Forward Financing · 20 hours ago
Senior Analyst, Operational Strategy (Sales)
United States
Full-time
Remote
Mid, Senior Level
$105K/yr - $125K/yr
3+ years expForward Financing is a financial technology company based in Boston, Massachusetts, dedicated to unlocking capital for small businesses across America. As the Senior Sales Operations Analyst, you will be responsible for analytics and reporting to enhance sales efficiency and revenue growth, collaborating closely with various departments to drive the overall success of the Sales Department.
FinanceFinancial ServicesFinTech
Responsibilities
Act as a Strategic Partner: Join weekly meetings and partner directly with Sales leaders to understand their focus areas and get embedded in the team
Monitor Performance and Share Insights with Sales Leadership: Review sales performance data and trends weekly and share with sales leaders and managers to direct focus and sales strategies
Monitor Performance and Share Insights with Senior Leadership: 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
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; 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
Build Comprehensive Tableau and Salesforce Dashboards: In partnership with Sales Leadership and Analytics, build comprehensive dashboards that deliver actionable insights and drive business impact
Qualification
Required
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.), PowerPoint, and other related tools
Proficient with CRM systems (Salesforce Admin Certification preferred)
Proficient with common analytics tools and BI tools such as Tableau
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
Preferred
Salesforce Admin Certification
Tableau Certification
SQL experience
Benefits
Medical
Dental
Vision
Commuter benefits
Flexible time-off policy
Paid parental leave
401k match for US employees
Wellness reimbursement
Volunteering days
Annual professional development budget
Charitable donation match
Company
Forward Financing
Forward Financing is a fintech company that provides fast, flexible working capital to small businesses nationwide.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
$540M2024-09-19Debt Financing· $200M
2021-06-07Debt Financing· $250M
2019-04-08Debt Financing· $90M
Leadership Team
Jason Mullins
President & Chief Executive Officer
Justin Bakes
Co-founder & Executive Chairman
Recent News
Company data provided by crunchbase