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Added 3 hours ago
FF
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 1 day ago
AA
SDR/AE - AI Guest Communication Platform for Hospitality
Ask Arthur
Remote, Canada
- $48,000 to $84,000 CAD / year
- Full-time
- Remote
We’re hiring a driven, organized, and tech-savvy Sales Development Representative (SDR)/AE to scale outbound sales and partnerships.
Added 1 day ago
P
Business Development Representative
Pagefreezer
Remote, Canada
- $55,000 to $65,000 CAD / year
- Full-time
- Remote
Are you the newest Business Development Representative at Pagefreezer?
Added 1 day ago
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Business Development Representative
Float
Remote, Canada
- $85,000 to $100,000 CAD / year
- Full-time
- Remote
Collaboration with Sales – Partnering with Account Executives to set up successful discovery and demo calls, and drive campaigns and tactics that get results.
Added 1 day ago
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Head of Sales
Pergolux
Remote, Canada
- $130,000 to $160,000 CAD / year
- Full-time
- Remote
Develop effective showroom sales processes, including lead handoffs, sales representative involvement, showroom sales performance, and channel coordination to prevent conflicts between…
Added 1 day ago
LM
Underwriting Co-Op Student (Summer term, May - August 2027)
Liberty Mutual Canada
Remote, Canada
- Contract
- Remote
…to stake corporate capital. Additionally, the role requires sales and marketing skills through interaction with brokers to differentiate our product and services from our…
Added 1 day ago
CE
Business Development Manager – Wear Solutions (Mining)
Castolin Eutectic
Remote, Canada
- $110,000 to $150,000 CAD / year
- Full-time
- Remote
…Maintenance Manager, Millwright, Mechanical Technologist, Technical Sales Representative, Welding Specialist, Engineer, or Business Development Professional within heavy…
Added 4 days ago
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Sales Development Representative
Pavago
Remote, Canada
- Remote
We’re looking for a proactive and results-driven Sales Development Representative (SDR) to build a strong sales pipeline through targeted outbound prospecting and lead qualification. You’ll…
Added 5 days ago
S
Business Development Representative
Spare
Remote, Canada
- $82,000 to $112,000 CAD / year
- Full-time
- Remote
We are hiring a new Business Development Representative at Spare!
Added 5 days ago
M
Business Development Representative
Miovision
Remote, Canada
- Full-time
- Remote
Miovision is seeking a Business Development Representative to drive top-of-funnel pipeline growth across Western Canada and the USA. In this role, you will partner with marketing and sales…
Added 5 days ago
IS
Business Development Representative
Irth Solutions
Remote, Canada
- Full-time
- Remote
At least 1 year experience in a business development role
Added 6 days ago
H
Sales Development Representative - B2B
Huzzle
Remote, Canada
- Full-time
- Remote
We are seeking a motivated, results-oriented Sales Development Representative to join a growing sales team. In this role, you will play a key part in driving business growth by engaging…
Added 7 days ago
ES
Bilingual Business Development Coordinator - French (Telemarketer)
Embark Student Corp.
Remote, Canada
- $21 to $23 CAD / hour
- Temporary
- Remote
…to potential customers and booking appointments for internal Sales…
Added 8 days ago
S
Business Development Representative, Enterprise
Spellbook
Remote, Canada
- $65,000 to $100,000 CAD / year
- Full-time
- Remote
The Business Development Representative, Enterprise utilizes the core capabilities of a BDR to generate new business opportunities at accounts not already showing interest in Spellbook.…
Added 8 days ago
LC
Team Lead, Hospitality Sales
Lightspeed Commerce, Inc.
Remote, Canada
- Full-time
- Remote
Lightspeed is seeking a Team Lead, Hospitality Sales. Reporting to the Sales Manager, you’ll directly lead a pod of Sales Development Representatives (SDRs) to achieve their goals while…
Added 8 days ago
SS
Sales Development Representative
So Shall We
Remote, Canada
- Contract
- Remote
- Have closed deals over the phone (B2B, outbound, or commission sales)
Added 9 days ago
K
Senior Business Development Representative
Kindsight
Remote, Canada
- $55,000 to $85,000 CAD / year
- Full-time
- Remote
The Senior Business Development Representative will support our Account Executives (AE) in developing our pool of sales pipeline. Activities include generating outbound leads using phone,…
Added 9 days ago
P
Managing Vice President, Consulting
Pariveda
Remote, Canada
- $345,400 to $367,900 CAD / year
- Full-time
- Remote
10+ years of leadership experience in IT strategy, custom development, project management, technology services solutions sales and delivery, practice leadership, and P&L management.
Added 9 days ago
C
Sales Development Representative - Inbound (Spanish or English Speaker)
Cloudtalk
Remote, Canada
- Full-time
- Remote
…high-impact team in Barcelona and we're now on the lookout for a new Sales Development Representative…
Added 9 days ago
E
Sales Representative (Ontario)
Exoticca
Remote, Canada
- Full-time
- Remote
The Sales Representative (B2B) is a field-based sales role focused on developing and growing Exoticca's Tier 2 and Tier 3 agency accounts (Silver & Bronze) within an assigned territory.…
Added 9 days ago
E
Sales Representative (Quebec)
Exoticca
Remote, Canada
- Full-time
- Remote
The Sales Representative (B2B) is a field-based sales role focused on developing and growing Exoticca's Tier 2 and Tier 3 agency accounts (Silver & Bronze) within an assigned territory.…
Added 9 days ago
CE
Business Development Manager - Mining
Castolin Eutectic
Remote, Canada
- $110,000 to $150,000 CAD / year
- Full-time
- Remote
You may already be a successful technical sales representative, business development professional, or industrial sales specialist. You know how to identify potential customers, get past the…
Added 11 days ago
PF
Outbound Sales Development Representative (SDR)
Puzzle Financial Inc
Remote, Canada
- $70,000 to $110,000 CAD / year
- Full-time
- Remote
Title: Outbound Sales Development Representative (SDR)
Added 11 days ago
PF
Inbound Sales Development Representative (SDR)
Puzzle Financial Inc
Remote, Canada
- $65,000 to $90,000 CAD / year
- Full-time
- Remote
Title: Inbound Sales Development Representative (SDR)
Added 11 days ago
SS
Outbound Business Development Representative (BDR)
Safe Software
Remote, Canada
- $73,500 CAD / year
- Full-time
- Remote
As an Outbound Business Development Representative, you'll focus on generating qualified sales opportunities through proactive outreach to new prospects and existing customer accounts.…

