A trusted source of fast, flexible funding for small businesses.
Senior Customer Engagement Representative
Location
Canada
Posted
30 days ago
Salary
0
Seniority
Senior
Job Description
Senior Customer Engagement Representative
Forward Financing
• 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, delivering high-quality pitches • Salesforce Execution: Use Salesforce as a tactical weapon; manage high-velocity lead queues • Collaborate: Support timely and accurate funding outcomes with internal teams • Act as a Mentor: Support and mentor more junior reps • Performance Optimization: Analyze your own performance data and pivot as needed • Beta Tech & Documentation: Pilot new tech and provide actionable feedback
Job Requirements
- 2+ years in a high volume, short cycle transactional sales environment in a regulated industry
- You are competitive and metric-driven
- 2+ years experience updating deals daily in a CRM (Salesforce preferred)
- Comfortable with high phone activity in a fast-paced environment
- High comfort level with "no" and the ability to pivot to a "yes" through consultative selling and persistence
Benefits
- medical
- dental
- vision
- commuter benefits
- flexible time-off policy
- paid parental leave
- 401k match for US employees
- wellness reimbursement
- volunteering days
- annual professional development budget
- charitable donation match
Related Guides
Related Job Pages
More Customer Success Manager Jobs
Senior Customer Success Manager
MiroWe’re a visual workspace for innovation, built for distributed teams of any size.
• Own a portfolio of Reforge’s most strategic enterprise accounts including Microsoft, Google, Capital One, McKinsey, and others. Serve as the primary trusted advisor to VP and C-suite product leaders across multi-year, high-value relationships. • Drive retention and expansion as your primary commercial responsibility. Proactively identify at-risk accounts, design targeted intervention strategies, and ensure every account renews and grows. • Build the Customer Success function from the ground up by developing playbooks, health scoring models, onboarding frameworks, and engagement cadences that will serve as the foundation for the team as it scales. • Act as the critical feedback loop between customers and internal teams by surfacing product insights, roadmap input, and customer sentiment to Sales, Product, and Marketing in a way that directly influences what gets built. • Partner with the Enterprise Sales leader on go-to-market strategy, renewal negotiations, and expansion opportunities, operating at the commercial intersection of Customer Success and Sales. • Leverage AI and automation to scale your impact by building workflows and systems that enable high-touch engagement at scale.
Global Sales Director - Independent Success
The Lighthouse SydneyYour journey starts the moment you decide to take the lead. Apply Now.
Role Description Are you ready to step beyond the usual into something where YOU are in the driver’s seat? Are you a driven sales leader with a passion for growth and attaining significant levels of financial success? Do you thrive on empowering others and building high-performing teams in a flexible, independent environment? Join a supportive and forward-thinking global online business that offers unmatched flexibility in a tried and tested sales model. As a self-starter, you'll be part of a cohort of ambitious individuals driving results and shaping new levels of success. A keen interest in personal growth is a must for successful candidates. - Drive Sales Growth: Develop and execute effective sales strategies to promote our award-winning Career Transition and Self Growth Training courses. - Build Trusting Relationships: Cultivate and maintain strong relationships with prospective clients. - Lead and Mentor a Driven Team: Recruit, train, and mentor a team of motivated sales professionals to achieve and exceed goals. - Achieve and Exceed Sales Targets: Take ownership of sales goals and consistently strive to surpass expectations. - Develop and Implement Sales Plans: Create and execute strategic sales plans to penetrate new markets and expand reach. - Accurate Sales Forecasting: Manage sales activities, take ownership and stay on top of forecasting. Systems and tools provided. - Maintain Product Knowledge: Develop a comprehensive understanding of our training courses to effectively communicate their value proposition. - Embrace Continuous Improvement: Learn from challenges, adapt to business and market dynamics, and contribute to a progressive team culture. Qualifications - Minimum 6+ years of proven professional experience in a sales leadership role or related field. - Demonstrated success in achieving and exceeding sales targets. - Exceptional communication, interpersonal, and presentation skills. - Strong leadership abilities with a passion for mentoring and developing team members. - Self-motivated, results-oriented, and driven to succeed in an independent capacity. - A growth mindset with a strong desire for personal and professional gains. - Excellent time management and organizational skills for a remote work environment. - Flexibility and adaptability to thrive in a dynamic global business. Benefits - Performance Compensation: Your earnings directly reflect your sales performance and success. Significant income potential for high achievers in a buoyant performance-based structure. - Comprehensive Backend Support: Leverage our existing seamless corporate processes and systems to streamline your operations. - Expert Mentorship & Training: Benefit from ongoing guidance and training to enhance your sales and leadership skills. - Collaborative & Supportive Global Culture: Join a team of ambitious individuals committed to mutual success. - Extensive Growth Opportunities: Immerse yourself in the principles of success mindset and shared achievement. - Flexible Remote Work Environment: Enjoy the freedom to work remotely and manage your own schedule.
• Own end-to-end strategy, execution, and analysis for sports CRM campaigns across Email, Push, and SMS • Partner cross-functionally with Creative, Product, Marketing, and Analytics to develop, optimize, and scale lifecycle and retention programs using automation, segmentation, and personalization • Design and execute A/B tests across channels, analyze results, and share actionable insights and learnings with the broader marketing team • Manage and maintain the CRM calendar, prioritizing and triaging incoming campaign requests • Monitor industry trends and competitors to inform strategy and identify new opportunities
• Client Outreach and Cold Calling • Conduct proactive outbound calls to assigned client segments (including cold outreach to low-engagement clients). • Position feature usage and upgrades in the context of the client’s business goals. • Spark curiosity and drive action — help clients “see what they’re missing.” • Drive Value and Adoption • Explain the benefits of core and add-on features in plain language that resonates with restaurant operators. • Track adoption milestones and follow up to celebrate wins or remove blockers. • Support small business owners in taking ownership of their success with Popmenu. • Support and Triage • Answer basic account questions related to billing, login, permissions, or feature functionality. • Flag technical issues or complex concerns to the appropriate internal team. • Document interactions and outcomes in CRM tools with attention to detail. • Internal Collaboration • Partner with onboarding, support, and success teams to ensure a seamless client journey. • Share insights and trends that inform product, marketing, and retention efforts.



