$50,000 - $60,000•Remote

About The Position

Forward Financing is seeking a Senior Customer Engagement Representative focused on re-engaging previous clients who have paid off their balances. The role involves acting as a consultant to business owners, driving high-volume calls using an auto-dialer, managing leads in Salesforce, collaborating with internal teams, and mentoring junior representatives. Success is measured by activity volume, conversion efficiency, quota attainment, and funnel management. The company is a financial technology company based in Boston, Massachusetts, recognized as a Best Place to Work and certified as a Great Place To Work.

Requirements

2+ years in a high volume, short cycle transactional sales environment in a regulated industry
Competitive and metric-driven mindset, motivated by hitting stretch goals.
2+ years experience updating deals daily in a CRM (Salesforce preferred)
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
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 as a tactical weapon. 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: Support and mentor more junior reps through daily processes and initiatives.
Performance Optimization: Constantly analyze your own performance data. Diagnose "why" conversion dips (e.g., call timing, script delivery, or lead source) and pivot immediately.
Beta Tech & Documentation: Pilot new tech (dialer enhancements, AI logging, etc.) and provide concise, actionable feedback.