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Added 3 hours ago
FF
Senior Customer Engagement Representative (Senior Business Development Representative)
Forward Financing
Remote, Canada
- Full-time
- Remote
Act as a Consultant: Speak with business owners to assess goals, address questions, and present renewal options
Added 5 hours ago
PC
Salesforce Platform Owner
Parkland Corporation
Calgary, AB
- Full-time
Highly Preferred: Certified Scrum Product Owner (CSPO), PMI-ACP, or Salesforce Certified Sales/Service Cloud Consultant.
Added 5 hours ago
PC
Salesforce Platform Owner
Parkland Corporation
Calgary, AB
- Full-time
Highly Preferred: Certified Scrum Product Owner (CSPO), PMI-ACP, or Salesforce Certified Sales/Service Cloud Consultant.
Added 7 hours ago
BC
Quality and Patient Safety Consultant
Brant Community Healthcare System
Brantford, ON
- Full-time
Through demonstrated proficiency in quality improvement and business methodologies, education, innovation, and role modeling, the consultant will assist programs to:
Added 8 hours ago
EL
Consultant(e) principal(e) aux ventes – Cancer du sein et Hématologie (Québec et provinces de l’Atlantique)
Eli Lilly and Company
Quebec, QC
- Full-time
Lilly est à la recherche d’un(e) consultant(e) aux ventes dans les domaines du cancer du sein et de l’hématologie. Ce poste hybride couvre le domaine du cancer du sein dans la région du…
Added 8 hours ago
AG
Superintendent - Environment
Artemis Gold - Blackwater Project
BC
- Other
…programs• Coordinate health and safety requirements (contractor/consultant) for implementing field programs, including spending time directly in the field as required • Lead budgeting and…
Added 9 hours ago
SI
Oracle Revenue Management and Billing - Strong Functional-Technical
Smart IT Frame LLC
Toronto, ON
- Contract
We are seeking an experienced Senior ORMB Functional Consultant with strong expertise in Oracle Revenue Management and Billing (ORMB) and revenue/billing management.
Added 10 hours ago
FV
Infant/Child Development Consultant
Fraser Valley Child Development Centre
Abbotsford, BC
- Part-time
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Added 11 hours ago
CT
TECHNICAL INTEGRATION & CONVERSION COORDINATOR - RIS / PACS
Chrome Technologies
Montreal, QC
- Full-time
As a Chrome Technologies consultant, the successful candidate will work with our clients to deliver the projects they have entrusted to us.
Added 12 hours ago
J
French-speaking Sales Consultant
JobsMedia.io
Prince Edward, ON
- Full-time
Business Development: Build and nurture relationships with clients to understand their hiring needs and act as a trusted Consultant regarding market trends and candidate availability.
Added 12 hours ago
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B2B Sales Consultant - 100% in-office
JobsMedia.io
Prince Edward, ON
- Full-time
Business Development: Build and nurture relationships with clients to understand their hiring needs and act as a trusted Consultant regarding market trends and candidate availability.
Added 13 hours ago
LG
Airfield Operations & Aviation Safety Support
Little Globe Aviation Consulting
Montreal, QC
- Full-time
Work closely with the Lead Aviation Safety Consultant through remote collaboration
Added 13 hours ago
PS
Senior IBM Maximo Consultant
PlanIT Search
Toronto, ON · Greater Toronto Area, Canada
- $110 to $115 CAD / hour
- Contract
I’m looking for an IBM Maximo Consultant with deep, hands-on configuration and implementation experience for a major enterprise implementation in Toronto.
Added 14 hours ago
C
Conseiller(ère) principal(e) – Gouvernance des TI
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Montreal, QC
- Full-time
CGI Montreal is looking for a Senior Consultant in IT Governance. As part of CGI’s Business Consulting team, you will join the CIO Advisory practice with a specialization in IT governance…
Added 14 hours ago
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Sooke School District 62
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- Part-time
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Added 14 hours ago
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Added 15 hours ago
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- Full-time
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Added 15 hours ago
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Added 16 hours ago
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RQ00827 – Specialized IT Consultant – Senior
S M Software Solutions Inc
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We are seeking a Senior Specialized IT Consultant – IBM Maximo Manage with extensive hands-on experience in Maximo configuration, functional implementation, work management, asset and…
Added 19 hours ago
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Senior Project Manager
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As a CBRE Project Management Sr. Consultant, you will be responsible for providing consulting services to an assigned market or high-profile client accounts to help achieve the company's…

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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