Sales Operations Analyst - RFP, CRM & Cross-Functional Lead

Electric Capital; United States; Remote; USD 85,000 - 120,000; Full time

Job summary

Payward Services, the company behind Kraken, is hiring a Sales Operations Analyst to support Business Development across PWS and xStocks. You will manage RFP and DDQ responses, qualify inbound leads, and keep CRM and pipeline reporting accurate.

You will coordinate Legal, Compliance, Security, Product, and Engineering inputs to ensure timely, polished submissions and align with senior sales leadership. This role reports to PWS sales leadership and offers growth in a crypto-focused fintech

Qualifications

• 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 across Legal, Compliance, Security, Product, and other teams
• Hands-on experience with a CRM platform (Attio a plus; Salesforce or HubSpot transferable)
• 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, with attention to detail
• Rigorous attention to detail

Responsibilities

• Own RFP and DDQ responses from kickoff through submission; triage questions and route items to Solutions and Compliance
• Coordinate contributions from Legal, Compliance, Security, Product, Engineering, and other teams to meet deadlines
• Oversee document assembly and final formatting for accurate, polished submissions
• Lead internal preparation for major client presentations and due diligence meetings
• Qualify inbound leads and route to the right salesperson or onboarding
• Maintain Attio CRM data integrity and align with Salesforce/other systems
• Build and maintain pipeline reporting and forecast materials for reviews
• Manage handoff from signed deal to onboarding for smooth start
• Produce weekly customer insights from call notes and CRM activity
• Develop and maintain library of approved responses and leverage AI to draft first-pass answers
• Identify process gaps and implement better workflows, automating repetitive work

Skills

RFP management

DDQ responses

CRM proficiency

Cross-functional coordination

Written communication

Attention to detail

B2B fintech familiarity

Tools

Attio CRM

Salesforce

HubSpot

Job description

Payward Services, the company behind Kraken, is hiring a Sales Operations Analyst to support Business Development across PWS and xStocks. You will manage RFP and DDQ responses, qualify inbound leads, and keep CRM and pipeline reporting accurate.

You will coordinate Legal, Compliance, Security, Product, and Engineering inputs to ensure timely, polished submissions and align with senior sales leadership. This role reports to PWS sales leadership and offers growth in a crypto-focused fintech