Senior Customer Engagement Representative, Sr BDR

Forward Financing

Senior Customer Engagement Representative responsible for re-engaging previous clients through Salesforce and high-volume calling in a fintech company.

Posted 6/26/2026full-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 to manage high-velocity lead queues
Collaborate with internal teams to support timely funding outcomes
Support and mentor junior reps
Analyze performance data to improve conversion rates
Pilot new tech and provide feedback

Requirements

What you’ll need

2+ years in a high volume, short cycle transactional sales environment in a regulated industry
competitive and metric-driven mindset
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 skills
resilient with a high comfort level with "no"

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

Salesforceauto-dialerperformance data analysisconversion rate improvement

Soft Skills

time managementmentoringresiliencecommunicationcollaboration