Sales Operations Analyst - Payward Services

Europe, Remote. Posted 3 days ago

The role

You will support Business Development across PWS and xStocks by managing RFP and DDQ responses. You will also qualify inbound leads, maintain CRM data integrity, and build pipeline reporting.

What you will do

Own RFP and DDQ responses from kickoff through submission
Coordinate contributions from internal teams including Legal, Compliance, Security, Product, and Engineering
Oversee document assembly and final formatting
Lead internal preparation for major client presentations and RFP due diligence meetings
Qualify inbound leads and route them to salespeople or self-serve onboarding
Maintain Attio CRM data integrity
Build and maintain pipeline reporting in Attio
Manage the 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

Required qualifications

3+ years of experience in sales operations, sales support, or proposal management
Experience managing RFPs, DDQs, security or compliance questionnaires, or other complex documents with many contributors
Ability to drive deadlines and coordinate cross-functional stakeholders
Hands-on experience with a CRM platform
Comfort building simple reports and dashboards
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
Proactive, process-oriented approach
Rigorous attention to detail

Nice to have

Background in banking, institutional sales, or B2B infrastructure and API products
Familiarity with vendor due diligence and security questionnaires
Experience using AI tools or workflow automation

Before you apply

May ask candidates to complete job-related skills or work-style assessments

About the company

Payward is the parent company behind Kraken, NinjaTrader, Breakout, xStocks, Payward Services and CF Benchmarks. It builds financial infrastructure platforms to advance an open, global financial system.