Sales Operations & Analytics Analyst
About Us:
Forward Financing has been recognized as one of the fastest-growing FinTech companies in Boston for the past five years, as recognized by Boston Business Journal, Inc. Magazine, and Deloitte Fast 500. We help small businesses spend less time finding capital and more time helping their customers and managing their businesses. Our mission is to create a world-class FinTech company so that our customers and our people can reach their full potential. We accomplish this by investing in our people, technology, and customer experience – with long-term success in mind.
As an Analyst on the Sales Operations & Analytics team, you will play an important role providing valuable insight that will be used to drive growth for our business. You will report to the Manager of Sales Operations & Analytics and collaborate frequently with internal partners. This is a fantastic opportunity for a hardworking and driven professional to join our fast-growing team in Boston!
In this role you will:
- Deliver weekly/monthly/quarterly analysis and reporting of sales results
- Own critical ad hoc reporting and analytics on KPIs
- Help identify opportunities for growth within our portfolio of accounts
- Optimize resource allocation based on opportunity potential
- Develop models and analysis to support our decision making and sales strategy
- Work with our Analytics team to build smart dashboards that will track, manage, and provide insights on KPIs
- Identify opportunities for business improvement through quantitative insights and good business sense
- Create presentations for team meetings to ensure effective communication to all sales employees
- Drive simplification, automation, and standardization of all sales processes
Requirements: (Even if you don’t check every box, but see yourself contributing, please apply.)
- BS/BA in Business Administration or related fields of study
- Preferred 1 year of related experience, ideally within Sales Operations or a related analytical environment
- Will consider strong candidates that are recent graduates of a competitive undergraduate program with relevant internship experience
- Proven ability to think analytically, while also possessing exemplary financial skills and excellent communication
Forward Financing Core Values:
- People First – We build relationships and support each other.
- We Before Me – We prioritize team success over individual success.
- Be Candid – We are authentic, honest, and direct.
- Do the Right Thing – We act with integrity, and we don’t cut corners.
- Continuous Improvement – We push ourselves, never settling for the best we did yesterday.
- Be Positive – We are optimistic and assume positive intent.
About Us:
Forward Financing is a Boston-based FinTech company that provides fast, flexible, and reliable capital to small businesses nationwide. Since 2012, Forward Financing has provided over $1.1 billion in financing to more than 27,000 small businesses. Forward Financing has been consistently named by the Boston Business Journal and Built in Boston as one of the best places to work in Massachusetts.
Forward Financing actively promotes a focus on diversity, equity, and inclusion in all we do. We encourage a workplace where trust and respect are paramount and all employees feel valued, heard, and accepted. By accepting diversity of thought, background, and identity, we will continue to become a stronger team and a better organization.
We are a diverse and driven group of over 100 people, located in the heart of Boston’s Financial District. Our employees come to work knowing they are helping thousands of small businesses while advancing their own careers. If this sounds exciting to you, learn more about our leadership team and our open opportunities.
Perks & Benefits:
At Forward Financing, we believe that if our company succeeds, all of our employees succeed too. We offer a comprehensive benefits package including but not limited to; medical, dental, vision and commuter benefits along with a flexible time off policy, 401k match, wellness reimbursement, paid volunteering days, annual professional development budget, and charitable donation match.
When we aren’t on a Zoom meeting, supporting our customers, or working on a project, you can likely find us taking part in a scavenger hunt, a virtual trivia game, or celebrating team wins together!
CCPA Notice at Collection for California Job Applicants