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 within the Financial Services space, 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.
What Does Our Interview Process Look Like?
1. Virtual Phone Screening – A brief 15-minute intro chat with one of our HR team members via Google Meet. We’ll share more about the role, the team, the culture, and our mission while learning about your experience.
2. Phone Call Follow-Up with our CEO – As this is the person you'll report to directly, this step involves a more in-depth conversation than the initial screening. We'll review your background in detail, discuss the day-to-day responsibilities, and share our vision for the role.
3. On-site Interview – Meet our CEO in person alongside our HR Director at our office for a final discussion to ensure mutual alignment.
4. Decision – Offer or feedback.
Why Join Forward Funding?
- Long-Term Career Growth: We're committed to developing talent from within. Your success is our success—and we invest in it.
- Work Environment: Enjoy our vibrant, modern office with on-site gym (including personal training 4x/week), catered lunches, and a culture that values work-life balance.
- Company Culture: From seasonal celebrations to team-building events, we make time to connect, have fun, and recognize outstanding performance.
- Meaningful Impact: Help Canadian businesses thrive by delivering critical funding when they need it most.
Apply now and let's build something great together!
