Customer Engagement Representative

Job Summary

Focused on re-engaging previous clients, the full-time remote Customer Engagement Representative will manage high-volume outreach, utilize Salesforce for lead management, and collaborate with internal teams to drive funding opportunities.

Key responsibilities

• Consult with business owners to assess goals and present renewal options
• Master a high-volume auto-dialer environment to deliver effective pitches consistently
• Manage lead queues in Salesforce, ensuring real-time updates and collaboration with internal teams

Required qualifications

• Experience in a sales environment
• Competitive and metric-driven mindset with a focus on achieving stretch goals
• Preferred experience with CRM systems, specifically Salesforce
• Comfortable with high phone activity and fast-paced work environments
• Ability to handle rejection and pivot to a positive outcome through consultative selling