{"id":3664066,"url":"https://alion.io/job/forward-financing-senior-sales-operations-analyst-2","title":"Senior Sales Operations Analyst","company":{"id":176044,"name":"Forward Financing","domain":"forwardfinancing.com","url":"https://alion.io/company/forward-financing","size_band":"501-1000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Ashby","truth_index":{"grade":"B","score":80,"open_postings":4,"ghost_share":0,"stale_share":1,"repost_share":0,"time_to_fill_p50_days":14,"computed_at":"2026-11-10T06:52:35Z"}},"role":"Sales","role_family":"Sales","seniority":"senior","employment_type":"full_time","work_mode":"remote","remote_scope":"stated_countries","remote_scope_basis":"board_field","remote_working_hours":null,"hiring_geo_confidence":"structured","locations":[],"countries":[],"hiring_countries":["US"],"hiring_countries_total":1,"salary":{"min":114000,"max":144000,"currency":"USD","period":"year","gross":null,"usd_annual":144000},"salary_estimate":null,"experience_years_min":5,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Claude","optional":false},{"name":"Microsoft Excel","optional":false},{"name":"Salesforce","optional":false},{"name":"Tableau","optional":false}],"status":"live","first_seen_at":"2026-11-03T02:07:25Z","employer_posted_date":"2026-11-03","last_verified_at":"2026-11-10T07:14:34Z","board_verified":true,"closed_at":null,"days_open":7,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":7},"description":"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.\nAs 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.\nIn this role you will:\nMonitor 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.\n\nAct as a Strategic Partner: Join weekly meetings and partner directly with Sales leaders to understand their focus areas and get embedded in the team.\n\nBuild Comprehensive Tableau and Salesforce Dashboards: In partnership with Sales Leadership and Analytics, build comprehensive dashboards that deliver actionable insights and drive business impact.\n\nCollaborate 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.\n\nManage 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.\n\nPerform Ad-Hoc Analysis: Perform in-depth sales analysis and leverage findings to optimize sales effectiveness, productivity, and overall business performance.\n\nChampion Sales Tech Innovation: Identify, test, and implement new technologies-including AI-driven solutions-to streamline processes, enhance forecasting, and boost overall sales productivity.\n\nSupport 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.\n\nAdminister Compensation and Awards Plans: Update President’s Club Leaderboard; compile and submit monthly incentives and sales contest compensation.\n\nAdminister CRM Systems: Update Salesforce as needed to support the Sales team.\n\nWhy you should apply:\nMission driven company: Forward is a trusted source of fast, flexible funding for small businesses that have often been underserved by traditional financing options. When you join the team, you will help ensure all small businesses have access to the financial support they need to succeed.\n\nFlexibility is a top priority: Our employees are empowered to choose where they want to work (whether that’s from home, in the office, or a combination of both) with flexible hours.\n\nRole Requirements:\n5+ years of experience in sales analysis, sales operations, consulting, finance, or a related analytical role.\n\nBachelor’s degree required.\n\nAdvanced skills with Microsoft Excel (pivot tables, VLOOKUPs, nested IF statements, index match, etc.), PowerPoint, and other related tools.\n\nExperience leveraging AI tools (e.g. Gemini, Claude) within Sales Operations, or a strong eagerness to learn and adopt emerging AI technologies.\n\nProficient with CRM systems (e.g. Salesforce).\n\nExperience evaluating unique problems, collaboratively creating solutions, drafting project plans, and delivering effective new business processes.\n\nAbility to communicate effectively at all levels and build long-lasting relationships across the organization.\n\nSelf-starter with strong attention to detail and an ability to successfully shift priorities in a fast-paced environment to optimize revenue.\n\nNice to have:\nProficient with a lead distribution system (e.g. LeanData) and / or a communication platform (e.g. Genesys).\n\nProficient with common analytics tools and BI tools such as Tableau.\n\nCompensation:\nAnnual Targeted Salary: $114,000 - $144,000 USD\nAnnual Target Bonus: 10%\nAt Forward Financing, we're committed to fair and transparent compensation. We believe in providing a compensation package that recognizes your skills, experience, and the unique value you bring to our team. We take a market-based approach to pay, regularly reviewing benchmark data to ensure our compensation remains competitive, equitable, and aligned with our performance-driven culture.