Sales Operations Systems Specialist

Job description

Forward Financing is a financial technology company based in Boston, Massachusetts with team members throughout the United States, Dominican Republic, and Canada. The company is on a mission to unlock the capital that fuels small businesses across America. Recognized as a Best Place to Work by Built In Boston and certified as a Great Place To Work®, Forward is investing in its employees, technology, and customer experience – with long-term success in mind every step of the way. As the Sales Operations Systems Specialist, you will be the tactical engine behind our Sales Department. While others focus on the "what," you will focus on the "how"—ensuring our systems, queues, and workflows are optimized for speed and efficiency. In this role, you will serve as the primary administrator for our sales technology stack, manage workforce capacity, and ensure that every lead is routed effectively to drive revenue growth. In this role you will: Own CRM & Tech Stack Administration Serve as the primary administrator for Salesforce and the broader sales tech stack Manage requests for user setup, roles, profiles, and permissions, ensuring data security and system integrity. Troubleshoot system er...