Analyst, Sales Operations
Forward FinancingBoston, Massachusetts, United States • Milwaukee, Wisconsin, United States • Dominican Republic • Canada
Posted October 8, 2025
Full Time
About the Company
Forward Financing is a financial technology company based in Boston that specializes in revenue-based financing for small businesses. By offering upfront working capital in exchange for a percentage of future revenue, Forward streamlines the funding process with advanced technology and personalized support, enabling over 75,000 businesses to access capital since 2012. The company is recognized for its A+ rating from the Better Business Bureau and its commitment to empowering both employees and customers.
Job Description
Forward Financing is seeking an Analyst, Sales Operations to drive success in the Sales Department. This role involves monitoring sales performance, creating forecasts, analyzing trends, assisting with capacity planning, and collaborating with various departments. The ideal candidate will be analytical, detail-oriented, and possess strong communication skills, aiming to improve sales efficiency and revenue growth.
Requirements
- 2+ years of experience in sales analysis, sales operations, consulting, finance, or a related analytical role.
- Bachelor’s degree required.
- Advanced skills with Microsoft Excel, PowerPoint, and related tools.
- Proficiency with Salesforce Admin Certification preferred.
- Proficiency with common analytics tools and BI tools such as Tableau and SQL preferred.
- Experience evaluating unique problems and creating solutions.
- Strong attention to detail and problem-solving abilities.
Benefits
- medical
- dental
- vision
- commuter benefits
- flexible time-off policy
- paid parental leave
- 401k match
- wellness reimbursement
- volunteer days
- professional development budget
- charitable donation match
- employee choice policy