\nFinal offers are determined by a variety of factors, including the candidate's qualifications, relevant experience, specific skills, and internal equity. This approach ensures that our compensation is competitive and equitable. Your recruiter will provide specific details on the expected base and variable earnings as it pertains to this specific role.\nTotal Rewards:\nAdditionally, we offer a comprehensive total rewards package, including but not limited to: 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.\nForward is proud to be a remote-first company, keeping workplace flexibility a top priority for our employees. As a business, we are focused on impact; we are more concerned with your contributions to the success of the company than where you get your work done. To help facilitate in-person collaboration, employees are welcome to work from one of our premiere office locations.\nWhen we aren’t collaborating to drive business and support our customers, we’re finding virtual and in-person ways to get to know our colleagues, celebrate team wins, and have fun together!\nOur Culture: The Forward Compass\nThe Forward Compass is the standard we hold for ourselves and one another-guiding how we lead, collaborate, and show up every day to move in the same direction.\nBack the Builders: We are wired to fuel customer progress, not just provide support.\n\nRooted in People: We create an environment that balances deep connection with the extreme ownership and honesty required to reach our highest potential.\n\nFlying V: We move through coordinated effort with speed and urgency to achieve what no individual could do alone.\n\nAlways Forward, Never Finished: We pursue growth with a relentless drive that keeps us ahead of the competition.\n\nAbout Us:\nForward Financing is a fintech 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. Whether facing challenges accessing traditional financing or simply needing a convenient, flexible solution, Forward is","description_format":"text","description_chars":7307,"description_truncated":false,"requirements":{"experience_years_min":5,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["401k plan","Equity","Parental leave","Professional development"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":[],"lifecycle":[{"event":"open","at":"2026-11-03T04:57:38Z"}],"visa":[{"country":"US","licensed_sponsor":true,"adverts_offering_sponsorship_24m":0,"sanctioned_now":false,"evidence":"H-1B filings in 12 months: 1 · green card filings: 1","filings_12m":1,"filings_prev_12m":1,"green_card_filings_12m":1,"median_offered_wage_usd":210000,"route":null,"cap_exempt":false,"checked_at":"2026-11-09T07:32:21+00:00","sources":["US Department of Labor: LCA disclosure data (H-1B, H-1B1, E-3)","US Department of Labor: PERM disclosure data (green cards)"],"filings_for_role_12m":0}],"liveness":{"score":85,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.903,"p_room":0.945,"age_days":7,"expected_fill_days":14,"reasons":["conf:5","velocity","win:mid"],"computed_at":"2026-11-10T06:52:35Z"},"pay":{"stated_usd_annual":144000,"is_top_pay":false},"html_url":"https://alion.io/job/forward-financing-senior-sales-operations-analyst-2","json_url":"https://alion.io/job/forward-financing-senior-sales-operations-analyst-2.json","meta":{"generated_at":"2026-11-10T09:53:34Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":22961,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-11T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.1,"usd":0.01,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":176044},"rest":"https://alion.io/mcp/rest/get_company?id=176044"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fforward-financing-senior-sales-operations-analyst-2"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":2,"usd":0.2},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fforward-financing-senior-sales-operations-analyst-2"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.1,"usd":0.01},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fforward-financing-senior-sales-operations-analyst-2"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/forward-financing-senior-sales-operations-analyst-2\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fforward-financing-senior-sales-operations-analyst-2"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":3664066}},{"tool":"search_jobs","arguments":{"company":"forwardfinancing.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":3664066},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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