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

Remote, USA Full-time Posted 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 reputed company 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., reputed company 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 reputed company 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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