Sales Operations Analyst - Payward Services
Core
Support Business Development for Payward Services and xStocks by managing RFP/DDQ responses, qualifying leads, maintaining CRM data, and producing customer insights.
Role type
Sales Operations Analyst
Builds
RFP and DDQ responses, pipeline reports, and customer insights for fintech and financial services clients
Domain
Fintech / Financial Infrastructure / Digital Assets
Required skills
RFP and DDQ management, cross-functional stakeholder coordination, CRM data integrity, pipeline reporting, document assembly, B2B sales cycle understanding
Preferred skills
Banking or crypto industry experience, AI tool usage for workflow automation, vendor due diligence familiarity
Technologies
Attio, Salesforce, HubSpot
Responsibilities
Own RFP and DDQ responses from kickoff to submission, coordinate contributions from Legal, Compliance, Security, and Product teams, qualify and route inbound leads, maintain CRM data integrity, build pipeline reporting and forecast inputs, manage handoff from signed deal to onboarding, produce weekly customer insights from call notes and CRM activity, develop and maintain a library of approved RFP and DDQ responses, identify process gaps and implement better workflows
Seniority
Mid-level, hands-on IC