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Added 4 days ago
Customer Success Representative
Petroplan
Calgary, AB
Contract
As a Customer Service Representative, you will provide best in-class service and customer relationship management to existing and new wholesale customers across our National Wholesale Sales…
Added 3 months ago
Customer Success Representative
Portable Electric
Vancouver, British Columbia
$55,000 to $62,500 CAD / year
Full-time
We are seeking a Customer Success Representative to support customer retention, strengthen day-to-day customer relationships, and ensure customers are getting maximum value from our…
Added 10 days ago
Customer Success Representative
Race Roster
London, ON
As a Customer Success Representative for Race Roster, the ASICS Runkeeper App, ASICS Studio and other future apps, you will be an expert on our technology and support services. You will be…
Added 2 months ago
Customer Success Representative
Citron Talent Acquisition Team
Markham, ON · Montreal, QC
Reporting directly to the Head of Customer Success, the Customer Success Representative is critical as the first impression of Citron. This role includes helping to field customer calls,…
Added 10 days ago
Représentant junior de la réussite client/Junior Customer Success Representative (bilingue français/anglais)
LGM Financial Services
Laval, QC
Full-time
The Junior Customer Success Representative delivers responsive, high-quality customer service and administrative support to LGM customers, including dealership staff, consumers/contract…
Added 2 days ago
Customer Success Representative
Transoft Solutions
Vancouver, BC
Full-time
We currently have an opening for a Customer Success Representative at our head office in Vancouver. This is an 12-month fixed term opportunity, covering a maternity leave. The Customer…
Added 25 days ago
Customer Success Representative | Betty CA
Betty
Toronto, ON
$55,000 to $60,000 CAD / year
Bring the Olives - we offer premium customer experience.
Added 3 days ago
Customer Service Representative / Customer Care Associate
Linde
Regina, SK
Full-time
Customer Service Representative / Customer Care Associate (full time)
Added 11 days ago
Customer Service Representative / Customer Care Associate
Linde
Orleans, ON
Full-time
Customer Service Representative / Customer Care Associate (full time)
Added 29 days ago
Customer Service Representative / Customer Care Associate
Linde
Barrie, ON
Full-time
Customer Service Representative / Customer Care Associate (full time)
Added 2 months ago
Customer Service Representative / Customer Care Associate
Linde
Quebec, Quebec
Full-time
Customer Service Representative / Customer Care Associate (full time)
Added 1 month ago
Customer Service Representative / Customer Care Associate
Linde
Sault Ste. Marie, ON
Full-time
Customer Service Representative / Customer Care Associate (full time)
Added 24 days ago
Customer Success Specialist
Texada Software
Toronto, ON · Greater Toronto and Hamilton Area, ON
Full-time
We're looking for a proactive, customer-obsessed Customer Success Representative to own Net Revenue Retention (NRR) - retention, expansion, and renewal outcomes - across a dedicated segment…
Added 4 months ago
Senior Customer Engagement Representative (Senior Business Development Representative)
Forward Financing
Remote, Canada
Full-time · Remote
We are seeking a Senior Customer Engagement Representative who is focused on winning back previous clients with a paid in full balance and re-engaging them as clients. We are looking for a…
Added 4 months ago
Customer Service Representative
Critical Environment Technologies Canada Inc.
Delta, BC
Full-time
We are looking for a highly organized, customer-focused Customer Service Representative to support both our Customer Success and Field Service operations. Delta, BC. This is a full-time,…
Added 9 days ago
Senior Manager, Customer Success Strategy & Journey Management
Fiserv
Mississauga, ON
Full-time
…and information securely and efficiently. The Senior Manager, Customer Success Strategy & Journey Management designs and executes differentiated customer success strategies across the…
Added 2 months ago
Représentant(e) Succès Client/Customer Success Representative (bilingue français/anglais)
LGM Financial Services
Laval, QC
Full-time
Customer Success Representative (French/English)
Added 3 months ago
Customer Success Manager (Responsable du succès client)
ChapsVision
Montreal, Quebec
Full-time
En tant que Customer Success Manager, vous jouerez un rôle clé dans le développement et l’expansion de notre engagement avec un portefeuille de grands comptes d’entreprise.
Added 1 month ago
Customer Service Representative
Linamar Corporation
Salford, ON
Full-time
The Customer Service Representative role is essential in providing top-tier support for all Salford products and assisting customers with their needs. This role requires passion for helping…
Added 11 days ago
Customer Service Representative - Bilingual (French)
Uline
Cambridge, ON · Hamilton, ON · Milton, ON · Mississauga, ON · Toronto, ON
Full-time
Fast, friendly and customer focused. As a Uline Bilingual Customer Service Representative, you'll build customer relationships, provide solutions and deliver legendary service. Join a…
Added 4 days ago
Customer Service Representative (Motivator) - Kingston
GoodLife Fitness
Kingston, ON
Part-time
Who is a Customer Service Representative (Motivator)?
Added 1 month ago
Customer Care Representative
Lineage
Calgary, AB
Full-time
The Customer Service Representative (CSR) is the frontline contact for customers, responsible for accurate order entry, proactive communication, and issue resolution. This role ensures a…
Added 6 days ago
Customer Service Representative (Motivator) - Calgary Creekside
GoodLife Fitness
Calgary, AB
Part-time
Who is a Customer Service Representative (Motivator)?
Added 16 days ago
Customer Service Representative (Motivator) - Burnaby Metrotown
GoodLife Fitness
Burnaby, BC
Part-time
Who is a Customer Service Representative (Motivator)?
Added 17 days ago
Customer Service Representative (Motivator) - Whitby Centrum
GoodLife Fitness
Whitby, ON
Part-time
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Forward Financing

