Remote B2B Engagement & Renewal Rep

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

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.