Teams at Forward Financing - NEW Ashby API - TEST

Analyzes sales performance, pipelines, forecasts, and trends to support leadership decision-making and revenue growth. Builds Tableau and Salesforce dashboards, performs ad hoc analysis, evaluates sales channels, supports test-and-learn initiatives, and identifies technology improvements including AI tools. Partners cross-functionally with Finance, Marketing, Technology, Analytics, and leadership. Also administers Salesforce, compensation plans, sales contests, and performance leaderboards.

Senior legal leader responsible for structured finance, debt capital markets, borrowing facilities, forward flow agreements, securitizations, and secondary market transactions. The role also oversees commercial contracting, corporate governance, regulatory alignment, outside counsel, and a team of corporate and commercial attorneys. Responsibilities include negotiating financing arrangements, monitoring compliance and covenants, structuring financial products, developing legal processes, and providing business-oriented advice in a fast-growing fintech environment.

Re-engage paid-in-full small-business clients and convert them into renewal funding opportunities through high-volume outbound calls, SMS, and email. Manage Salesforce lead queues, maintain accurate funnel data, meet activity and revenue quotas, analyze conversion performance, collaborate with funding teams, mentor junior representatives, and pilot new sales technology. Success requires strong consultative selling, persistence, financial-document communication, and disciplined SLA and pipeline management.