Articles about Forward Financing

The Senior Analyst, Portfolio Strategy will provide insights to drive business growth, manage portfolio risk, and analyze pricing and profitability.

Design, deploy, and manage trigger-based customer journeys and automated HubSpot workflows. Leverage AI to draft, personalize, QA, and surface insights. Maintain HubSpot data integrity and Salesforce sync, enforce email/SMS compliance and deliverability best practices, and produce actionable performance intelligence that informs business decisions.

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.