Senior Analyst, Sales Operations & Analytics

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.


(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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