The Senior Customer Engagement Representative focuses on re-engaging previous clients with a paid in full balance, utilizing high-volume dialing, Salesforce for management, and mentoring junior representatives while optimizing performance metrics for conversion and revenue targets.

Manage a portfolio of small and medium business customers to grow relationships and secure additional capital. Analyze business profiles and financial history to recommend Forward Financing products. Use data and reporting to prioritize opportunities, own the sales process from approval to close, and meet monthly quotas while collaborating with underwriting and peers.

The Sales Development Representative engages with SMB owners to drive lead conversion by addressing their concerns and presenting funding options. They manage high call volumes, track lead activity in Salesforce, and collaborate with other teams to improve the sales funnel.