Sales Operations Systems Specialist
Forward FinancingBoston, Massachusetts, United States
Posted April 2, 2026
110000 - 140000 USD
Full Time
About the Company
Forward Financing is a fintech company based in Boston, Massachusetts with team members throughout the United States, Dominican Republic, and Canada.
Job Description
The Sales Operations Systems Specialist will be the tactical engine behind the Sales Department, ensuring systems, queues, and workflows are optimized for speed and efficiency.
Requirements
- 3+ years of experience in Sales Operations, Revenue Operations, or System Administration
- CRM Expertise: Advanced proficiency with Salesforce is required
- Tech Stack Proficiency: Experience managing Dialers, Contact Center systems, or similar communication platforms
- Workforce Management: Experience with queue management, lead routing logic, and capacity planning
- Analytical Skills: Proficiency with Microsoft Excel (VLOOKUPs, Pivot Tables) to audit data and manage rosters
- Problem Solver: A 'fixer' mentality—you enjoy troubleshooting technical issues and finding workarounds to keep business moving
- Communication: Ability to explain complex technical processes to non-technical sales users clearly and effectively
Benefits
- Comprehensive total rewards package
- 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
- Charitable donation match
