Building the Future of Open Finance Payward - the parent company behind Kraken, NinjaTrader, Breakout, xStocks, Payward Services and CF Benchmarks - has spent the last 15 years building one of the most modern and globally accessible financial infrastructure platforms in the industry, built to advance an open, global financial system.

Building the Future of Open Finance Payward - the parent company behind Kraken, NinjaTrader, Breakout, xStocks, Payward Services and CF Benchmarks - has spent the last 15 years building one of the most modern and globally accessible financial infrastructure platforms in the industry, built to advance an open, global financial system.

The team Payward Services is an enterprise infrastructure platform that enables companies to seamlessly integrate trading, payments, funding, and digital asset services through a single unified system. It provides coordinated liquidity, custody, compliance, risk management, and settlement capabilities, reducing operational complexity for fintechs, banks, brokerages, and payment providers.

The opportunity

Own RFP and DDQ responses for PWS and xStocks from kickoff through submission: triage incoming questions, route technical and compliance items to Solutions and Compliance, and make sure answers are validated before they go out

Coordinate contributions from Legal, Compliance, Security, Product, Engineering, and other internal teams, establishing deadlines and driving follow-up to ensure timely, complete responses

Oversee document assembly and final formatting to ensure every submission is accurate, polished, and delivered on schedule

Lead internal preparation and alignment for major client presentations, particularly RFP due diligence meetings,



and track action items through to resolution

Qualify inbound leads, including follow-up qualifying questions where needed, and route them promptly to the right salesperson or to self-serve onboarding

Maintain Attio CRM data integrity, ensuring accounts, contacts, deal stages, and client outreach activity are accurate and consistent with Salesforce and other teams’ systems

Build and maintain pipeline reporting in Attio, including stage definitions, funnel metrics, and forecast inputs, and prepare materials for weekly pipeline reviews

Manage the handoff from signed deal to onboarding, confirming contracts, pricing, and billing details are in place so Solutions and Finance can start without chasing information

Produce weekly customer insights from call notes and CRM activity, summarizing product requests, competitor feedback, and pricing feedback, and communicate emerging trends to Sales, Product, and leadership

Develop and maintain a library of approved RFP and DDQ responses, and use it with AI tools to draft accurate, consistent first-pass answers

Identify process gaps and implement better workflows, automating repetitive work where possible

Perform additional duties and responsibilities as assigned

What You Bring

3+ years of experience in sales operations, sales support, or proposal management, ideally within banking, fintech,



financial services, or crypto

Experience managing RFPs, DDQs, security or compliance questionnaires, or other complex documents with many contributors

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 experience is a plus; Salesforce or HubSpot experience is transferable)

Comfort building easy 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 (prior industry experience is not required)

Proactive, process-oriented approach, with the ability to identify issues and implement effective solutions

Rigorous attention to detail

Nice to haves

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 to speed up repetitive sales or operations work

Unless a specific application deadline is stated in the job posting, applications are accepted on an ongoing basis.

Please note, applicants are permitted to redact or remove information on their resume that identifies age, date of birth, or dates of attendance at or graduation from an educational institution.

We consider qualified applicants with criminal histories for employment on our team, assessing candidates in a manner consistent with the requireme

📌 Sales Operations Analyst (Winnipeg)
🏢 Kraken
📍 Winnipeg