Forward Funding is seeking a Business Operations Coordinator!
If you're a detail-oriented professional with a knack for process improvement and a solid background in operations and/or administration, we want to hear from you. This is a fantastic opportunity to play a key role in a fast-paced financial services environment in Montreal.
About Us
At Forward Funding, we specialize in providing tailored financial solutions to SMBs nationwide. From deal origination to funding, we focus on speed, transparency, and personalized service—enabling our clients to succeed and grow.
Role Overview
Please note, this role is on-site at our office in Montreal, QC. At this time we cannot consider candidates located outside of the Montreal region.
We are seeking a dynamic and detail-oriented Business Operations Coordinator to provide crucial support to our expanding team. This role is essential for ensuring strong coordination across departments and driving operational excellence throughout the organization.
Key Responsibilities
As a Business Operations Coordinator, you will:
- Act as the primary operational liaison between the sales and underwriting teams.
- Manage customer requests, ensuring timely communication and effective resolution.
- Develop and maintain internal protocols, playbooks, and standard operating procedures.
- Support the team with lead organization, comprehensive reporting, and Salesforce administration.
- Create and manage essential documents, reports, and process maps using Google Docs and Sheets.
- Leverage AI tools, such as ChatGPT, to streamline documentation and internal communications.
- Monitor workflows to proactively identify and address operational inefficiencies.
- Assist with general administrative tasks to ensure smooth and scalable operations.
Required Qualifications
- 3–5 years of experience in an operations role.
- Strong familiarity with sales and underwriting workflows.
- Proficiency in Salesforce CRM is essential.
- Extensive experience with Google Workspace (Docs, Sheets, Drive).
- Comfortable leveraging AI tools like ChatGPT to enhance productivity.
- Excellent verbal and written communication skills.
- Highly organized, detail-oriented, and self-motivated.
- Professional, articulate, and confident in cross-departmental communication.
- Strong work ethic with a positive, team-oriented mindset.
Preferred Background
- A background in finance, economics, lending, or financial services.
- Experience in a startup or fast-growth business environment.
- Proven experience in process improvement or project coordination.
Job Type: Full-time
Pay: From $65,000.00 per year
Benefits:
- Company events
- Dental care
- Discounted or free food
- Extended health care
- Life insurance
- On-site gym
- On-site parking
- Paid time off
- Vision care
- Wellness program
Application question(s):
- How many years of experience do you have in an Operations role?
- This role is on-site at our office in Montreal, are you comfortable with an in person position?
Work Location: In person
