Senior Sales Operations Analyst
About The Position
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.
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.
Responsibilities
- 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.
Benefits
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
