Senior Customer Engagement Representative (Senior Business Development Representative)

Forward Financing; United States; On-site; USD 50,000 - 60,000; Full time

Benefits offered by this job

Medical, dental, and vision benefits

Flexible time-off policy

401(k) match

Annual professional development budget

Job summary

Forward Financing is seeking a Sales Consultant based in the United States. In this role, you will consult with small business owners, manage lead queues, and collaborate with teams to ensure timely funding outcomes.

The ideal candidate will have over 2 years of experience in a high-volume sales environment, particularly with CRM systems like Salesforce. This position offers an annual salary between $50,000 and $60,000, along with performance-based bonuses.

Qualifications

• 2+ years in a high-volume, transactional sales environment.
• Experience updating deals in CRM (Salesforce preferred).
• Competitive, metric-driven mindset.

Responsibilities

• Consult with business owners to assess goals and present options.
• Manage high-velocity lead queues and update records in real-time.
• Collaborate with internal teams to support funding outcomes.

Skills

Consultative selling

Time management

Organization habits

CRM experience

Resilience

High-volume call environment

Tools

Salesforce

Job description

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.

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, delivering high‑quality pitches throughout the day.
• Salesforce execution: manage high‑velocity lead queues and update records in real time to reflect the current funnel stage.
• Collaborate: work with internal teams (Sales, Processing, Underwriting, Collections, Accounting) to support timely and accurate funding outcomes.
• Act as a mentor: support and mentor junior reps through daily processes and initiatives.
• Performance optimization: analyze personal performance data, diagnose conversion dips, and pivot immediately.
• Beta tech & documentation: pilot new tech (dialer enhancements, AI logging, etc.) and provide concise, actionable feedback.

Success Metrics

• Activity volume: consistent daily attainment of outbound call volume, talk time, and multi‑channel touchpoints (SMS/Email).
• Conversion efficiency: maintain a high lead‑to‑opportunity and opportunity‑to‑funding percentage.
• Quota attainment: meet monthly and quarterly revenue targets.
• Funnel management: zero leaks in the pipeline; touch all assigned PIF leads within SLAs.

Role Requirements

• 2+ years in a high‑volume, short cycle transactional sales environment in a regulated industry.
• Competitive, metric‑driven mindset with a desire to appear on the leaderboard.
• 2+ years experience updating deals daily in a CRM (Salesforce preferred).
• Comfort with hustle metrics: high phone activity, auto‑dialer familiarity, strong time management, strong organization habits, and the ability to review and communicate financial documents.
• Resilience: high comfort with “no” and the ability to pivot to a “yes” through consultative selling and persistence.

Compensation

Annual targeted salary: $50,000 – $60,000 USD.
Monthly variable: potential to earn an additional $2,000 USD per month in variable compensation based on performance metrics.

Total Rewards

Comprehensive benefits include medical, dental, vision, commuter benefits, flexible time‑off policy, paid parental leave, 401(k) match for US employees, wellness reimbursement, volunteering days, annual professional development budget, and charitable donation match.

Core Values

• Drive the mission: provide financial opportunity for underserved small businesses, and say “yes” when others say “no.”
• Keep it real: value direct communication, candid feedback, and authenticity.
• Act with kindness: create an environment where caring is the norm.
• Shoot for extraordinary: inspire innovative thinking and continuous improvement.

Equal Opportunity Employment

Forward Financing is a proud equal‑opportunity employer, committed to a fair and inclusive culture that values high performance and exceptional customer experience.