Customer Engagement Representative

Forward Financing

Remote regions

US

Salary range

$50,000–$60,000/yr

Benefits

Unlimited PTO

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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, 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 to manage high-velocity lead queues and update records in real time.

Requirements:

  • Experience in a sales environment with a competitive, metric-driven mindset.
  • Technical Command: Preferred experience updating deals daily in a CRM (Salesforce preferred).
  • Resilience: High comfort level with "no" and ability to pivot to a "yes" through consultative selling.

Compensation:

  • Annual Targeted Salary: $50,000 – $60,000 USD.
  • Monthly Variable: Potential to earn an additional $1,600 USD per month based on performance metrics.
  • Total Rewards include medical, dental, vision, commuter benefits, flexible time-off, paid parental leave, 401k match, and more.

Forward Financing

Forward Financing is a fintech company that unlocks capital for small businesses across America. Since 2012, it has provided over $4.8 billion in funding to more than 92,000 small businesses, with an A+ BBB rating and a remote-first culture.

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