Sales Operations Analyst – Payward Services

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 contributions from internal teams, oversee document assembly, lead internal preparation for client presentations, qualify inbound leads, and maintain pipeline reporting.

Why It Might Be a Fit

You’ll work closely with Business Operations, Solutions, Legal, Compliance, and Product, and have the opportunity to develop and maintain a library of approved RFP and DDQ responses.

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)
• 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

Benefits

• Opportunity to work with a modern and globally accessible financial infrastructure platform