Forward Financing

Senior Customer Engagement Representative (Senior Business Development Representative)

Remote, Canada

Remote

Full-time

Apply About employer

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Job details

Job type: Full-time
Workplace: Remote
Experience: The Experience: 1+ years of experience in a sales environment
Posting language: English
Posted: Oct 21, 2026

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 $5+ billion in funding to more than 100,000 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 will focus on re-engaging previous clients to secure new funding opportunities through high-volume outbound calling and strategic follow-up. They will also act as a consultant to business owners, manage lead queues in Salesforce, and mentor junior team members.

Requirements

Candidates must have at least one year of experience in a sales environment and proficiency with CRM software like Salesforce. The role requires a metric-driven mindset, comfort with high-volume auto-dialer activity, and the ability to handle financial documentation.

Skills

Sales
Business development
Customer engagement
Consultative selling
Salesforce
CRM management
Lead management
Auto-dialer
Financial document analysis
Communication
Time management
Organization
Mentoring
Data analysis
Persistence

Benefits

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

Remote locations

Ontario, Canada
Alberta, Canada
British Columbia, Canada

Remote locations (standardized)

Alberta, Canada
British Columbia, Canada
Ontario, Canada

Visa sponsorship

Not detected in the job text

Keywords

Fintech
Sales
Business Development
Customer Engagement
Salesforce
CRM
Auto-dialer
Lead Generation
Consultative Selling
Financial Services
Small Business Funding
Pipeline Management
Data Analysis
Mentorship
Remote-first
KPIs
Outbound Sales
SLA
Conversion Optimization
Account Management

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