Sales Operations Analyst

Sales Operations Analyst

New

Skills

Business Development CRM Management Cross-functional Coordination Data Analysis Document Formatting Lead Qualification Process Improvement Proposal Management RFP Handling Sales Operations

As the first dedicated Sales Operations Analyst at Payward Services, you will play a crucial role in supporting Business Development across the organization. Payward, the parent company of Kraken, is at the forefront of building a modern financial infrastructure platform aimed at advancing an open financial system. You will manage RFP and DDQ responses, prepare for client diligence meetings, and ensure the accuracy of CRM data, enabling our sales team to focus on what they do best - selling.

Key Responsibilities

• Manage RFP and DDQ responses from initiation to submission.
• Coordinate contributions from multiple internal teams including Legal and Compliance.
• Lead preparation for major client presentations and track action items.
• Maintain CRM data integrity and build pipeline reporting.
• Produce weekly customer insights and identify process gaps for improvement.

Required Skills & Qualifications

• 3+ years of experience in sales operations or proposal management.
• Experience managing complex documents like RFPs and DDQs.
• Proficiency with CRM platforms, preferably Salesforce or Attio.
• Excellent writing and communication skills.
• Strong attention to detail and proactive problem-solving abilities.

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Job Type: Remote

Salary: Not Disclosed

Experience: Entry

Duration: Months