Sales Operations Systems Specialist - Boston, MA - Forward Financing

    Forward Financing
    Forward Financing Boston, MA

    5 days ago

    Description

    Sales Operations Systems Specialist

    Forward Financing is a financial technology company based in Boston with team members throughout the United States, Dominican Republic, and Canada. The company is on a mission to unlock capital for small businesses across America.

    In this role you will be responsible for optimizing sales systems queues workflows

    • Own CRM & Tech Stack Administration Serve as primary administrator for Salesforce and broader sales tech stack Manage requests user setup roles profiles permissions ensuring data security system integrity Troubleshoot system errors field support tickets from sales floor resolve technical blockers immediately
    1. Drive Workforce Management Administer monitor optimize lead routing logic Round Robin territory assignment ensure leads distributed fairly instantly right representatives Partner Sales Leadership align staffing levels lead volume forecasts Manage rep availability SLA adherence capacity planning within system Monitor live queues rep activity identify bottlenecks make real-time adjustments maximize coverage

    In this role you will: Drive Technology Implementation Process Optimization Lead Routing Logic Capacity Planning Microsoft Excel Skills Problem Solver Technical Expertise Strong Communication Skills Detailed Requirements Execution Collaboration Cross-Functional Team Key Performance Indicators Data Hygiene Operational Reporting Compensation Support Assist tracking monthly incentive commission calculations Total Rewards Comprehensive total rewards package including medical dental vision commuter benefits flexible time-off policy paid parental leave 401k match wellness reimbursement volunteering days annual professional development budget charitable donation match Forward proud remote-first company workplace flexibility top priority employees welcome work premiere office locations When collaborating drive business customers finding virtual in-person ways get know colleagues celebrate wins have fun together Core Values Drive Mission Believe financial opportunity underserved small businesses Create environment caring cool helping norm Act Kindness Shoot Extraordinary About Us Forward Financing fintech company Boston Massachusetts team members United States Dominican Republic Canada Mission unlock capital fuels small businesses America Streamline process advance proprietary technology deliver approvals funds same day award-winning service personalized customer support Dedicated teams Nationwide Small Businesses Expanded access capital $4.5 billion over 87 thousand jobs US Equal Opportunity Employment Information Proud equal opportunity employer committed fostering fair inclusive culture high performance exceptional customer experience Embrace perspectives reduce biases ensure right people contribute mission Stronger Team


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