Senior Analyst, Sales Operations & Analytics

| Boston, MA
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Headquartered in Boston, Forward Financing has been recognized as a Best Place to Work by the Boston Business Journal and Built In Boston and is certified as a Great Place to Work.® At Forward, we believe every business deserves financial opportunity. That’s why we provide fast, flexible capital to small businesses that have often been underserved by traditional financing options. Our mission is to build a world-class fintech company so our customers and people can reach their full potential. We’re investing in our employees, technology, and customer experience – with long-term success in mind every step of the way.

As Senior Analyst, you will lead and execute on strategic and operational projects helping drive the long term sales projects & strategies of the Renewals Sales department at Forward. In this highly visible role, you will work directly with the Senior Director of Renewals and with internal stakeholders across all departments. 

Why you should apply:

  • Meaningful work. Each day, you will play a critical role in driving the long term efficiency and success of Forward. Your expertise will be highly valued and you’ll see your impact right away. 
  • Mission 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. 
  • Flexibility 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.

In this role you will: 

  • Assist with the creation, development, and maintenance of Renewals team dashboards to organize data, report results, and drive future growth.
  • Analyze our incentive compensation plans and own the monthly calculation of the department’s variable compensation.
  • Make recommendations, derived from data, to department and company leadership on process or system improvements, and own implementation of projects.
  • Provide strategic insights, propose, and implement operational initiatives for the Renewals department.
  • Develop models and analysis to support our decision making and sales strategy
  • Conduct analysis to inform our decision making / sales strategy as well as ROI analysis on various projects and initiatives.
  • Own critical ad hoc reporting and analytics on KPIs. 
  • Define and implement operational processes and identify opportunities for process improvements. Drive simplification, automation, and standardization of all sales processes.
  • Create presentations and reports for internal and external stakeholders. Structure and present key findings & analyses to the Senior Director and other leadership stakeholders as needed.

Requirements:

(Even if you don’t check every box, but see yourself contributing, please apply.)

  • 3+ years of experience ideally within Sales Operations or a related analytical environment.
  • Bachelor’s degree preferred.
  • Professional experience analyzing large data sets with a passion for data and an understanding of how to translate data into actionable solutions.
  • Possesses exemplary analytical skills, attention to detail, an ability to think strategically and problem solve, and excellent communication skills.
  • Advanced experience with PowerPoint, Excel and Word is required.
  • Tableau nice to have
Forward Financing Core Values:
  • Drive the Mission - We believe in financial opportunity for underserved small businesses. We say “yes” when others say “no.”
  • Keep It Real - We value direct communication, candid feedback, and authenticity. We are an open book.
  • Act With Kindness - We create an environment where caring is cool and helping is the norm. We do the right thing.
  • Shoot for Extraordinary - We are inspired by innovative thinking and continuous improvement. We never settle for yesterday’s best.

About Us:

Forward Financing is a fintech company headquartered in Boston that provides fast, flexible, and reliable capital to small businesses nationwide. Since 2012, Forward has provided over $1.6 billion in financing to more than 40,000 small businesses. Forward has been consistently named by the Boston Business Journal and Built In Boston (and more!) as one of the best places to work in Massachusetts.

Forward actively promotes a focus on diversity, equity, and inclusion in all we do. We encourage a workplace where trust and respect are paramount and all employees feel valued, heard, and accepted. By accepting diversity of thought, background, and identity, we will continue to become a stronger team and a better organization.

Our diverse and driven group of over 400 people, with more than 200 based in the U.S., and 200 internationally, is a 100% employee-owned company. Our employees come to work (or log on virtually!) knowing they are helping thousands of small businesses while advancing their own careers. If this sounds exciting to you, learn more about our leadership team and our open opportunities.

Perks & Benefits:

At Forward, our team members are at the heart of our company, and we are committed to taking care of them as people, not just employees. We offer a comprehensive benefits package including but not limited to: medical, dental, vision, and commuter benefits, a flexible time-off policy, 401k match, wellness reimbursement, paid volunteering days, annual professional development budget, and charitable donation match.

The health and safety of our colleagues is our top priority, which is why we will continue to follow the latest CDC guidelines on COVID-19 in our office. We have also implemented an Employee Choice policy, so that team members can work where they feel most comfortable. 

At Forward, employee choice means each individual gets to decide where they work. Almost all team members have the choice of where to live and where to work. 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. If face-to-face time is desired, people managers are empowered to find a cadence that works for their team. 

When 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! 

