Senior Sales Operations Analyst

Forward Financing•Boston, MA

6d•$114,000 - $144,000•Remote

About The Position

The Senior Sales Operations Analyst is responsible for analytics and reporting that drive the success of Forward Financing’s Sales Department. The role investigates and implements opportunities to increase sales efficiency and revenue growth, partnering with Sales leadership and teams across Technology, Marketing, Analytics, Finance, Underwriting, and the Executive Leadership Team. The analyst monitors and communicates sales performance trends, strategic insights, and forecasts; serves as a strategic partner to Sales leaders; and builds Tableau and Salesforce dashboards. The role also analyzes pipeline health, lead management, sales channels, and partnerships; conducts ad-hoc analysis; supports sales pilot programs; and identifies and implements sales technologies, including AI-driven solutions. Additional duties include administering Salesforce, maintaining the President’s Club leaderboard, and compiling and submitting monthly incentives and sales contest compensation. Forward Financing is a remote-first fintech company. Employees may work from home, in an office, or in a combination of both, and have flexible hours. Employees are welcome to use the company’s office locations for in-person collaboration.

Requirements

At least 5 years of experience in sales analysis, sales operations, consulting, finance, or a related analytical role.
Bachelor’s degree.
Advanced Microsoft Excel skills, including pivot tables, VLOOKUPs, nested IF statements, and index match, as well as PowerPoint and related tools.
Experience using AI tools such as Gemini or Claude in Sales Operations, or strong eagerness to learn and adopt emerging AI technologies.
Proficiency with CRM systems such as Salesforce.
Experience evaluating business 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 to optimize revenue.

Nice To Haves

Proficiency with a lead distribution system such as LeanData and/or a communication platform such as Genesys.
Proficiency with common analytics and business intelligence tools such as Tableau.

Responsibilities

Analyze and communicate sales performance trends, strategic insights, and forecasts to leadership, managers, and stakeholders on a monthly basis.
Attend weekly meetings and partner with Sales leaders to understand their priorities and work closely with the team.
Build Tableau and Salesforce dashboards in partnership with Sales leadership and Analytics.
Collaborate with Underwriting, Finance, Marketing, Technology, Analytics, and the Executive Leadership Team on initiatives that drive profitability and business results.
Analyze sales pipeline health and progression, identify bottlenecks, and support effective lead management.
Evaluate sales channels and partnerships and recommend optimization strategies.
Perform in-depth ad-hoc sales analysis to improve sales effectiveness, productivity, and business performance.
Identify, test, and implement sales technologies, including AI-driven solutions, to streamline processes, improve forecasting, and increase productivity.
Support sales pilot programs, including new strategies, tools, and incentive plans, by testing and analyzing their effectiveness.
Update the President’s Club leaderboard and compile and submit monthly incentives and sales contest compensation.
Update Salesforce as needed to support the Sales team.