Jobs at Forward Financing

Lead BI analyst leveraging a modern data stack to deliver dashboards, automated reports, and AI-driven insights. Partner with stakeholders to define data needs, build Tableau visualizations, write complex SQL in Snowflake, and integrate Snowflake Intelligence/Claude to automate workflows and enable self-service analytics across the company.

The Senior Customer Engagement Representative focuses on re-engaging previous clients with a paid in full balance, utilizing high-volume dialing, Salesforce for management, and mentoring junior representatives while optimizing performance metrics for conversion and revenue targets.

Lead end-to-end data science initiatives: design, deploy, and monitor ML/statistical models for credit risk, pricing, collections and fraud. Collaborate cross-functionally to integrate models into production, define model development standards, mentor team members, and maintain scalable ML pipelines and monitoring systems to drive measurable business impact.

Manage a portfolio of small and medium business customers to grow relationships and secure additional capital. Analyze business profiles and financial history to recommend Forward Financing products. Use data and reporting to prioritize opportunities, own the sales process from approval to close, and meet monthly quotas while collaborating with underwriting and peers.

In this role, you will analyze portfolio performance, assess risk strategies, and report insights to management, aiding business growth.

The Sales Development Representative engages with SMB owners to drive lead conversion by addressing their concerns and presenting funding options. They manage high call volumes, track lead activity in Salesforce, and collaborate with other teams to improve the sales funnel.

The Group Product Manager will lead the digital lending strategy, optimize customer experiences, integrate AI, govern data analytics, and collaborate cross-functionally.

As a Funding Specialist, you will drive deals through the funding process, collaborate with partners, and ensure timely responses while maintaining sales targets. Customer service and problem-solving are key components of the role.

The Collections Specialist will manage SMB customer accounts, negotiate sustainable payment plans, achieve recovery goals, and document account statuses in Salesforce.