Forward Financing

Senior Sales Operations Analyst

Ontario, Canada

Not SpecifiedCompensation
Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial TechnologyIndustries

Requirements

Candidates should possess at least 3 years of experience in sales analysis, sales operations, consulting, finance, or a related analytical role, requiring a Bachelor’s degree. Advanced skills in Microsoft Excel, including pivot tables, VLOOKUPs, and nested IF statements, are essential, along with proficiency in CRM systems (Salesforce Admin Certification preferred) and common analytics tools and BI tools such as Tableau (Tableau Certification and SQL experience preferred). Experience evaluating unique problems and delivering effective new business processes is also required.

Responsibilities

As the Senior Sales Operations Analyst, you will act as a strategic partner to Sales leaders, monitor performance and share insights with Sales Leadership and Senior Leadership on a weekly and monthly basis, collaborate cross-functionally to drive profitability, manage and optimize the sales pipeline, support test and learn initiatives, administer compensation and awards plans, administer CRM systems, and perform ad-hoc analysis to optimize sales effectiveness and overall business performance.

Skills

Sales Analytics
Reporting
Performance Monitoring
Data Analysis
Cross-Functional Collaboration
Pipeline Management
Strategic Partnership

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.

Key Metrics

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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