Job Overview
Location
Remote - Ontario
Job Type
Full-time
Category
Sales
Date Posted
May 21, 2026
Full Job Description
đź“‹ Description
- • Prospect previously approved small business owners who did not complete their financing applications and convert partially completed submissions into full approvals.
- • Engage in high-volume outbound calling using an auto-dialer system, maintaining consistent pitch quality and energy across 100+ daily calls.
- • Conduct real-time conversations with SMB owners to assess their business needs, address objections, and present customized funding solutions.
- • Educate prospects on the company’s revenue-based financing product, application process, and speed of funding approvals—often within hours.
- • Drive urgency and clear call-to-actions to maximize application completions and increase conversion rates.
- • Track and update all lead activity, status changes, and communication history in Salesforce CRM with precision and consistency.
- • Maintain daily targets for outbound call volume, talk time, and multi-channel touchpoints including SMS and email.
- • Collaborate with the Manager, Direct Sales, Marketing, and Product teams to provide feedback and contribute to funnel optimization.
- • Manage multiple concurrent conversations while staying organized, adhering to internal compliance and procedural guidelines.
- • Adapt quickly to evolving sales strategies, product updates, and shifting team priorities in a fast-paced, metrics-driven environment.
- • Measure success against monthly and quarterly KPIs, consistently exceeding targets for pipeline generation and revenue contribution.
- • Utilize tools such as Dialpad, Salesforce, and Tableau to monitor performance, analyze data, and report on lead progression.
- • Maintain accurate and detailed CRM notes to support follow-up, reporting, and team alignment.
- • Operate in a remote-first environment with full expectation of self-discipline, time management, and consistent productivity.
- • Contribute to a culture rooted in direct communication, authenticity, kindness, and relentless pursuit of mission-driven outcomes.
🎯 Requirements
- • 1+ years in a sales, lead generation, or customer engagement role (high-volume environment preferred)
- • Proven phone presence, fast typing speed, and strong written communication skills
- • Comfort using Dialpad, Salesforce, and Tableau
- • Metric-driven mindset with ability to meet and exceed daily and monthly KPIs
- • Relentless follow-up discipline and ability to manage multiple concurrent conversations
- • Ability to adapt quickly in a fast-paced, evolving sales environment
🏖️ Benefits
- • Annual targeted salary of $50,000 – $60,000 CAD
- • Potential to earn up to $1,600 CAD per month in variable compensation based on performance metrics
- • Comprehensive total rewards package including medical, dental, and vision coverage
- • Flexible time-off policy and paid parental leave
- • RRSP match and wellness reimbursement
- • Annual professional development budget and charitable donation match
- • Access to premium office locations for in-person collaboration (optional)
Skills & Technologies
About Forward Financing, LLC
Forward Financing, founded in 2012 and headquartered in Boston, Massachusetts, provides working capital to small and medium-sized businesses across the United States through merchant cash advances and short-term loans. The company uses proprietary technology and data analytics to offer fast approvals and funding, typically within one business day, without requiring collateral or perfect credit. Serving over 35,000 businesses, Forward Financing focuses on industries such as retail, restaurants, and services. It emphasizes transparent terms and dedicated customer support to help clients manage cash flow, purchase inventory, expand operations, or address unexpected expenses.
Subscribe to the weekly newsletter for similar remote roles and curated hiring updates.
Newsletter
Weekly remote jobs and featured talent.
No spam. Only curated remote roles and product updates. You can unsubscribe anytime.
