Sales Operations Analyst - Payward Services
Core
Support business development in institutional financial services and digital asset infrastructure by streamlining sales processes, managing RFP/DDQs, and coordinating cross-functional teams.
Role type
Sales Operations Analyst
Builds
Sales pipelines, RFP/DDQ submissions, CRM data, and operational insights for financial infrastructure clients
Domain
Fintech / Digital Assets / Financial Services
Required skills
RFP/DDQ management, CRM administration, cross-functional coordination, pipeline reporting, document preparation, lead qualification, process improvement
Preferred skills
Banking/fintech experience, AI-powered document tools, knowledge of digital asset infrastructure
Technologies
CRM platforms (Attio, Salesforce, HubSpot), AI-powered tools
Responsibilities
Manage end-to-end RFP and Due Diligence Questionnaire processes; Review client questionnaires and coordinate responses with internal specialists; Maintain CRM accuracy and build pipeline reports; Qualify incoming business leads; Coordinate internal preparation for client presentations; Analyze customer interactions to produce weekly insights; Develop centralized libraries of approved responses; Identify operational inefficiencies and implement automation
Seniority
Mid-level, hands-on IC