Senior Customer Engagement Representative (Sr BDR)

In this role, you will be responsible for re-engaging former clients and converting paid-in-full accounts into new funding opportunities through high-volume outreach and consultative engagement. You will manage a fast-moving pipeline while ensuring accurate CRM execution and disciplined follow-up across all assigned leads.

• Re-engage previously funded clients and drive renewal and reactivation opportunities


• Conduct high-volume outbound calling using an auto-dialer system


• Deliver consultative conversations with business owners to assess needs and present solutions


• Maintain real-time accuracy and discipline in Salesforce CRM updates and pipeline management


• Achieve and exceed daily activity metrics including calls, talk time, and multi-channel outreach


• Collaborate with internal teams such as Sales, Underwriting, Processing, and Accounting


• Analyze personal performance data to continuously optimize conversion rates


• Mentor and support junior representatives in achieving performance targets


• Participate in testing and feedback cycles for new sales technologies and tools

Requirements

This role requires a resilient and highly competitive sales professional with experience in fast-paced, transactional environments. You are comfortable working under strict performance metrics and thrive in high-volume outreach settings where persistence and adaptability are key to success.

• 2+ years of experience in high-volume, short-cycle sales or customer engagement roles (regulated industry experience preferred)


• Strong CRM experience (Salesforce strongly preferred) with daily deal and pipeline management


• Proven ability to meet and exceed activity and revenue-based KPIs


• Comfortable working in high-call-volume environments with auto-dialer systems


• Strong consultative selling skills and ability to handle objections effectively


• Highly metric-driven mindset with strong analytical and self-coaching abilities


• Excellent time management, organization, and communication skills


• Ability to remain resilient and persistent in the face of rejection


• Experience reviewing financial documents and discussing funding-related details is an asset


• Leadership mindset with ability to support and mentor peers

Benefits

• Competitive base salary of CAD $50,000 – $60,000 annually


• Monthly variable compensation potential up to CAD $2,000 based on performance


• Comprehensive health coverage (medical, dental, vision)


• Flexible time-off policy and paid parental leave


• RRSP matching program


• Wellness reimbursement and annual professional development budget


• Volunteer days and charitable donation matching


• Fully remote-first work environment within Canada


• Occasional access to collaborative in-person office spaces


• Performance-driven culture with strong career growth opportunities