Senior Customer Engagement Representative (Senior Business Development Representative)

Remote, Canada

Job type: Full-time
Workplace: Remote
Experience: The Experience: 1+ years of experience in a sales environment
Posting language: English
Posted: Apr 30, 2026

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Original job description

Forward Financing is a financial technology company based in Boston, Massachusetts with team members throughout the United States, Dominican Republic, and Canada. The company is on a mission to unlock the capital that fuels small businesses across America. Recognized as a Best Place to Work by Built In Boston and certified as a Great Place To Work®, Forward is investing in its employees, technology, and customer experience – with long-term success in mind every step of the way.

We are seeking a Senior Customer Engagement Representative who is focused on winning back previous clients with a paid in full balance and re-engaging them as clients. We are looking for a "Top 1%" performer who is motivated by metrics and obsessed with conversion. You will be responsible for re-engaging our successfully graduated merchants, turning "Paid In Full" status into new funding opportunities through sheer volume, strategic follow-up, and technical precision.

In this role you will:

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. You will be expected to manage high-velocity lead queues, ensuring that every record is updated in real time to reflect the current funnel stage.
Collaborate: Work with internal teams to support timely and accurate funding outcomes, including Sales, Processing, Underwriting, Collections, and Accounting.
Act as a Mentor: Ability to support and mentor more junior reps through daily processes and initiatives.
Performance Optimization: Constantly analyze your own performance data. If your conversion dips, you are expected to diagnose the "why" (e.g., call timing, script delivery, or lead source) and pivot immediately.
Beta Tech & Documentation: As a Senior rep, you will pilot new tech (dialer enhancements, AI logging, etc.) and provide concise, actionable feedback.

Your success is measured by hard data. We expect the following:

Activity Volume: Consistent daily attainment of outbound call volume, talk time, and multi-channel touchpoints (SMS/Email).
Conversion Efficiency: Maintaining a high lead-to-opportunity and opportunity-to-funding percentage.
Quota Attainment: Monthly and quarterly revenue targets are treated as a floor, not a ceiling.
Funnel Management: Zero "leaks" in the pipeline; 100% of assigned PIF leads must be touched within strict SLAs.

Role Requirements:

The Experience: 1+ years of experience in a sales environment
The Mindset: You are competitive and metric-driven. You enjoy seeing your name at the top of the leaderboard and are motivated by hitting stretch goals.
Technical Command: 1+ 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, Able to request, review, and communicate clearly about financial documents
Resilience: High comfort level with "no" and the ability to pivot to a "yes" through consultative selling and persistence.

Compensation:

Annual Targeted Salary: $50,000 – $60,000 CAD

Monthly Variable: You have the potential to earn an additional $2,000 CAD per month in variable compensation. The final payout of variable compensation is determined by achievement of performance metrics.

At Forward Financing, we're committed to fair and transparent compensation. We believe in providing a compensation package that recognizes your skills, experience, and the unique value you bring to our team. We take a market-based approach to pay, regularly reviewing benchmark data to ensure our compensation remains competitive, equitable, and aligned with our performance-driven culture.

