Customer Engagement Representative (Business Development Representative)

Forward Financing; Boston, Northern (MA, KY); Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

Commuter benefits

Flexible time-off policy

Paid parental leave

401k match (US)

Wellness reimbursement

Volunteering days

Professional development budget

Charitable donation match

Job summary

Forward Financing is seeking a Customer Engagement Representative to re-engage past clients with paid-in-full balances and convert them into funding opportunities. The role requires high-volume calling, CRM use, and collaboration with Sales and Operations to optimize conversions.

You will be measured on activity volume, conversion efficiency, and quota attainment in a remote, full-time setup serving U.S. clients.

Qualifications

• Experience in a sales environment.
• Comfort with high phone activity in a fast-paced environment.
• Familiarity with auto-dialer and CRM (Salesforce preferred).
• Strong time management and organization.

Responsibilities

• 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 on many calls.
• Salesforce Execution: Manage high-velocity lead queues and ensure real-time updates in the funnel.
• Collaborate: Work with internal teams to support timely and accurate funding outcomes.
• Act as a Mentor: Support and mentor more junior reps through daily processes.
• Performance Optimization: Analyze your performance data and pivot strategies when needed.
• Beta Tech & Documentation: Pilot new tech and provide concise, actionable feedback.

Skills

Sales experience

Remote work

CRM familiarity

Communication

Resilience

Tools

Salesforce

Job description

Customer Engagement Representative (Business Development Representative)

Location

Remote - United States

Employment Type

Full time

Location Type

Remote

Department

Compensation

Forward Financing is a financial technology company based in Boston, Massachusetts with team members throughout the United States, Dominican Republic, and Canada. The company is on a mission to unlock the capital that fuels small businesses across America. Recognized as a Best Place to Work by Built In Boston and certified as a Great Place To Work®, Forward is investing in its employees, technology, and customer experience – with long-term success in mind every step of the way.

We are seeking a Customer Engagement Representative who is focused on winning back previous clients with a paid in full balance and re‑engaging them as clients. We are looking for a "Top 1%" performer who is motivated by metrics and obsessed with conversion. You will be responsible for re‑engaging our successfully graduated merchants, turning "Paid In Full" status into new funding opportunities through sheer volume, strategic follow‑up, and technical precision.

In this role you will:

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, maintaining the stamina to deliver high-quality pitches on the 100th call of the day as effectively as the 1st.

Salesforce Execution: Use Salesforce as a tactical weapon. You will be expected to manage high-velocity lead queues, ensuring that every record is updated in real time to reflect the current funnel stage.

Collaborate: Work with internal teams to support timely and accurate funding outcomes, including Sales, Processing, Underwriting, Collections, and Accounting.

Act 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., call timing, script delivery, or lead source) and pivot immediately.

Beta Tech & Documentation: As a Senior rep, you will pilot new tech (dialer enhancements, AI logging, etc.) and provide concise, actionable feedback.

Your success is measured by hard data. We expect the following:

Activity Volume: Consistent daily attainment of outbound call volume, talk time, and multi‑channel touchpoints (SMS/Email).

Conversion Efficiency: Maintaining a high lead‑to‑opportunity and opportunity‑to‑funding percentage.

Quota Attainment: Monthly and quarterly revenue targets are treated as a floor, not a ceiling.

Funnel Management: Zero "leaks" in the pipeline; 100% of assigned PIF leads must be touched within strict SLAs.

Role Requirements:

Experience in a sales environment

The Mindset: You are competitive and metric-driven. You enjoy seeing your name at the top of the leaderboard and are motivated by hitting stretch goals.

Technical Command: Preferred experience updating deals daily in a CRM (Salesforce preferred)

Comfort with hustle metrics: Comfortable with high phone activity in a fast-paced environment, familiarity with auto-dialer, strong time management, strong organization habits, Able to request, review, and communicate clearly about financial documents

Resilience: High comfort level with "no" and the ability to pivot to a "yes" through consultative selling and persistence.

Compensation:

Monthly Variable: You have the potential to earn an additional $1,600 USD per month in variable compensation. The final payout of variable compensation is determined by achievement of performance metrics.

At Forward Financing, we're committed to fair and transparent compensation. We believe in providing a compensation package that recognizes your skills, experience, and the unique value you bring to our team. We take a market-based approach to pay, regularly reviewing benchmark data to ensure our compensation remains competitive, equitable, and aligned with our performance-driven culture.

Final offers are determined by a variety of factors, including the candidate's qualifications, relevant experience, specific skills, and internal equity. This approach ensures that our compensation is competitive and equitable. Your recruiter will provide specific details on the expected base and variable earnings as it pertains to this specific role.

Total Rewards:

Additionally, we offer a comprehensive total rewards package, including but not limited to: medical, dental, vision, commuter benefits, a flexible time-off policy, paid parental leave, 401k match for US employees, wellness reimbursement, volunteering days, annual professional development budget, and charitable donation match.

Forward is proud to be a remote‑first company, keeping workplace flexibility a top priority for our employees. As a business, we are focused on impact; we are more concerned with your contributions to the success of the company than where you get your work done. To help facilitate in‑person collaboration, employees are welcome to work from one of our premiere office locations.

When we aren’t collaborating to drive business and support our customers, we’re finding virtual and in‑person ways to get to know our colleagues, celebrate team wins, and have fun together!

Our Culture: The Forward Compass

The Forward Compass is the standard we hold for ourselves and one another—guiding how we lead, collaborate, and show up every day to move in the same direction.

Back the Builders: We are wired to fuel customer progress, not just provide support.

Rooted in People: We create an environment that balances deep connection with the extreme ownership and honesty required to reach our highest potential.

Flying V: We move through coordinated effort with speed and urgency to achieve what no individual could do alone.

Always Forward, Never Finished: We pursue growth with a relentless drive that keeps us ahead of the competition.

About Us:

Forward Financing is a fintech company based in Boston, Massachusetts with team members throughout the United States, Dominican Republic, and Canada. The company is on a mission to unlock the capital that fuels small businesses across America. Whether facing challenges accessing traditional financing or simply needing a convenient, flexible solution, Forward is committed to funding more of the millions of small businesses nationwide. By simplifying the requirements, streamlining the process, and using advanced proprietary technology, Forward is often able to deliver approvals within hours and funds that same day – giving more businesses the financial opportunity they need to thrive. Plus, with their dedicated teams and award‑winning service, customers get personalized support when they need it most.

Since 2012, Forward has expanded access to capital by providing over $4.8 billion in funding to more than 92,000 small businesses. The company is A+ rated by the Better Business Bureau with an Excellent / 4.7 stars rating on Trustpilot.com . Recognized as a Best Place to Work by Built In Boston and certified as a Great Place To Work®, Forward is dedicated to empowering both its team and the customers they serve, helping them succeed and thrive.

U.S. Equal Opportunity Employment Information

Forward Financing is proud to be an equal opportunity employer, and is committed to fostering a fair and inclusive culture built on a foundation of high performance and exceptional customer experience. With a laser focus on employee impact, we’re able to reduce biases and ensure the right people are in the right jobs to contribute to our mission. The varied perspectives of our people fuel innovation and make us a stronger team. By embracing what makes each of us unique, we create a supportive environment where people feel valued, accepted, and empowered to thrive.