Forward Financing logo
Forward Financing

A trusted source of fast, flexible funding for small businesses.

Senior Customer Engagement Representative

Customer Success ManagerCustomer SuccessFull TimeRemoteSeniorTeam 201-500Since 2012H1B No SponsorCompany SiteLinkedIn

Location

Canada

Posted

30 days ago

Salary

0

Seniority

Senior

Bachelor Degree2 yrs expEnglish

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

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