Senior Customer Engagement Representative

Forward Financing

Senior Customer Engagement Representative at Forward Financing focused on metrics to re-engage previous clients and convert them to new funding opportunities through consultative selling.

Posted 4/29/2026full-timeRemote • 🇺🇸 United StatesSenior💰 $50,000 - $60,000 per yearWebsite

About the role

Key responsibilities & impact

Speak with business owners to assess goals, address questions, and present renewal options
Master a high-volume auto-dialer environment
Use Salesforce as a tactical weapon
Work with internal teams to support timely and accurate funding outcomes
Support and mentor more junior reps
Constantly analyze your own performance data
Pilot new tech and provide concise, actionable feedback

Requirements

What you’ll need

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
Strong organization habits
High comfort level with "no" and ability to pivot to a "yes" through consultative selling and persistence.

Benefits

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

salesconsultative sellingperformance analysisCRM management

Soft Skills

communicationmentoringorganizationpersistencecompetitiveness