Senior Sales Operations Analyst

About Forward Financing

Forward Financing is a financial technology company headquartered in Boston, Massachusetts, with team members across the United States, Dominican Republic, and Canada. Our mission is 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 Financing is dedicated to investing in its employees, technology, and customer experience to ensure long-term success.

The Opportunity: Senior Sales Operations Analyst

As the Senior Sales Operations Analyst, you will be crucial in driving the success of our Sales Department through advanced analytics and reporting. This role involves identifying and implementing opportunities for increased sales efficiency and revenue growth, collaborating closely with Sales leadership and cross-functional teams including Technology, Marketing, Analytics, Finance, and the Executive Leadership Team.

Key Responsibilities

• Act as a Strategic Partner: Engage in weekly meetings and directly partner with Sales leaders to understand their focus areas and embed within the team's operations.
• Monitor Performance and Share Insights with Sales Leadership: Regularly review sales performance data and trends, sharing insights weekly with sales leaders and managers to inform strategy.
• Monitor Performance and Share Insights with Senior Leadership: Analyze and communicate broader sales performance trends, strategic insights, and forecasts to leadership, managers, and stakeholders monthly to drive overall departmental success.
• Collaborate Cross-Functionally to Drive Profitability: Serve as a bridge between the Sales Department and other functions (Underwriting, Finance, Marketing, Technology, Analytics, Executive Leadership) to collaborate on key initiatives that advance the business.
• Manage and Optimize the Sales Pipeline: Analyze pipeline health, identify bottlenecks, ensure effective lead management, and evaluate sales channel/partnership performance for optimization recommendations.
• Support Test and Learn Initiatives: Provide data-backed support for sales pilot programs (e.g., new strategies, tools, incentive plans) to assess their effectiveness.
• Administer Compensation and Awards Plans: Maintain the Presidents Club Leaderboard and compile/submit monthly incentives and sales contest compensation.
• Administer CRM Systems: Update Salesforce as needed to support the Sales team.
• Perform Ad-Hoc Analysis: Conduct in-depth sales analysis to optimize sales effectiveness, productivity, and overall business performance.
• Build Comprehensive Tableau and Salesforce Dashboards: In partnership with Sales Leadership and Analytics, develop dashboards that deliver actionable insights and drive business impact.

Why You Should Apply

• Mission-driven Company: Forward Financing provides fast, flexible funding to small businesses often underserved by traditional options, directly contributing to their success.
• Flexibility is a Top Priority: Enjoy a remote-first work environment, empowering employees to choose their work location and benefit from flexible hours.

Role Requirements

• 3+ 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.) and PowerPoint.
• Proficient with CRM systems (Salesforce Admin Certification preferred).
• Proficient with common analytics 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 an analytical mind to problem-solving.

Compensation and Total Rewards

Annual Targeted Salary: $105,000 – $125,000 CAD

Annual Target Bonus: 10%

Forward Financing is committed to fair and transparent compensation, ensuring packages recognize your skills, experience, and unique value. We use a market-based approach, regularly reviewing benchmark data to remain competitive and equitable.

Final offers are influenced by qualifications, relevant experience, specific skills, and internal equity. Your recruiter will provide specific details on expected base and variable earnings for this role.

Additionally, we offer a comprehensive total rewards package, including medical, dental, vision, commuter benefits, a flexible time-off policy, paid parental leave, 401k match for US employees, wellness reimbursement, volunteering days, an annual professional development budget, and charitable donation match.

Work Environment

Forward is proud to be a remote-first company, prioritizing workplace flexibility. We focus on impact and your contributions, regardless of where work is done. Employees are welcome to work from our premiere office locations for in-person collaboration. We foster virtual and in-person ways to connect, celebrate team wins, and have fun together.

Forward Financing Core Values

• Drive the Mission: We believe in financial opportunity for underserved small businesses, saying “yes” when others say “no.”
• Keep It Real: We value direct communication, candid feedback, and authenticity, operating as an open book.
• Act with Kindness: We create an environment where caring is cool and helping is the norm, always doing the right thing.
• Shoot for Extraordinary: We are inspired by innovative thinking and continuous improvement, never settling for yesterday’s best.

Key skills/competency

• Sales Operations
• Sales Analysis
• Salesforce Administration
• Tableau Dashboards
• Microsoft Excel
• SQL
• Business Intelligence
• Cross-functional Collaboration
• Pipeline Management
• Financial Technology