Senior Customer Engagement Representative (Sr BDR)
$50,000–$60,000 year
RemoteUnited States or Boston, Massachusetts, United States
Job Summary
Senior Customer Engagement Representative at Forward Financing focused on re-engaging previously funded merchants with paid-in-full balances, converting inquiries into new funding opportunities through high-volume outreach, and delivering concise, data-driven pitches. You will master a high-volume auto-dialer, manage lead queues in Salesforce, and collaborate with Sales, Processing, Underwriting, Collections, and Accounting to ensure timely funding outcomes. The role involves mentoring junior reps, analyzing performance data to diagnose and pivot when conversion metrics slip, and piloting new tech such as dialer enhancements and AI logging. The position emphasizes outbound activity, multi-channel outreach (SMS/Email), and achieving high lead-to-opportunity and opportunity-to-funding conversion while meeting SLAs.
Required Qualifications
- The Experience: 2+ years in a high volume, short cycle transactional sales environment in a regulated industry
- Technical Command: 2+ years experience updating deals daily in a CRM (Salesforce preferred)
- Comfort with hustle metrics: Comfortable with high phone activity in a fast-paced environment, familiarity with auto-dialer, strong time management, strong organization habits
- Resilience: High comfort level with a high-volume outbound calling environment and persistence in consultative selling
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.