Customer Engagement Representative (Business Development Representative)

Forward Financing
Boston
Workplace: RemoteFull timeUSD 50,000 - 60,000 annuallyFunction: Business Development & PartnershipsSkills: ["Communication","Time management","Organization","Resilience","Persistence","Consultative selling"]

Re-engage past “Paid In Full” merchants to generate new funding opportunities through high-volume outbound outreach, consultative conversations, and strategic follow-up. You’ll run a dialer-driven workflow, manage lead queues and funnel stages in Salesforce, and collaborate with Sales, Processing, Underwriting, Collections, and Accounting to improve funding outcomes. Success is measured by daily activity, conversion efficiency, quota attainment, and strict SLA funnel management.

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FursaFursa
Forward Financing
Forward Financing
2 days ago

Customer Engagement Representative (Business Development Representative)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 1 hour agoStatus: Live

Job Summary

Re-engage past “Paid In Full” merchants to generate new funding opportunities through high-volume outbound outreach, consultative conversations, and strategic follow-up. You’ll run a dialer-driven workflow, manage lead queues and funnel stages in Salesforce, and collaborate with Sales, Processing, Underwriting, Collections, and Accounting to improve funding outcomes. Success is measured by daily activity, conversion efficiency, quota attainment, and strict SLA funnel management.
Location: Boston
Workplace: Remote
Employment Type: Full time
Job Function: Business Development & Partnerships
Seniority: Mid level

Key Responsibilities

  • •Re-engage successfully graduated merchants and turn “Paid In Full” status into new funding opportunities through high-volume outreach.
  • •Run an auto-dialer environment and deliver high-quality pitches while maintaining consistent activity and talk time.
  • •Use Salesforce to manage high-velocity lead queues and keep funnel stage records updated in real time.
  • •Collaborate with internal teams (Sales, Processing, Underwriting, Collections, Accounting) to support timely and accurate funding outcomes.
  • •Analyze performance data to diagnose conversion drops and pivot quickly; mentor more junior reps and pilot beta tech enhancements with feedback.

Pay and Benefits

Salary: USD 50,000 - 60,000 annually
Perks:MedicalDentalVisionCommuter BenefitsRemote WorkPaid Parental401k MatchWellness StipendLearning Budget

Key Requirements

  • •Experience in a sales environment.
  • •Metric-driven, competitive mindset with ability to hit stretch goals.
  • •Preferred experience updating deals daily in a CRM (Salesforce preferred).
  • •Comfort with high phone activity in a fast-paced environment, including familiarity with an auto-dialer.
  • •Ability to request, review, and communicate clearly about financial documents and persist through consultative selling.
Experience:Fintech
Skills:CommunicationTime managementOrganizationResiliencePersistenceConsultative selling
Tech Stack:SalesforceAuto-dialerCRMSMSEmailAI logging

Company Brief

Forward Financing
Forward Financing is a Boston-based fintech lender that provides fast, flexible revenue-based working capital to small businesses nationwide, using proprietary underwriting and capital markets facilities to deliver timely funding solutions.
Industry: Lending
Company Size: Large (251 to 1,000 employees)
Growth: Scaleup
Funding: Private Equity Backed
Headquarters: Boston, United States
Founded: 2012
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Glassdoor: 4.7
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