Senior Sales Operations Analyst

🕒 March 26

🇺🇸 United States – Remote

💵 $114k - $144k / year

⏰ Full Time

🟠 Senior

📊 Sales Operations

👻 Ghost score 46%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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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 senior leadership, managers, and stakeholders monthly • Partner directly with Sales leaders and participate in weekly meetings • Build Tableau and Salesforce dashboards with Sales Leadership and Analytics • Collaborate with Underwriting, Finance, Marketing, Technology, Analytics, and Executive Leadership on profitability initiatives • Analyze sales pipeline health and progression, identify bottlenecks, and improve lead management • Evaluate sales channels and partnerships and recommend optimization strategies • Perform ad-hoc sales analysis to improve sales effectiveness, productivity, and business performance • Identify, test, and implement sales technologies, including AI-driven solutions • Support sales pilot programs and use data to evaluate their effectiveness • Update the President’s Club Leaderboard and compile and submit monthly incentives and sales contest compensation • Update Salesforce 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 • Proficiency with PowerPoint and related tools • Proficiency with analytics and BI tools such as Tableau • Experience leveraging AI tools such as Gemini or Claude within Sales Operations, or eagerness to learn emerging AI technologies • Proficiency with CRM systems such as Salesforce • Experience evaluating problems, collaboratively creating solutions, drafting project plans, and delivering new business processes • Ability to communicate effectively at all levels and build relationships across the organization • Strong attention to detail and ability to shift priorities in a fast-paced environment • Tableau Certification and SQL experience preferred • Proficiency with lead distribution systems such as LeanData and/or communication platforms such as Genesys is nice to have • Authorization to work for any employer in the US • Must answer whether current or future sponsorship will be required

🏖️ Benefits

• Flexible work arrangements and 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 • Remote-first work environment • Virtual and in-person team events and celebrations