Final offers are determined by a variety of factors, including the candidate's qualifications, relevant experience, specific skills, and internal equity. This approach ensures that our compensation is competitive and equitable. Your recruiter will provide specific details on the expected base and variable earnings as it pertains to this specific role. This position is to fill an existing vacancy.

Total Rewards:

Additionally, we offer a comprehensive total rewards package, including but not limited to: medical, dental, vision, a flexible time-off policy, paid parental leave, RRSP match, wellness reimbursement, volunteering days, annual professional development budget, and charitable donation match.

Forward is proud to be a remote-first company, keeping workplace flexibility a top priority for our employees. As a business, we are focused on impact; we are more concerned with your contributions to the success of the company than where you get your work done. To help facilitate in-person collaboration, employees are welcome to work from one of our premiere office locations.

When we aren’t collaborating to drive business and support our customers, we’re finding virtual and in-person ways to get to know our colleagues, celebrate team wins, and have fun together!

Our Culture: The Forward Compass

The Forward Compass is the standard we hold for ourselves and one another - guiding how we lead, collaborate, and show up every day to move in the same direction.

Back the Builders: We are wired to fuel customer progress, not just provide support.
Rooted in People: We create an environment that balances deep connection with the extreme ownership and honesty required to reach our highest potential.
Flying V: We move through coordinated effort with speed and urgency to achieve what no individual could do alone.
Always Forward, Never Finished: We pursue growth with a relentless drive that keeps us ahead of the competition.

About Us:

Forward Financing is a fintech company based in Boston, Massachusetts with team members throughout the United States, Dominican Republic, and Canada. The company is on a mission to unlock the capital that fuels small businesses across America. Whether facing challenges accessing traditional financing or simply needing a convenient, flexible solution, Forward is committed to funding more of the millions of small businesses nationwide. By simplifying the requirements, streamlining the process, and using advanced proprietary technology, Forward is often able to deliver approvals within hours and funds that same day – giving more businesses the financial opportunity they need to thrive. Plus, with their dedicated teams and award-winning service, customers get personalized support when they need it most.

Since 2012, Forward has expanded access to capital by providing over $4.8 billion in funding to more than 92,000 small businesses. The company is A+ rated by the Better Business Bureau with an Excellent / 4.7 stars rating on Trustpilot.com. Recognized as a Best Place to Work by Built In Boston and certified as a Great Place To Work®, Forward is dedicated to empowering both its team and the customers they serve, helping them succeed and thrive.

Equal Opportunity Employment Information

It is the policy of Forward Financing to ensure equal employment opportunity without discrimination or harassment on the basis of race, religion, national origin, status, age, sex, sexual orientation, gender identity or expression, marital or domestic/civil partnership status, disability, veteran status, genetic information, or any other basis protected by law. We welcome and encourage applications from people with disabilities. Please let us know should you require any accommodations. As part of our commitment to a streamlined and equitable hiring experience, we use AI tools to assist with candidate screening and assessment.

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More about this job

Responsibilities

The Senior Customer Engagement Representative is responsible for re-engaging graduated merchants to secure new funding opportunities through high-volume outreach and strategic follow-up. The role involves managing lead queues in Salesforce, acting as a consultant to business owners, and mentoring junior team members.

Requirements

Candidates must have at least 2 years of experience in a high-volume, short-cycle transactional sales environment within a regulated industry. Proficiency in CRM software, specifically Salesforce, and the ability to maintain high activity metrics in a fast-paced environment are required.

Skills

Sales
Customer engagement
Consultative selling
Salesforce
CRM management
Lead generation
Auto-dialer
Financial document review
Time management
Communication
Mentoring
Data analysis
Pipeline management
High-volume sales
Persistence

Benefits

Medical
Dental
Vision
Commuter benefits
Flexible time-off policy
Paid parental leave
401k match
Wellness reimbursement
Volunteering days
Annual professional development budget
Charitable donation match

Remote locations

Ontario, Canada
Alberta, Canada

Remote locations (standardized)

Ontario, Canada
Alberta, Canada

Visa sponsorship

Not detected in the job text

Keywords

Fintech
Sales
Customer Engagement
Salesforce
CRM
Lead Management
Auto-dialer
Financial Services
Consultative Selling
Pipeline Management
Data Analysis
Mentorship
High-volume Sales
Outbound Calling
SMS Marketing
Email Marketing
Underwriting
Processing
Accounting
Performance Metrics
SLA
Remote-first
Capital Funding
Small Business Support

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