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US Unlimited PTO

  • Act as a consultant to assess goals, address questions, and present renewal options for paid-in-full clients.
  • Drive a high-volume auto-dialer environment, maintaining pitch quality across 100+ calls daily.
  • Use Salesforce to manage high-velocity lead queues and update records in real time for funnel management.

Sales CRM Communication Time Management Resilience

20 jobs similar to Customer Engagement Representative

Jobs ranked by similarity.

US

  • Conduct 120-200 calls per day to prior customers seeking additional capital.
  • Assist past clients with new financing applications via phone, email, and text.
  • Identify client needs and align them with appropriate product offerings.

Five Star Solutions is a fast-paced, high-growth INC 5000 company that provides financial products to business owners. It values diversity and is committed to a professional, diverse workforce.

US

  • Handle 75–100 inbound/outbound calls per day to convert warm leads and current customers into service appointments.
  • Achieve and exceed KPIs for conversion rates, upsells, cross-sells, and revenue goals.
  • Provide VIP white-glove customer service and use CRM to track interactions and schedule appointments.

Stress-Free Auto Care redefines the auto repair experience with honesty, transparency, and convenience. They are a growing, supportive team focused on reshaping the automotive service industry.

$80,000–$130,000/yr
US

  • Engage warm leads through high-volume outbound dials and consultative one-call or two-call closes.
  • Own your pipeline of 20-200+ active leads, efficiently managing follow-ups to maximize conversions.
  • Balance empathy and direction to guide clients through sensitive financial decisions while crushing sales metrics.

Achieve is a leading digital personal finance company that helps everyday people move from struggling to thriving with personalized financial solutions. We have over 2,500 employees across the US and foster a culture of impact, belonging, and well-being.

$51,500–$86,500/hr
US

  • Manage a pipeline of families and guide them toward move-in decisions.
  • Execute high-volume outreach across phone, text, and email to re-engage families.
  • Drive outcomes by moving families from tour to decision, including scheduling additional tours.

A Place for Mom is the leading platform guiding families through senior care search. The company has helped millions of families since 2000 and is a mission-driven organization.

$45,000–$55,000/yr
North America Unlimited PTO

  • Respond to inbound leads quickly across channels, qualify prospects, and prioritize daily lead queues to maximize conversion rates.
  • Book high-quality demos for Sales, confirm meetings, and re-engage no-shows with thoughtful outreach sequences.
  • Monitor performance metrics, test new messaging, and provide feedback to Marketing and Sales for continuous improvement.

Granum is a leading software company serving landscapers and arborists across North America, offering intuitive industry-specific solutions for estimating, scheduling, and invoicing. The company is recognized for its collaborative culture, multiple awards, and rapid growth, with a team that values innovation and support.

US

  • Schedule in-home consultations by contacting homeowners and discussing window and door needs.
  • Document and track all set appointments accurately per company standards.
  • Manage high volume of inbound and outbound calls while multitasking across multiple systems.

Renewal by Andersen, part of Andersen Windows, provides custom window and door replacement services. As the world's largest window and door brand, the company has a large workforce and a sales-driven culture with a focus on in-home consultations.

$37,000–$55,000/yr
US Unlimited PTO 12w maternity 12w paternity

  • Manage inbound leads for bridge and rental clients, educating and developing leads through phone, email, and events.
  • Make 80 to 100 dials daily to identify and qualify leads, separating Market Qualified Leads from Qualified Leads.
  • Support pre-sales by serving as the first touch point for prospects, setting the tone for the sales cycle.

Kiavi is one of the nation’s largest private lenders to residential real estate investors, using data and technology to provide faster access to capital. With over 500 employees, they have won multiple awards including Forbes Fintech 50 and Fast Company's Most Innovative Companies.

$60,000–$70,000/yr
US

  • Qualify incoming project leads by engaging customers on scope, budget, timelines, and needs.
  • Conduct consultative discovery to uncover priorities and determine sales readiness.
  • Maintain CRM records and collaborate with Sales, Marketing, and Project teams to improve pipeline health.

This partner company is a mission-driven organization focused on improving global water quality. It fosters an inclusive and diverse workplace committed to equal employment opportunity.

$80,000–$110,000/yr
US

  • Execute targeted outbound campaigns via email, LinkedIn, and phone to generate sales conversations with executives.
  • Research target companies, identify stakeholders, and tailor outreach strategies to drive pipeline growth.
  • Collaborate with sales leadership to schedule qualified meetings and support the full sales cycle.

The partner company provides leadership development solutions to large organizations. It is a fast-growing environment offering mentorship and professional development opportunities.

US

  • Proactively reach out to potential clients through cold calling, social platforms, emails, and networking events.
  • Present and articulate the value proposition of BPO services with enthusiasm and professionalism.
  • Meet and exceed sales targets, contributing to overall revenue growth of the company.

