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Added 58 mins ago
G
Account Executive (AI Native)
Ground
Toronto, ON
- Full-time
Turn inbound and outbound opportunities into revenue
Added 10 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 14 hours ago
P
Sales Development Representative
ParagraphAI
Toronto, ON
- Full-time
We're hiring a Sales Development Representative (SDR) to find new customers, start conversations, and generate sales opportunities for our growing portfolio of AI products.
Added 17 hours ago
RS
Director of Business Development
Red Seal Fire Protection
Windsor, ON
- Full-time
When your volume calls for it, hire and coach a Business Development Representative to book first meetings for you.
Added 20 hours ago
WS
Service Centre Outbound Specialist (Fixed Term)
WCG Services
Toronto, ON
- Full-time
The Service Centre Outbound Specialist is a customer-focused role within the Claims Team, responsible for obtaining and processing Checkpoint Claims to support program outcomes and ensure…
Added 1 day ago
TS
Bilingual Customer Service Representative
The Sydney Call Centre
Sydney, NS
- Other
MCI is one of the fastest-growing tech-enabled business services companies in the US, delivering Customer Experience (CX), Business Process Outsourcing (BPO) and technology solutions across…
Added 1 day ago
B
Trading Enablement Specialist
BMO
Toronto, ON
- Full-time
Creates innovative business development strategies, including collaborating with other BMO partners to grow the business.
Added 1 day ago
MC
Sales Development Representative
Modern Campus
Canada
- Full-time
We are seeking a Sales Development Representative with relevant business experience to support lead generation and conversion efforts within the Sales team. The ideal candidate is…
Added 1 day ago
C
Financial Services Representative - Trois-Rivières
CIBC
Trois-Rivières, QC
- Full-time
As a member of the Personal and Business Banking team, you’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients’ lives. As a Financial Services…
Added 1 day ago
A
Sales Development Representative
Amilia
Montreal, QC
- Full-time
…community organization run better. We're looking for a Sales Development Representative to be the first voice prospects hear from us. You’ll be the engine behind our pipeline: sourcing new…
Added 1 day ago
C
Financial Services Representative II
CIBC
Brampton, ON
- Full-time
As a member of the Personal and Business Banking team, you’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients’ lives. As a Financial Services…
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
LR
Insurance Business Development Representative
Leap Recruitment Partners
Coquitlam, BC
- Contract
Job Title: Business Development Representative.
Added 2 days ago
C
Financial Services Representative II
CIBC
Beaverton, ON
- Full-time
As a member of the Personal and Business Banking team, you’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients’ lives. As a Financial Services…
Added 2 days ago
MC
Business Development Associate
MRL Consulting Group | Global Niche Technology Recruitment
Toronto, ON
- Full-time
Inside Sales Associate (Business Development)
Added 2 days ago
T
Bilingual Contact Center Representative, Canadian Banking, Credit Cards
TD
Montreal, QC
- Full-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…
Added 2 days ago
BW
Customer Service Representative
Bradford White
Halton Hills, ON
- Full-time
The Customer Service Representative role is responsible for providing support to the Sales Team and providing a consistent first point of contact for clients through excellent telephone &…
Added 2 days ago
QR
Sales Representative
Quincaillerie Richelieu Ltée/Richelieu Hardware Ltd
Vancouver, BC
- Full-time
…team member to fill a permanent, full-time position as a Sales Representative – Vancouver Whitehorse Richmond…
Added 2 days ago
C
Financial Services Representative II
CIBC
Burlington, ON · PCF-Guelph Line
- Full-time
As a member of the Personal and Business Banking team, you’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients’ lives. As a Financial Services…
Added 2 days ago
C
Financial Services Representative
CIBC
Toronto, ON
- Full-time
As a member of the Personal and Business Banking team, you’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients’ lives. As a Financial Services…
Added 2 days ago
C
Financial Services Representative II
CIBC
Toronto, ON
- Full-time
As a member of the Personal and Business Banking team, you’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients’ lives. As a Financial Services…
Added 2 days ago
Q
Business Development Representative
Quandri
Vancouver, BC
- Full-time
Quandri is seeking a Sales Development Representative to join our team. The Sales Development team at Quandri is often the first point of contact for many of our target customers. Your…
Added 2 days ago
CC
Customer Service Representative - Bilingual in French
Cintas Canada
Toronto, ON
- Full-time
Cintas is seeking a Customer Service Representative to provide customer service to both our internal partners and our external customers through various activities. Responsibilities include…
Added 2 days ago
B
Sales Development Representative
BoomerangFX
Mississauga, ON
- Full-time
At least three years of outbound B2B sales experience in an SDR, BDR, inside sales or comparable business development role.
Added 2 days ago
ED
Inside Sales & Business Development Representative
EM Dynamics
Toronto, ON · Scarborough, ON
- $25 to $30 CAD / hour
- Full-time
EM Dynamics is seeking a highly motivated, professional, and outgoing Inside Sales & Business Development Representative to support our continued growth across North America.

Forward Financing

Senior Customer Engagement Representative (Senior Business Development Representative)

Remote, Canada

Remote

Full-time

Apply About employer

Applications open in a new tab.

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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