As a Sales Operations Analyst, you will play a central role in supporting business development activities across institutional financial services and digital asset infrastructure. You will help streamline sales processes, manage complex client documentation, and ensure commercial teams have the information and resources needed to close business opportunities efficiently. Acting as a key coordination point between Sales, Legal, Compliance, Product, Engineering, and Solutions teams, you will oversee RFP and due diligence processes from initial preparation through final submission. You will also maintain CRM accuracy, develop pipeline reporting, qualify incoming leads, and support seamless customer onboarding. By transforming operational data and customer feedback into actionable business insights, you will help improve sales performance and support strategic decision-making. This is an exciting opportunity to contribute to the evolution of global financial infrastructure within a fast-moving, international, and fully remote environment.
Manage end-to-end Request for Proposal (RFP) and Due Diligence Questionnaire (DDQ) processes, from initial request assessment and coordination through final review and submission.
Review incoming client questionnaires, identify relevant technical, security, and compliance requirements, and coordinate responses with the appropriate internal specialists.
Collaborate with Legal, Compliance, Security, Product, Engineering, Solutions, and other stakeholders to collect, validate, and consolidate accurate information within established deadlines.
Establish clear timelines, assign responsibilities, and proactively follow up with contributors to ensure complete and timely responses.
Oversee document preparation, assembly, editing, and formatting to ensure all client submissions are accurate, professional, and consistent.
Coordinate internal preparation for major client presentations and due diligence meetings, ensuring stakeholders are aligned and all required materials are ready.
Track meeting action items and follow up with relevant teams to ensure outstanding questions and commitments are resolved.
Qualify incoming business leads by reviewing initial information, asking follow-up questions when necessary, and directing opportunities to the appropriate sales representatives or self-service onboarding channels.
Maintain the accuracy and integrity of CRM information, including accounts, contacts, opportunity stages, and customer outreach activities, ensuring consistency across internal systems.
Build and maintain sales pipeline reports and dashboards, including opportunity stages, conversion metrics, funnel performance, and forecasting inputs.
Prepare reporting materials and operational insights for weekly pipeline reviews with sales leadership.
Manage the transition from signed commercial agreements to customer onboarding, verifying that contracts, pricing, and billing information are complete before handing over to Solutions and Finance teams.
Analyze customer interactions, meeting notes, and CRM activity to produce weekly customer insights and identify recurring product requests, competitor feedback, and pricing trends.
Share relevant customer intelligence with Sales, Product, and leadership teams to support commercial strategy and product development.
Develop and maintain a centralized library of approved RFP and DDQ responses, leveraging AI-powered tools to prepare accurate and consistent initial drafts.
Identify operational inefficiencies, improve sales workflows, and implement automation solutions to reduce repetitive administrative tasks.
Support additional sales operations and business development initiatives as required.