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Technology we use

  • Engineering
  • Product
  • Sales & Marketing
  • People Operations
    • JavascriptLanguages
    • RubyLanguages
    • ElixirLanguages
    • Ruby on RailsFrameworks
    • AWS (Amazon Web Services)Services
    • Google AnalyticsAnalytics
    • MixpanelAnalytics
    • TableauAnalytics
    • TableauAnalytics
    • FigmaDesign
    • IllustratorDesign
    • InVisionDesign
    • MiroDesign
    • PhotoshopDesign
    • SketchDesign
    • UXPinDesign
    • ConfluenceManagement
    • Google DriveManagement
    • Google DocsManagement
    • Google SlidesManagement
    • JIRAManagement
    • Monday.comManagement
    • TrelloManagement
    • WordpressCMS
    • HubSpotCRM
    • SalesforceCRM
    • HubspotEmail
    • SlackCollaboration
    • ZoomCollaboration
    • LatticeCollaboration
    • Google MeetCollaboration
    • Monday.comProject Management

An Insider's view of Forward Financing

How would you describe the company’s work-life balance?

The work/life balance at Forward Financing is excellent. My projects are challenging, engaging, and require hard work. I am fulfilled knowing the work I do is helping small businesses. I also consider myself lucky that I have the flexibility to manage my time and schedule as needed while raising a family.

Lauren

Senior Product Manager

What makes someone successful on your team?

Curiosity is key characteristic in being a successful engineer. You're seeking to understand the story behind what the team is building, thinking of new ways to tackle problems, and looking to learn and get feedback from others. This is imperative to a culture of collaboration that will have a meaningful impact on the product and the business

Brittney

SVP, Engineering

What is your vision for the company?

We are building a world class fintech company to help one million small businesses achieve their full potential. We are doing this by creating a place where our employees love to work and value both personal and professional growth.

Justin

Co-founder and CEO

What are Forward Financing Perks + Benefits

Forward Financing Benefits Overview

We’re building a place where our people want to run to work every day. It’s not just the great perks and benefits. It’s our people, our purpose, and our passion for what we do that makes Forward Financing unlike anywhere else you’ve worked. But the perks certainly help!

1. Fun-loving culture. We can promise you one thing: you won’t be bored here. You can look forward to building connections with colleagues, participating in team-building events, and feeling a sense of purpose knowing that your work directly impacts thousands of hardworking small businesses.

2. We've got you covered. In addition to comprehensive medical, dental, and vision plans, we make sure you feel your best with a monthly stipend that can be used towards wellness, commuting, or home-office expenses.

3. Work / Life Balance. You've got generous paid time off (that we actually want you to take!) and paid parental leave. And, we don't expect you to be connected 24/7. We know you have a life outside of Forward, and we respect boundaries.

4. Competitive Compensation. Our people work hard, and we make sure they feel appreciated with competitive compensation packages and 401K contribution matching.

5. Learning & Development. This is a place to grow your career. Think individual coaching and development, team training workshops, and an annual allowance towards professional growth.

6. Paying it Forward. We’re not just passionate about supporting our small business customers, but also the world around us. We offer paid volunteer days, company-sponsored volunteer events, and charitable donation matching.

Culture
Volunteer in local community
Partners with nonprofits
Open door policy
OKR operational model
Team based strategic planning
Pair programming
Open office floor plan
Flexible work schedule
Remote work program
Diversity
Documented equal pay policy
Highly diverse management team
Mandated unconscious bias training
Diversity manifesto
Mean gender pay gap below 10%
Diversity employee resource groups
Hiring practices that promote diversity
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability insurance
Dental insurance
Vision insurance
Health insurance
Life insurance
Wellness programs
Mental health benefits
Financial & Retirement
401(K)
Forward Financing's 401(k) retirement plan offers a broad selection of stocks, bonds, and international index funds to choose from.
Performance bonus
Forward Financing's performance bonus includes cash rewards and prizes which may vary across departments based on targets and pay structure.
Charitable contribution matching
Child Care & Parental Leave Benefits
Generous parental leave
Family medical leave
Vacation & Time Off Benefits
Generous PTO
Paid volunteer time
Paid holidays
Paid sick days
Office Perks
Commuter benefits
Company-sponsored outings
Free snacks and drinks
Some meals provided
Company-sponsored happy hours
Fitness stipend
Home-office stipend for remote employees
Onsite gym
Professional Development Benefits
Job training & conferences
Tuition reimbursement
Lunch and learns
Promote from within
Mentorship program
Continuing education stipend
Customized development tracks
Paid industry certifications

Additional Perks + Benefits

While we now have team members across the U.S., our culture is still fun-loving and collaborative. We’re always thinking about ways we can engage our dispersed workforce both in-person and virtually. From virtual game nights to small group lunches, we have found ways to keep our team engaged and excited.

For team members who want to come into our downtown Boston office, we have Zoom-equipped conference rooms and host monthly happy hours. And, the kitchen is always stocked with snacks and beverages!

Communication from our leadership team is also a top priority. With bi-weekly all-team huddles for company and department updates, to semi-annual Town Hall meetings for a deeper dive, we value transparency and always Keep It Real.

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