Ann Grogan & Associates has been a leader in executive recruiting since 1981. The office is highly professional and productive, fostering a collaborative culture.

US

  • Conduct 40–60 outbound calls daily to U.S. healthcare facilities to identify decision-makers and introduce care services.
  • Pre-qualify potential referrals regarding discharge timing, care needs, and insurance status, then schedule appointments for the field-based liaison team.
  • Maintain accurate CRM records of all outreach interactions, referrals, and appointments while working toward daily and weekly performance targets.

Jobgether is an AI-powered job matching platform that connects candidates with hiring companies through objective, skills-based evaluation. The company focuses on ensuring fair and efficient recruitment processes for remote and flexible roles.

$55,000–$65,000/yr
US

  • Manage a high-volume portfolio of trial customers, prioritizing outreach and engagement to drive conversion.
  • Guide users through the complete trial experience, from initial exploration to successful subscription activation.
  • Conduct personalized product demonstrations and training sessions to increase user confidence and adoption.

The partner company is a SaaS platform provider. It operates with a distributed team and emphasizes customer-centric values.

US

  • Represent Sun Auto brands through phone, web chat, and social interactions to schedule appointments and resolve customer issues.
  • Maintain accurate customer records using CRM tools and demonstrate a positive, helpful attitude in all communications.
  • Collaborate with business partners on customer escalation and retention to protect brand reputation and likelihood to recommend.

Sun Auto Tire & Service is a leading automotive service provider specializing in tire sales and vehicle maintenance. They offer a supportive culture with opportunities for growth, competitive benefits, and a focus on customer satisfaction.

US North Carolina

  • Make a minimum of 115 outbound calls per day to engage with potential clients and generate qualified sales opportunities.
  • Research target accounts, identify decision-makers, and conduct outreach through phone, email, and LinkedIn.
  • Track activity in CRM and collaborate with managers to continuously improve sales skills.

RevGen provides SaaS sales services to technology companies of all sizes. They have been named a Best Place to Work in the Triangle for four years and ranked nationally by Glassdoor, offering a team-driven culture with a focus on employee growth.

$1,280–$2,000/mo
US

  • Lead 8-12 weekly consultations with prospective clients seeking family law services.
  • Convert qualified consultations into signed engagements, targeting a 60% conversion rate.
  • Manage multi-touch sales cycles and follow up with prospects within 48 hours.

This company provides legal sales services, helping clients navigate sensitive family law matters through consultative conversations. It is a fully remote, results-driven team that values emotional intelligence, professionalism, and career growth.

US

  • Act as the first point of contact for potential claimants, managing inbound leads via phone, text, and email.
  • Conduct prompt outreach to new leads using Salesforce and ZenDesk, and guide them through the onboarding flow.
  • Identify eligible leads and maintain accurate records of interactions to meet conversion goals.

Advocate empowers Americans to obtain government support by reducing wait times and bureaucratic obstacles in the benefits application process using AI and machine learning. They are a fully remote, small team of EDPNAs and case managers with a mission-driven culture.

US

  • Make outbound calls to prospective customers and follow up on leads.
  • Present and sell company products and services to new and existing customers.
  • Achieve daily, weekly, and monthly sales targets.

MCI is a tech-enabled business services company providing Customer Experience, BPO, and cloud technology solutions across healthcare, retail, government, and more. With over 10,000 employees, MCI fosters a culture of growth and continuous learning.

US

  • Act as first point of contact for prospective homebuyers, managing online and phone inquiries to qualify leads and schedule appointments.
  • Collaborate with marketing, sales, and operations teams to enhance customer experience and drive qualified traffic to communities.
  • Maintain accurate records in CRM and provide support for digital marketing initiatives and sales team efforts.

Sekisui House U.S. builds homes under brands like SHAWOOD and Richmond American, leveraging over 60 years of global experience. With 2.6 million homes built, they foster a culture of teamwork, health, and work-life balance.

$31,200–$130,000/yr
US 12w maternity 12w paternity

  • Consult and enroll qualified clients into debt relief programs with empathy and professionalism.
  • Document client discussions clearly using Salesforce CRM and multitask across systems.
  • Meet performance criteria, adapt to changing schedules, and maintain reliable attendance.

National Debt Relief is a debt relief organization that helps consumers settle debt and regain financial stability. The company has helped over 450,000 people settle over $10 billion in debt and is rated A+ by the BBB, with a team-oriented culture and employee growth opportunities.

$37,500–$46,500/yr
US

  • Handle high volumes of incoming calls and produce sales leads.
  • Identify customer needs, provide accurate information, and resolve complaints.
  • Maintain records, follow communication procedures, and exceed service targets.

Twelve31 connects clients with product/services support and resolves customer issues. The company emphasizes a customer-first culture and seeks empathetic, communicative team members.