Senior Analyst, Operational Strategy (Sales)

Forward Financing
Boston
Workplace: RemoteFull timeUSD 105,000 - 125,000 annuallyFunction: Strategy & Corporate DevelopmentExperience: 3+ yearsEducation: bachelorsSkills: ["Communication","Problem-solving","Relationship-building","Attention to detail"]

A Senior Sales Operations Analyst responsible for analytics, reporting, and strategic insights to optimize the Sales Department. Partners with Sales leaders and cross-functional teams to monitor performance, drive revenue growth, and build dashboards in Tableau and Salesforce, enabling data-driven decisions and improved sales effectiveness across channels and programs.

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FursaFursa
Forward Financing
Forward Financing
7 months ago

Senior Analyst, Operational Strategy (Sales)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 22 hours agoStatus: Live

Job Summary

A Senior Sales Operations Analyst responsible for analytics, reporting, and strategic insights to optimize the Sales Department. Partners with Sales leaders and cross-functional teams to monitor performance, drive revenue growth, and build dashboards in Tableau and Salesforce, enabling data-driven decisions and improved sales effectiveness across channels and programs.
Location: Boston
Workplace: Remote
Employment Type: Full time
Job Function: Strategy & Corporate Development

Key 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.

Pay and Benefits

Salary: USD 105,000 - 125,000 annually
Perks:MedicalDentalVisionCommuter Benefits401k MatchWellness StipendVolunteering DaysDonation Match

Key Requirements

  • •3+ years of experience in sales analysis, sales operations, consulting, finance, or a related analytical role; Bachelor's degree required.
Experience:3+ yearsSales OperationsAnalyticsBISalesforceTableau
Education:Bachelor's
Skills:CommunicationProblem-solvingRelationship-buildingAttention to detail
Certifications:Salesforce Admin CertificationTableau Certification
Languages:English
Tech Stack:ExcelTableauSalesforceSQLPowerPoint

Company Brief

Forward Financing
Forward Financing is a Boston-based fintech lender that provides fast, flexible revenue-based working capital to small businesses nationwide, using proprietary underwriting and capital markets facilities to deliver timely funding solutions.
Industry: Lending
Company Size: Large (251 to 1,000 employees)
Growth: Scaleup
Funding: Private Equity Backed
Headquarters: Boston, United States
Founded: 2012
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