[Remote] Analyst, Sales Operations at Forward Financing

United States

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Not SpecifiedCompensation

Entry Level & New GradExperience Level

Full TimeJob Type

UnknownVisa

Financial Technology, FintechIndustries

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

Responsibilities

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

Skills

Key technologies and capabilities for this role

Sales OperationsAnalyticsReportingData AnalysisPerformance MonitoringForecastingCapacity PlanningWorkforce ManagementCross-functional Collaboration

Questions & Answers

Common questions about this position

Is this position remote?

Yes, this is a fully remote position.

What skills are required for the Analyst, Sales Operations role?

Key skills include analytics and reporting for sales performance, data analysis for trends and forecasts, Salesforce CRM administration, capacity planning, and cross-functional collaboration.

What is the company culture like at Forward Financing?

Forward Financing is recognized as a Best Place to Work by Built In Boston and certified as a Great Place To Work, with a mission-driven focus on unlocking capital for small businesses and investing in employees, technology, and customer experience.

What does the team structure look like for this role?

You will work closely with Sales Department leadership, managers, and cross-functionally with Technology, Marketing, Analytics, Finance, Underwriting, and the Executive Leadership Team.

What is the salary or compensation for this position?

This information is not specified in the job description.

Forward Financing

Provides fast funding solutions for small businesses

About Forward Financing

Forward Financing offers fast and flexible funding solutions to small businesses in the United States, focusing on those who may not qualify for traditional bank loans. Their main product is a merchant cash advance, which provides a lump sum of cash in exchange for a percentage of future sales, allowing for quick funding often within 24 hours. Unlike traditional lenders, Forward Financing operates in the alternative lending space, providing a more accessible application process, though at higher fees due to the increased risk. The company's goal is to support small business growth by offering reliable funding while adhering to high ethical standards.

Boston, MassachusettsHeadquarters

2012Year Founded

$365MTotal Funding

DEBTCompany Stage

Fintech, Financial ServicesIndustries

201-500Employees

Benefits

Health Insurance

Dental Insurance

Vision Insurance

401(k) Company Match

401(k) Retirement Plan

Unlimited Paid Time Off

Paid Parental Leave

Wellness Program

Professional Development Budget

Flexible Work Hours

Remote Work Options

Risks

New fintech startups in Boston may challenge Forward Financing's market share.

CEO Jason Mullins' strategic shifts could disrupt operations or alienate clients.

Expansion of $450 million credit facility may increase financial risk if not managed well.

Differentiation

Forward Financing offers fast, flexible funding with approvals within minutes.

The company has provided over $1.9 billion to 45,000 small businesses since 2012.

Forward Financing is A+ rated by the Better Business Bureau and has a 4.9-star Trustpilot rating.

Upsides

Increased demand for alternative lending boosts Forward Financing's market potential.

AI and machine learning enhance Forward Financing's risk assessment and underwriting processes.

Digital-first financial services trend aligns with Forward Financing's online application model.

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