Senior Customer Engagement Representative, Business Development

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

📋 Description

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

• Communicate with business owners to evaluate their goals, answer inquiries, and present renewal options.

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

• Manage fast-paced lead queues in Salesforce and update funnel stages in real time.

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

• Support and mentor junior representatives through daily processes and initiatives.

• Analyze performance data, identify conversion challenges, and modify call timing, script delivery, or lead-source strategies.

• Test new technologies, including dialer enhancements and AI logging, and provide constructive feedback.

• Achieve targets for outbound call volume, talk time, SMS/email touchpoints, conversion rates, revenue, and funnel management.

• Engage with 100% of assigned paid-in-full leads within strict service level agreements (SLAs).

⛳️ Requirements

• A minimum of 1 year of experience in a sales environment.

• A competitive and metrics-driven mindset.

• Preferably experienced in updating deals daily in a CRM; Salesforce is preferred.

• Comfortable with high phone activity in a fast-paced setting.

• Familiarity with using an auto-dialer.

• Strong time management skills.

• Excellent organizational habits.

• Capable of requesting, reviewing, and clearly communicating 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

• Monthly variable compensation potential of $2,000 USD.

• Medical insurance.

• Dental insurance.

• Vision insurance.

• Commuter benefits.

• Flexible time-off policy.

• Paid parental leave.

• 401(k) 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.