Senior Sales Operations Analyst

🔥 4 minutes ago

🇺🇸 United States – Remote

💵 $114k - $144k / year

⏰ Full Time

🟠 Senior

📊 Sales Operations

👻 Ghost score 0%

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Forward Financing

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2012

💸 Finance

💳 Fintech

🤝 B2B

💰 $250M Debt Financing on 2021-05

Finance • Fintech • B2B

Forward Financing is a company that provides fast and flexible financing solutions for small businesses. They specialize in offering capital to small businesses that may struggle to secure funding from traditional financial institutions. With a simple application process, businesses can receive funding decisions within hours and may have funds transferred the same day. Their revenue-based financing model allows payments to adjust with the business's revenue. Forward Financing aims to provide clear and transparent terms, ensuring customer satisfaction and trust. They have been recognized for their excellent service and are rated highly by small business owners.

📋 Description

• Analyze and communicate sales performance trends, strategic insights, and forecasts to leadership and stakeholders monthly • Partner directly with Sales leaders through weekly meetings to understand priorities and support the team • Build comprehensive Tableau and Salesforce dashboards delivering actionable insights • Collaborate with Underwriting, Finance, Marketing, Technology, Analytics, and Executive Leadership on initiatives driving profitability • Analyze sales pipeline health and progression, identify bottlenecks, and ensure effective lead management • Evaluate sales channels and partnerships and recommend optimization strategies • Perform ad-hoc sales analysis to optimize sales effectiveness, productivity, and business performance • Identify, test, and implement sales technologies, including AI-driven solutions • Support sales pilot programs involving strategies, tools, and incentive plans using testing and data analysis • Update the President’s Club Leaderboard • Compile and submit monthly incentives and sales contest compensation • Update Salesforce as needed to support the Sales team

🎯 Requirements

• 5+ years of experience in sales analysis, sales operations, consulting, finance, or a related analytical role • Bachelor’s degree required • Advanced Microsoft Excel skills, including pivot tables, VLOOKUPs, nested IF statements, and INDEX MATCH • Advanced PowerPoint and related tools skills • Experience leveraging AI tools such as Gemini or Claude within Sales Operations, or strong eagerness to learn and adopt emerging AI technologies • Proficiency with CRM systems such as Salesforce • Experience evaluating unique problems, collaboratively creating solutions, drafting project plans, and delivering effective new business processes • Ability to communicate effectively at all levels and build long-lasting relationships across the organization • Self-starter with strong attention to detail and ability to shift priorities in a fast-paced environment • Proficiency with a lead distribution system such as LeanData and/or a communication platform such as Genesys preferred • Proficiency with analytics and BI tools such as Tableau preferred • Authorized to work for any employer in the US • Must indicate whether future sponsorship is required

🏖️ Benefits

• Flexible work location (home, office, or combination) • Flexible hours • Medical insurance • Dental insurance • Vision insurance • Commuter benefits • Flexible time-off policy • Paid parental leave • 401(k) match for US employees • Wellness reimbursement • Volunteering days • Annual professional development budget • Charitable donation match • Virtual and in-person team events • 10% annual target bonus

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