Analyst, Sales Operations

Forward Financing is a financial technology company based in Boston, Massachusetts with team members throughout the United States, Dominican Republic, and Canada. The company is on a mission to unlock the capital that fuels small businesses across America. Recognized as a Best Place to Work by Built In Boston and certified as a Great Place To Work®, Forward is investing in its employees, technology, and customer experience – with long-term success in mind every step of the way.

As Analyst, Sales Operations, you will be responsible for analytics and reporting used to drive the success of our Sales Department. In this role, you will investigate and implement opportunities for increased sales efficiency and revenue growth, working closely with department leadership and other functions in the business including Technology, Marketing, Analytics, Finance, and the Executive Leadership Team.

In this role you will:

• Monitor Performance and Share Insights with Sales Leadership: Review sales performance data and trends and share with sales leaders and managers to direct focus and sales strategies.

• Analyze Performance Trends and Create Forecasts: Analyze and communicate larger sales performance trends, strategic insights, and forecasts to leadership, managers, and other stakeholders on a monthly basis to drive the overall success of the Sales Department.

• Assist with Capacity Planning and Workforce Management: Help create capacity plans and ensure we have enough resources to meet volume demands.

• Collaborate Cross-Functionally to Drive Profitability: Be the bridge between the Sales Department and other functions in the business to effectively collaborate on key initiatives that drive the business forward including Underwriting, Finance, Marketing, Technology, Analytics, and the Executive Leadership Team.

• Manage and Optimize the Sales Pipeline: Analyze the health and progression of the sales pipeline, identify bottlenecks, and ensure effective lead management. Evaluate the performance of various sales channels and partnerships to recommend optimization strategies.

• Support Test and Learn Initiatives: Support sales pilot programs (e.g., new sales strategies, tools, incentive plans) from a testing and data perspective to draw data-backed conclusions on their effectiveness.

• Administer Compensation and Awards Plans: Update Presidents Club Leaderboard and compile annual awards data; adminster Sales SPIFs; compile and submit monthly incentives and sales contest compensation

• Administer CRM Systems: Update Salesforce as needed to support the Sales team.

• Perform Ad-Hoc Analysis: Perform in-depth sales analysis and leverage findings to optimize sales effectiveness, productivity, and overall business performance.

Why you should apply:

• Mission driven company: Forward is a trusted source of fast, flexible funding for small businesses that have often been underserved by traditional financing options. When you join the team, you will help ensure all small businesses have access to the financial support they need to succeed.

• Flexibility is a top priority: Our employees are empowered to choose where they want to work (whether that’s from home, in the office, or a combination of both) with flexible hours.

Role Requirements:

• 2+ years of experience in sales analysis, sales operations, consulting, finance, or a related analytical role.

• Bachelor’s degree required.

• Advanced skills with Microsoft Excel (pivot tables, VLOOKUPs, nested IF statements, index match, etc.), PowerPoint, and other related tools.

• Proficient with CRM systems (Salesforce Admin Certification preferred).

• Proficient with common analytics tools and BI tools such as Tableau (Tableau Certification and SQL experience preferred).

• Experience evaluating unique problems, collaboratively creating solutions, drafting project plans and delivering effective new business processes.

• Ability to build long-lasting relationships with key contacts at all levels of the organization.

• Self-starter, confident, with strong attention to detail and an ability to apply your analytical mind to solving problems.

Forward Financing Core Values:

• Drive the Mission - We believe in financial opportunity for underserved small businesses. We say “yes” when others say “no.”

• Keep It Real - We value direct communication, candid feedback, and authenticity. We are an open book.

• Act with Kindness - We create an environment where caring is cool and helping is the norm. We do the right thing.

• Shoot for Extraordinary - We are inspired by innovative thinking and continuous improvement. We never settle for yesterday’s best.

About Us:

Forward Financing is a financial technology company based in Boston, Massachusetts with team members throughout the United States, Dominican Republic, and Canada. The company is on a mission to unlock the capital that fuels small businesses across America. Whether facing challenges accessing traditional financing or simply needing a convenient, flexible solution, Forward is committed to funding more of the millions of small businesses nationwide. Forward offers revenue-based financing – delivering an upfront sum of working capital in exchange for a set amount of the business’s future revenue. By simplifying the requirements, streamlining the process, and using advanced proprietary technology, Forward is often able to deliver approvals within hours and funds that same day – giving more businesses the financial opportunity they need to thrive. Plus, with their dedicated teams and award-winning service, customers get personalized support when they need it most.

Since 2012, Forward has expanded access to capital by providing over $4 billion in funding to nearly 80,000 small businesses. The company is A+ rated by the Better Business Bureau with an Excellent / 4.7 stars rating on Trustpilot.com. Recognized as a Best Place to Work by Built In Boston and certified as a Great Place To Work®, Forward is dedicated to empowering both its team and the customers they serve, helping them succeed and thrive.

Perks & Benefits:

At Forward, our team members are at the heart of our company, and we are committed to taking care of them as people, not just employees. We offer a comprehensive benefits package, including but not limited to: medical, dental, vision, and commuter benefits, a flexible time-off policy, paid parental leave, 401k match for US employees, wellness reimbursement, volunteering days, annual professional development budget, and charitable donation match.

Workplace flexibility is a top priority at Forward too. Our Employee Choice policy means that almost all of our employees get to decide where they work. As a business, we are focused on impact; we are more concerned with your contributions to the success of the company than where you get your work done. If face-to-face time is desired, people managers are empowered to find a cadence that works for their team. 

When we aren’t collaborating to drive business and support our customers, we’re finding virtual and in-person ways to get to know our colleagues, celebrate team wins, and have fun together! 

US Equal Opportunity Employment Information

Forward Financing is proud to be an equal opportunity employer, and is committed to fostering a fair and inclusive culture built on a foundation of high performance and exceptional customer experience. With a laser focus on employee impact, we’re able to reduce biases and ensure the right people are in the right jobs to contribute to our mission. The varied perspectives of our people fuel innovation and make us a stronger team. By embracing what makes each of us unique, we create a supportive environment where people feel valued, accepted, and empowered to thrive.

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