Customer Engagement Representative (Business Development Representative)

Forward Financing Customer Engagement Representative (Business Development Representative) An Hour AgoSaved Remote United States 50K-60K Annually Entry level 50K-60K Annually Entry levelFintech • Financial ServicesRe-engage previously paid-in-full small-business clients and convert them into new funding opportunities through high-volume outbound calls, SMS, and email. Manage Salesforce lead queues, maintain accurate funnel records, meet activity and revenue quotas, analyze conversion performance, and collaborate with sales, processing, underwriting, collections, and accounting teams. The role also mentors junior representatives and pilots new dialer and AI documentation technologies.Top Skills: Ai LoggingAuto-DialerEmailSalesforceSms