Teams at Forward Financing

Provides phone-based troubleshooting for customers connecting bank accounts to the company’s financing platform. Guides customers through banking access, validates financial information, routes deals through alternative submission paths, documents and escalates cases, and maintains quality, compliance, and service standards. This is an on-site role in Santiago, Dominican Republic, requiring strong English communication, discretion, professionalism, and cross-functional collaboration.

Analyze sales performance, forecasts, pipelines, and channels to identify efficiency and revenue-growth opportunities. Build Tableau and Salesforce dashboards, deliver insights to leadership, support sales experiments, optimize processes, administer CRM data, and manage incentive and awards reporting. Partner cross-functionally with Sales, Finance, Marketing, Technology, Analytics, and executive stakeholders while evaluating AI and other sales technology solutions.

Reviews and validates KYB/KYC documentation, evaluates new and renewal funding submissions against company criteria, resolves discrepancies with cross-functional teams, and manages queues to meet SLAs. Maintains high accuracy and production standards, tracks performance metrics in Lattice, and follows compliance protocols and operational policies.