Senior Customer Engagement Consultant Remote

Location: Spruce Grove

Transform client relationships at Forward Financing as a Senior Customer Engagement Consultant. Convert past clients and optimize engagement metrics from a remote environment.

This role requires a dynamic approach to winning back clients with paid balances through effective follow-up strategies and consultation. You'll thrive in a high-volume setting, utilizing auto-dialer tools and Salesforce for precise lead management. Your responsibilities will include mentoring junior team members while collaborating with multiple departments to streamline funding processes.

Key Responsibilities:

• Consult effectively with business owners

• Maintain auto-dialing efficiency for high call volume

• Employ Salesforce for accurate record-keeping

• Collaborate with various internal teams

• Provide guidance to junior representatives

Requirements:

• 2+ years of experience in rapid sales cycles

• Proficient in CRM, preferably Salesforce

• Strong organizational and multitasking skills

• Resilient under pressure with a consultative approach

• Comfortable with discussing financial documents

Shape client engagement and drive results at Forward Financing in this remote role.
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