• You will be responsible for operational sales operations tasks and ensure our sales team can work in a data-driven, efficient, and scalable way — forming the foundation for sustainable growth. • You will take operational ownership of our CRM system (HubSpot), ensure data quality, and develop structures that provide the sales team with real decision-making foundations. • You will analyze sales data, produce meaningful reports, and derive valuable insights to optimize processes. • You will identify manual, inefficient sales processes and automate them using modern tools and AI-powered solutions. • You will act as an interface between customers, sales, and internal teams, ensuring information flows efficiently and processes run seamlessly. • You will contribute fresh ideas and support the implementation of new AI-supported tools and technologies, working closely with our performance marketing team and external CRM partner.

Forward Financing is a financial technology company based in Boston, Massachusetts with team members throughout the United States, Dominican Republic, and Canada. The company is on a mission 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 is investing in its employees, technology, and customer experience – with long-term success in mind every step of the way. As the Senior Sales Operations Analyst, you will be responsible for analytics and reporting used to drive the success of our Sales Department. In this role, you will investigate and implement opportunities for increased sales efficiency and revenue growth, working closely with department leadership and other functions in the business including Technology, Marketing, Analytics, Finance, and the Executive Leadership Team. In this role you will: - 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. Why you should apply: - Mission driven company: Forward is a trusted source of fast, flexible funding for small businesses that have often been underserved by traditional financing options. When you join the team, you will help ensure all small businesses have access to the financial support they need to succeed. - Flexibility is a top priority: Our employees are empowered to choose where they want to work (whether that’s from home, in the office, or a combination of both) with 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.), 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. - Self-starter, confident, with strong attention to detail and an ability to apply your analytical mind to solving problems. Total Rewards: Additionally, we offer a comprehensive total rewards package, including but not limited to: medical, dental, vision, commuter benefits, a flexible time-off policy, paid parental leave, 401k match for US employees, wellness reimbursement, volunteering days, annual professional development budget, and charitable donation match. Forward is proud to be a remote-first company, keeping workplace flexibility a top priority for our employees. As a business, we are focused on impact; we are more concerned with your contributions to the success of the company than where you get your work done. To help facilitate in-person collaboration, employees are welcome to work from one of our premiere office locations. When we aren’t collaborating to drive business and support our customers, we’re finding virtual and in-person ways to get to know our colleagues, celebrate team wins, and have fun together! Forward Financing Core Values: - Drive the Mission - We believe in financial opportunity for underserved small businesses. We say “yes” when others say “no.” - Keep It Real - We value direct communication, candid feedback, and authenticity. We are an open book. - Act with Kindness - We create an environment where caring is cool and helping is the norm. We do the right thing. - Shoot for Extraordinary - We are inspired by innovative thinking and continuous improvement. We never settle for yesterday’s best. About Us: Forward Financing is a fintech company based in Boston, Massachusetts with team members throughout the United States, Dominican Republic, and Canada. The company is on a mission to unlock the capital that fuels small businesses across America. Whether facing challenges accessing traditional financing or simply needing a convenient, flexible solution, Forward is committed to funding more of the millions of small businesses nationwide. By simplifying the requirements, streamlining the process, and using advanced proprietary technology, Forward is often able to deliver approvals within hours and funds that same day – giving more businesses the financial opportunity they need to thrive. Plus, with their dedicated teams and award-winning service, customers get personalized support when they need it most. Since 2012, Forward has expanded access to capital by providing over $4.5 billion in funding to more than 87,000 small businesses. The company is A+ rated by the Better Business Bureau with an Excellent / 4.6 stars rating on Trustpilot.com. Recognized as a Best Place to Work by Built In Boston and certified as a Great Place To Work®, Forward is dedicated to empowering both its team and the customers they serve, helping them succeed and thrive. US Equal Opportunity Employment Information Forward Financing is proud to be an equal opportunity employer, and is committed to fostering a fair and inclusive culture built on a foundation of high performance and exceptional customer experience. With a laser focus on employee impact, we’re able to reduce biases and ensure the right people are in the right jobs to contribute to our mission. The varied perspectives of our people fuel innovation and make us a stronger team. By embracing what makes each of us unique, we create a supportive environment where people feel valued, accepted, and empowered to thrive. California Employee Privacy Policy

• Active acquisition of new clients and expansion of existing customer relationships in a consulting environment • Independent management of the entire sales cycle — from lead generation to contract signing • Identification of customer needs and development of suitable solutions in close coordination with consulting and management • Establishment and maintenance of a reliable network with clients and partners • Responsible for preparing proposals and supporting contract negotiations • Close collaboration with internal teams to ensure successful delivery of client projects • Continuous maintenance and documentation of customer activities in the CRM system • Participation in sales-related activities such as events, conferences, and networking functions

• Act as a strategic consultant to PS Executive Leadership. • Provide data-driven recommendations on forecast trends, pricing strategies, and operational improvements. • Present formal reports and dashboards that characterize global business performance. • Lead the monthly/quarterly forecasting motion for PS bookings and revenue. • Consolidate Bookings, Revenue, and Expense forecasts. • Validate PS revenue/bookings forecasts and perform detailed variance analysis. • Identify systems/reporting improvements and manage processes defined in collaboration with senior management. • Actively support the Revenue Recognition process by running reports, informing stakeholders, and ensuring execution of actions. • Serve as a common interface to local finance teams