Senior Sales Ops & Analytics Lead - Remote

Forward Financing LLC; Boston (MA); Hybrid; USD 114,000 - 144,000; Full time

Job summary

Forward Financing LLC in Boston, MA is seeking a Senior Sales Operations Analyst to drive sales analytics, forecasting, and revenue growth. You will partner with Sales leadership and cross‑functional teams to embed best practices, optimize the pipeline, and implement AI‑driven improvements.

The role requires 5+ years in sales analytics/operations, advanced Excel, CRM (Salesforce), and Tableau. This is a hybrid, remote‑friendly position with competitive base and a 10% bonus.

Qualifications

• 5+ years of experience in sales analysis, sales operations, consulting, finance, or a related analytical role.
• Advanced skills with Microsoft Excel (pivot tables, VLOOKUPs, nested IF statements, index match, etc.), PowerPoint, and other related tools.
• Experience leveraging AI tools (e.g. Gemini, Claude) within Sales Operations, or a strong eagerness to learn and adopt emerging AI technologies.
• Proficient with CRM systems (e.g. Salesforce).
• Experience evaluating unique problems, collaboratively creating solutions, drafting project plans, and delivering effective new business processes.
• Ability to communicate effectively at all levels and build long‑lasting relationships across the organization.
• Self‑starter with strong attention to detail and an ability to successfully shift priorities in a fast‑paced environment to optimize revenue.

Responsibilities

• Analyze and communicate larger sales performance trends, strategic insights, and forecasts to leadership, managers, and other stakeholders on a monthly basis to drive the overall success of the Sales Department.
• Join weekly meetings and partner directly with Sales leaders to understand their focus areas and get embedded in the team.
• Build comprehensive dashboards that deliver actionable insights and drive business impact.
• Be the bridge between the Sales Department and other functions to collaborate on key initiatives that drive the business forward.
• Analyze the health and progression of the sales pipeline, identify bottlenecks, and ensure effective lead management.
• Perform in‑depth sales analysis and leverage findings to optimize sales effectiveness, productivity, and overall business performance.
• Identify, test, and implement new technologies - including AI‑driven solutions - to streamline processes, enhance forecasting, and boost overall sales productivity.
• Support sales pilot programs from a testing and data perspective to draw data‑backed conclusions on their effectiveness.
• Update President’s Club Leaderboard; compile and submit monthly incentives and sales contest compensation.
• Update Salesforce as needed to support the Sales team.

Skills

Sales analysis

Sales operations

Data storytelling

Advanced Excel

Communication

Stakeholder management

AI tooling adoption

Tools

Salesforce

Tableau

LeanData

PowerPoint

Job description

Forward Financing LLC in Boston, MA is seeking a Senior Sales Operations Analyst to drive sales analytics, forecasting, and revenue growth. You will partner with Sales leadership and cross‑functional teams to embed best practices, optimize the pipeline, and implement AI‑driven improvements.

The role requires 5+ years in sales analytics/operations, advanced Excel, CRM (Salesforce), and Tableau. This is a hybrid, remote‑friendly position with competitive base and a 10% bonus.