Senior Sales Operations Analyst

Position Overview

• Location Type: Remote
• Job Type: Full-Time
• Salary: Not Specified

Forward Financing is a Boston-based financial technology company with an operational hub in the Dominican Republic, focused on unlocking capital for 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 committed to investing in its employees, technology, and customer experience for long-term success.

As the Senior Sales Operations Analyst, you will be responsible for analytics and reporting to drive the success of the Sales Department. This role involves investigating and implementing opportunities for increased sales efficiency and revenue growth, collaborating closely with department leadership and other business functions including Technology, Marketing, Analytics, Finance, and the Executive Leadership Team.

Responsibilities

• Act as a Strategic Partner: Join weekly meetings and partner directly with Sales leaders to understand their focus areas and become embedded in the team.
• Monitor Performance and Share Insights with Sales Leadership: Review sales performance data and trends weekly, sharing insights with sales leaders and managers to direct focus and sales strategies.
• Monitor Performance and Share Insights with Senior Leadership: Analyze and communicate broader sales performance trends, strategic insights, and forecasts to leadership, managers, and other stakeholders monthly to drive the overall success of the Sales Department.
• Collaborate Cross-Functionally to Drive Profitability: Serve as the liaison between the Sales Department and other business functions 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 the Presidents Club Leaderboard; 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: Conduct 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, particularly those underserved by traditional financing. Joining the team means helping ensure all small businesses have access to the financial support they need to succeed.
• Flexibility is a Top Priority: Employees are empowered to choose their work location (home, office, or hybrid) and benefit from flexible hours.

Role Requirements

• Experience: 3+ years of experience in sales analysis, sales operations, consulting, finance, or a related analytical role.
• Education: Bachelor's degree required.
• Technical Skills:
  • Advanced skills with Microsoft Excel (pivot tables, VLOOKUPs, nested IF statements, index match, etc.).
  • Proficiency with Microsoft PowerPoint and other related tools.
  • Proficiency with CRM systems (Salesforce Admin Certification preferred).
  • Proficiency with common analytics tools and BI tools such as Tableau (Tableau Certification and SQL experience preferred).
• Problem-Solving: Experience evaluating unique problems, collaboratively creating solutions, drafting project plans, and delivering effective new business processes.
• Interpersonal Skills: Ability to build long-lasting relationships with key contacts at all levels of the organization.
• Personal Attributes: Self-starter, confident, with strong attention to detail.