Customer Engagement Representative – Business Development Representative

This is a fully remote position, open to applicants in United States.

📋 Description

• Re-engage former clients with fully paid balances and transform them into new funding opportunities.

• Engage with business owners to evaluate their objectives, address inquiries, and introduce renewal options.

• Utilize a high-volume auto-dialer while delivering top-quality pitches.

• Handle fast-paced lead queues in Salesforce and update records in real-time.

• Collaborate with Sales, Processing, Underwriting, Collections, and Accounting teams to ensure prompt and accurate funding results.

• Mentor and support junior representatives through daily operations and initiatives.

• Examine performance metrics, identify conversion trends, and enhance call timing, script delivery, and lead sources.

• Test new technologies such as dialer improvements and AI logging.

• Provide clear, actionable insights on beta technologies.

• Meet outbound call volume, talk time, and SMS/email communication targets.

• Maintain conversion rates from leads to opportunities and from opportunities to funding.

• Achieve monthly and quarterly revenue objectives.

• Ensure all assigned paid-in-full leads are contacted within strict service level agreements (SLAs).

⛳️ Requirements

• Previous experience in a sales environment.

• A competitive and metrics-driven attitude.

• Preferred experience with daily deal updates in a CRM, with Salesforce being favored.

• Comfortable with high phone activity in a dynamic environment.

• Familiarity with an auto-dialer system.

• Excellent time management skills.

• Strong organizational abilities.

• Capability to request, review, and communicate effectively about financial documents.

• High resilience to rejection and ability to adapt through consultative selling and persistence.

• Must be authorized to work for any employer in the United States.

• Must not require current or future sponsorship.

🏝️ Benefits

• Medical insurance.

• Dental insurance.

• Vision insurance.

• Commuter benefits.

• Flexible time-off policy.

• Paid parental leave.

• 401k match for US employees.

• Wellness reimbursement.

• Volunteering days.

• Annual professional development budget.

• Charitable donation match.

• Remote-first workplace flexibility.

• Access to premier office locations.

• Virtual and in-person team events.