Jobs at 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.

Lead QA efforts to design and maintain automated end-to-end tests across internal and external systems, build evaluation frameworks for AI/LLM features, embed testing into CI/CD pipelines, foster a shift-left quality culture, and transform manual testing into automation while collaborating with engineers and product managers.

The Staff Software Engineer - Applied AI will develop and integrate AI-powered systems and tools, driving innovation through experimentation and collaboration with cross-functional teams to deliver impactful solutions.

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

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

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.