Support institutional financial services sales remotely from Canada using RFP coordination, CRM accuracy, and pipeline reporting skills. Payward Services needs organized commercial support.
As a Sales Operations Analyst, you will coordinate business development operations across Sales, Legal, Compliance, Product, Engineering, and Solutions. You will manage RFPs and DDQs, qualify leads, maintain CRM data, and support customer onboarding. Your analysis of customer feedback and operational data will inform sales performance and strategic decisions.
Key Responsibilities
Manage RFP and DDQ processes through final submissionCoordinate technical, security, and compliance questionnaire responsesMaintain CRM accounts, contacts, stages, and outreach activitiesBuild pipeline reports, dashboards,
and forecasting inputsSupport signed-agreement transitions into customer onboardingRequirements:
At least three years in sales operations or related workExperience managing complex proposals with multiple contributorsCRM experience supporting customer information and chance pipelinesStrong writing, editing, formatting, and attention to accuracyAbility to manage priorities across distributed teamsApply your RFP management, CRM, reporting, and coordination expertise to support Payward Services’ institutional sales operations.