Support global sales operations remotely for Payward Services with RFP management, CRM accuracy, and pipeline reporting across financial infrastructure.
As Sales Operations Analyst, you will support Business Development across PWS and xStocks. You will manage RFPs and DDQs, qualify inbound leads, and maintain accurate CRM data. The work connects Sales with Solutions, Legal, Compliance, Product, and Business Operations.
Key Responsibilities: Own RFP and DDQ responses from kickoff through submission
Coordinate cross-functional contributions and drive deadlines
Prepare client diligence meetings and track action items
Maintain Attio CRM data and pipeline reporting
Summarize customer insights and emerging product feedback
Requirements: Three or more years in sales operations, support, or proposals
Experience managing complex RFPs, DDQs, or questionnaires
Hands-on CRM experience; Attio, Salesforce, or HubSpot
Strong writing, editing, and document formatting skills
Understanding of institutional and B2B financial services sales
Bring structured coordination, CRM expertise, and exact proposal management to Payward Services’ remote sales operations team.