Sales Analyst
Core
Support and increase the effectiveness of the sales organization by managing account strategy, customer meetings, commercial analysis, and deal execution for a global brokerage firm.
Role type
Sales Analyst (Sales Enablement & Operations)
Builds
Repeatable GTM workflows, sales playbooks, and automated processes using AI and CRM tools.
Domain
Financial Services / Brokerage / Fintech
Deliverable
product features
Required skills
Account management, commercial analysis, proposal development, stakeholder coordination, data tracking, process automation, AI tool usage (agentic workflows), CRM management, SQL/BI tools, presentation design
Preferred skills
Enterprise B2B sales support, fintech/brokerage/SaaS industry experience, technical product learning
Technologies
HubSpot, Clay, Apollo, Cursor, Claude, ChatGPT, SQL, BI tools
Responsibilities
Support Account Executives with customer research, meeting preparation, and follow-up; Prepare account briefs and strategic materials; Coordinate proposals, pricing, and deal documentation; Track action items and commitments; Maintain sales collateral and competitive intelligence; Partner with Product, Marketing, and Legal to update materials; Develop sales playbooks and templates; Support onboarding and training; Identify opportunities to automate recurring tasks.
Seniority
Mid-level, hands-on IC
