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Added 2 hours ago
FF
Senior Customer Engagement Representative (Senior Business Development Representative)
Forward Financing
Remote, Canada
- Full-time
- Remote
…opportunities through sheer volume, strategic follow-up, and technical…
Added 12 hours ago
WW
Industry Advisor-Manufacturing & Distribution
World Wide Technology
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Founded in 1990, WWT brings together strategy, deep technical expertise and world-class
Added 12 hours ago
E
Principal Software Engineer
EngRadar
Kitamaat 2, BC
- Full-time
Conga is the employer - EngRadar is a job radar, not a recruiter. We track this posting from their own careers page and send you straight there; we never handle applications or CVs.
Added 12 hours ago
M(
Développeur(se) mobile logiciel
MaintainX (An Autodesk Company)
Remote, Canada
- $88,000 to $195,000 CAD / year
- Full-time
- Remote
…differs on health coverage, retirement and leave, and your recruiter will walk you through…
Added 12 hours ago
TH
Technology Partnership Navigator
The Hospital for Sick Children
Toronto, ON
- Full-time
Added 14 hours ago
BT
Full-Stack Developer (1-Year Contract)
Baker Tilly Canada
Vancouver, BC
- Contract
Contribute to all phases of the software development lifecycle, including requirements analysis, technical documentation, code reviews, testing, release management, deployment, and…
Added 23 hours ago
N
Senior Product Manager
nesto
Montreal, QC
- Full-time
Strong technical acumen - ability to engage deeply with engineering on system design, data pipelines, and architecture without losing sight of the customer problem.
Added 1 day ago
BC
Senior DB2 DBA
BMO Capital Markets
Toronto, ON
- Full-time
If you're passionate about database technology, enjoy solving complex technical challenges, and want to make a meaningful impact within a large-scale enterprise environment, we'd love to…
Added 1 day ago
B
Trading Enablement Specialist
BMO
Toronto, ON
- Full-time
Technical proficiency gained through education and/or business experience.
Added 1 day ago
PI
HR Coordinator
Photonic Inc.
Coquitlam, BC
- $71,000 to $97,600 CAD / year
- Full-time
Support recruiters with targeted sourcing, using LinkedIn Recruiter and Boolean search to build candidate pipelines for priority and hard-to-fill roles.
Added 1 day ago
ES
Character Artist - EA Sports NHL
EA SPORTS
Vancouver, BC
- Temporary
…to life. You will combine strong artistic fundamentals with technical expertise in modeling, sculpting, texturing, and material creation to deliver authentic, visually compelling characters…
Added 1 day ago
Character Artist - EA Sports NHL
Electronic Arts
Vancouver, BC
…to life. You will combine strong artistic fundamentals with technical expertise in modeling, sculpting, texturing, and material creation to deliver authentic, visually compelling characters…
Added 1 day ago
Senior Endpoint Operations Consultant
Long View Systems
Calgary, AB
…clear, timely ticket updates. The position works with internal technical teams and vendor support to restore service and maintain reliable, well-documented…
Added 1 day ago
KG
Information Technology Analyst
KEV Group
Toronto, ON
- Full-time
A customer-service mindset - patient, approachable, and able to explain technical issues in plain language
Added 1 day ago
T
Senior Information Security Specialist - AI BISO
TD
Ottawa, ON · Toronto, ON
- Full-time
…annually. You are encouraged to have an open dialogue with your recruiter who can provide more specific pay details for this…
Added 1 day ago
T
IT Manager Development (CIAM)
TD
Toronto, ON
- Full-time
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
Added 1 day ago
RB
Transaction Processing Administrator
Royal Bank of Canada
Toronto, ON
- Full-time
Develop and maintain technical expertise in various applications and macros
Added 1 day ago
M
Représentant(e) des ventes internes – Ventilation
Master
Montreal, QC
- Full-time
Analyze plans, specifications, and proposals to identify technical requirements.
Added 1 day ago
Principal Software Engineer
Conga
Canada
…product is built on. You’ll lead a team of 5 to 8 engineers, set technical direction for authentication and authorization across the platform, and serve as a key technical partner to the…
Added 1 day ago
S
Client Success Specialist
Spektrix
Remote, Canada
- $68,000 to $80,000 CAD / year
- Full-time
- Remote
Technical Escalation & Continuous Improvement: Escalate complex technical issues falling outside standard procedures, while actively identifying opportunities to optimize internal processes…
Added 1 day ago
S
Media Planning Supervisor
Starcom
ON · Ontario, Canada
- Full-time
Technical proficiency, particularly with media systems and MS Excel, Word and PowerPoint
Added 1 day ago
T
Senior Applied Machine Learning Scientist, Generative AI Model Validation ATH# 5480
TD
Toronto, ON · Montreal, QC
- Full-time
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
Added 1 day ago
Senior Engineering Manager - Hospitality
OpenTable
Toronto, ON
As a Senior Engineering Manager of this team, you will be responsible for the team's technical vision, strategy, execution, and the growth of our talented Senior+ product engineers.
Added 1 day ago
Network Administrator
R W Tomlinson
Ottawa, ON
…escalated incidents. The successful candidate will bring strong technical expertise, sound problem-solving skills, and the ability to communicate priorities, risks, and solutions in a…
Added 1 day ago
T
Senior Counsel– Commercial Banking & Lending
TD
Toronto, ON · Montreal, QC
- Full-time
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

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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