Senior Reengagement Specialist - FinTech (Remote)

Forward Financing; Boston (MA); Hybrid; USD 14,824 - 17,756; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Flexible time-off policy

Paid parental leave

Professional development budget

Charitable donation match

Job summary

Forward Financing is seeking a Senior Customer Engagement Representative in Boston. The role focuses on re-engaging previous clients with a 'Paid In Full' status, driving volume and strategic follow-ups.

You must have 2+ years in a high-volume sales environment and be comfortable with Salesforce. The company offers a competitive salary with additional variable compensation and a robust benefits package.

Qualifications

• 2+ years in a high volume, short cycle transactional sales environment in a regulated industry.
• Experience updating deals daily in a CRM.
• Comfortable with high phone activity in a fast-paced environment.

Responsibilities

• Speak with business owners to assess goals and present renewal options.
• Master a high-volume auto-dialer environment.
• Use Salesforce for managing lead queues.
• Collaborate with internal teams for funding outcomes.
• Analyze performance data and pivot as necessary.

Skills

Competitive nature

Metric-driven

Strong time management

Consultative selling

Tools

Salesforce

Job description

Forward Financing is seeking a Senior Customer Engagement Representative in Boston. The role focuses on re-engaging previous clients with a 'Paid In Full' status, driving volume and strategic follow-ups.

You must have 2+ years in a high-volume sales environment and be comfortable with Salesforce. The company offers a competitive salary with additional variable compensation and a robust benefits package.