Sales Operations Analyst

Role Overview

As the first dedicated Sales Operations Analyst, you’ll support Business Development across PWS and xStocks, running RFP and DDQ responses, qualifying and routing inbound leads, and maintaining CRM data integrity.

What You Will Do

You’ll own RFP and DDQ responses, coordinate internal teams, oversee document assembly, lead internal preparation for client presentations, qualify inbound leads, maintain CRM data integrity, build pipeline reporting, and produce weekly customer insights.

Why It Might Be a Fit

You’ll drive deadlines, coordinate cross-functional stakeholders, and have experience with CRM platforms, writing, and document formatting. You’ll also have a proactive approach, attention to detail, and interest in crypto and digital assets.

Requirements

• 3+ years of experience in sales operations, sales support, or proposal management
• Experience managing RFPs, DDQs, security or compliance questionnaires
• Proven ability to drive deadlines and coordinate cross-functional stakeholders
• Hands-on experience with a CRM platform (Attio experience is a plus; Salesforce or HubSpot experience is transferable)
• Excellent writing, editing, and document formatting skills
• Clear, confident communication with senior internal stakeholders and external clients
• Understanding of institutional and B2B sales cycles in financial services
• Interest in crypto and digital assets