*Please note this role is 100% on site at our office in Montreal, QC.*

We're looking for a dynamic Operations Coordinator to join our growing team! This role blends administration with customer support, making it ideal for someone who thrives in a fast-paced environment and enjoys both structure and people. If you're a natural collaborator with a can-do attitude and at least 5 years of experience in operations and support, we'd love to hear from you.

About Us:

We at Forward Funding, provide capital to businesses that need it to scale and succeed. With a focus on supporting small to medium-sized businesses across Canada, we pride ourselves in empowering business owners in helping them reach their goals. As we continue to expand, we're looking for an energetic and driven individual to join in operations and work hand-in-hand with our sales team.

What You'll Do

This role centers around CRM management and administrative coordination, ensuring the operational backbone of our sales and support teams runs efficiently. Your day-to-day will include:

CRM \& Admin Operations

Manage and update data in our internal CRM system (e.G., deal status \& document tracking)
Monitor workflows and pipeline activity to ensure deals are moving forward efficiently
Prepare and maintain internal documentation \& reports
Assist in generating operational insights using CRM data (think:

what's working, where we can improve)

Customer Support

Act as a liaison between customers our internal teams
Respond to basic customer inquiries (phone/email/chat), troubleshoot issues, and escalate as needed
Track tickets to ensure timely follow-up and resolution

Internal Coordination

Collaborate closely with the sales team to support deal flow and ensure seamless communication
Help streamline internal processes and improve team knowledge sharing
Pitch in where needed;

this is a roll-up-your-sleeves kind of role!

What We're Looking For

5+ years in an operations and support role (bonus if it's in financial services or POS)
Experience working with CRM platforms (Salesforce is a plus)
Dynamic \& outgoing personality:

We're looking for someone who brings energy and collaboration with others. This is a people-centric environment, so we want someone who thrives in that atmosphere!

Tech-savvy and process-driven---you love finding ways to make systems work smarter
A proactive team player with excellent attention to detail

What We Offer

A Positive \& Supportive Culture:

At Forward Funding, we foster a collaborative, people-first environment where team members genuinely support one another.

Real Career Growth:

We're big believers in promoting from within. Whether you're looking to level up your skills or take on more responsibility, we're committed to investing in your professional development and long-term success.

A Dynamic \& Purpose-Driven Industry:

Our work makes a real impact. You'll be helping small and medium-sized businesses across Canada access the funding they need to grow;

so your contributions matter, both to the company and to our clients.

Supportive Leadership:

Our managers are here to guide, mentor, and empower you. We believe great leadership is rooted in open communication, mutual respect, and a genuine commitment to your growth.

Work Hard, Play Hard:

We know the importance of celebrating wins---big and small. From annual holiday parties and summer 5 à 7s to quarterly team events, we make time to connect, unwind, and have fun together.

Forward Funding

About Us

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Operations Coordinator