Sales Operations Analyst

📋 Description

• Own RFP and DDQ responses for PWS and xStocks from kickoff through submission: triage incoming
• Coordinate contributions from Legal, Compliance, Security, Product, Engineering, and other internal
• Oversee document assembly and final formatting to ensure every submission is accurate, polished
• Lead internal preparation and alignment for major client presentations, particularly RFP due
• Qualify inbound leads, including follow-up qualifying questions where needed, and route them
• Maintain Attio CRM data integrity, ensuring accounts, contacts, deal stages, and client outreach

🎯 Requirements

• 3+ years of experience in sales operations, sales support, or proposal management, ideally within
• Experience managing RFPs, DDQs, security or compliance questionnaires, or other complex documents
• Proven ability to drive deadlines and coordinate cross-functional stakeholders across Legal
• Hands-on experience with a CRM platform (Attio experience is a plus; Salesforce or HubSpot
• Comfort building simple reports and dashboards
• Excellent writing, editing, and document formatting skills

🎁 Benefits

• Work with a global, diverse team
• Be part of building a modern financial infrastructure platform
• Opportunities for professional growth and development