Sales Operations Systems Specialist

Forward Financing, LLC

Job Overview

Location

Remote - United States

Job Type

Full-time

Full Job Description

📋 Description

• As the Sales Operations Systems Specialist at Forward Financing, you will serve as the tactical engine behind the Sales Department, ensuring systems, queues, and workflows are optimized for speed and efficiency to drive revenue growth and support the mission of unlocking capital for underserved small businesses across America.
• You will own CRM and tech stack administration, drive workforce and queue management, lead technology implementation and process optimization, and support sales enablement and reporting—acting as the primary administrator for Salesforce and the broader sales technology stack while partnering cross-functionally to enhance rep productivity and system integrity.
• Forward Financing is a mission-driven fintech company recognized as a Best Place to Work by Built In Boston and certified as a Great Place To Work®, with a remote-first culture that prioritizes flexibility, impact, and employee empowerment across its distributed team in the U.S., Dominican Republic, and Canada.
• In this role, you will develop deep expertise in Salesforce administration, workforce management, and sales technology optimization while gaining exposure to cross-functional collaboration with Product, Sales Leadership, and Sales Enablement—positioning you for growth into senior Sales Operations, Revenue Operations, or Sales Enablement leadership roles.
• You will troubleshoot system errors, manage user access and permissions, monitor live queues and rep activity, audit CRM data for hygiene, build operational dashboards, and assist with compensation data tracking—ensuring seamless sales operations that directly impact revenue and customer experience.
• You will partner with Sales Leadership to align staffing with lead volume forecasts, configure system automations (flows, validation rules, alerts), and create internal documentation and training materials to streamline the sales cycle and improve rep adoption of the tech stack.
• You will assist in evaluating and implementing new sales technologies, collaborate with Product to draft requirements for enhancements, and identify friction points in the sales process to drive continuous improvement in lead routing, system efficiency, and rep productivity.
• Your work will directly support the company’s mission to deliver fast, flexible funding to small businesses by ensuring that every lead is routed effectively, every rep is equipped with the right tools, and every system operates at peak performance—contributing to Forward’s track record of over $4.5 billion in funding since 2012.

🎯 Requirements

• 3+ years of experience in Sales Operations, Revenue Operations, or System Administration
• Advanced proficiency with Salesforce, including flows, process builders, and complex object relationships; Salesforce Administrator Certification strongly preferred
• Experience managing dialers (e.g., Dialpad, Five9, Talkdesk), contact center systems (e.g., Genesys), or similar communication platforms
• Proven experience in workforce management, queue management, lead routing logic, and capacity planning
• Proficiency with Microsoft Excel (VLOOKUPs, Pivot Tables) for data auditing, roster management, and reporting
• Strong problem-solving skills with a "fixer" mentality—enjoy troubleshooting technical issues and finding workarounds to maintain business continuity
• Excellent communication skills to explain complex technical processes clearly to non-technical sales users

🏖️ Benefits

• Comprehensive total rewards package including medical, dental, vision, commuter benefits, flexible time-off policy, paid parental leave, 401k match for US employees, wellness reimbursement, volunteering days, annual professional development budget, and charitable donation match
• Remote-first work environment with flexibility to work from home, office, or hybrid, supported by premiere office locations for in-person collaboration
• Mission-driven culture focused on unlocking capital for underserved small businesses, with recognition as a Best Place to Work by Built In Boston and Great Place To Work® certification
• Annual targeted salary of $110,000–$140,000 USD with a 10% target bonus, reflecting market-based, equitable, and performance-driven compensation
• Opportunities for professional growth through cross-functional collaboration, technology implementation projects, and access to learning and development resources

Skills & Technologies

Remote

$110k-140k

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Forward Financing, LLC

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About Forward Financing, LLC

Forward Financing, founded in 2012 and headquartered in Boston, Massachusetts, provides working capital to small and medium-sized businesses across the United States through merchant cash advances and short-term loans. The company uses proprietary technology and data analytics to offer fast approvals and funding, typically within one business day, without requiring collateral or perfect credit. Serving over 35,000 businesses, Forward Financing focuses on industries such as retail, restaurants, and services. It emphasizes transparent terms and dedicated customer support to help clients manage cash flow, purchase inventory, expand operations, or address unexpected expenses.

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