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.

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

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.

Design, build, and maintain scalable dimensional data models, semantic/metrics layers, and production data pipelines (dbt, Snowflake). Partner with Data Science, Data Engineering, BI, and DevOps to enable AI/ML, real-time analytics, governance, and data quality while mentoring junior engineers and enforcing best practices.

Lead technical architecture and roadmap for analytics engineering: design semantic/metrics layer, build AI-ready Snowflake data foundation, optimize dbt projects, mentor engineers, partner with Data Science/Engineering, and champion data governance, observability, and production readiness for AI and downstream analytics.

Lead and grow a team of analytics engineers to build an AI-ready, centralized data foundation. Hands-on duties include writing/reviewing SQL and dbt, designing semantic and dimensional data models, driving data quality, observability, testing, and CI/CD, partnering cross-functionally to deliver scalable data products, and recruiting and developing engineering talent.