обновлено 2 дня назад
Sales Analyst (Fintech)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Sales Analyst (Fintech/AI): Supporting enterprise sales through customer research, account briefs, deal materials, pipeline analysis, and repeatable GTM workflows with an accent on sales enablement, commercial coordination, and regulated financial-services data. Focus on building AI-assisted automations, improving CRM and enrichment workflows, and turning recurring sales work into scalable tools for Account Executives.
Location: Remote - North America
Company
provides brokerage infrastructure and APIs for stocks, ETFs, options, crypto, fixed income, and 24/5 trading, serving financial institutions globally.
What you will do
- Support Account Executives with customer research, meeting preparation, presentations, proposals, pricing materials, and follow-up.
- Prepare account briefs and background materials for strategic customer and executive meetings.
- Coordinate internal stakeholders, deliverables, customer follow-ups, and commercial documentation throughout the sales cycle.
- Maintain sales collateral, product materials, FAQs, competitive information, playbooks, templates, and enablement resources.
- Support onboarding, product education, sales training, sales meetings, account reviews, and strategic initiatives.
- Identify recurring work that can be standardized, automated, delegated, or eliminated.
Requirements
- 2–4 years of experience in sales enablement, sales support, business operations, account management, consulting, financial services, or a related field.
- Strong organizational, communication, prioritization, judgment, and project ownership skills.
- Strong PowerPoint or Google Slides and Excel or Google Sheets skills.
- Ability to turn complex or incomplete information into clear, polished commercial materials.
- Comfort working with Account Executives, Sales leadership, senior executives, and multiple stakeholders.
- Practical familiarity with AI tools, CRM and data-enrichment platforms such as HubSpot, Clay, and Apollo, plus pipeline data, SQL, or BI tools.
Nice to have
- Experience supporting enterprise or B2B sales organizations.
- Experience in fintech, financial services, brokerage, SaaS, or another technically complex industry.
- Experience creating customer presentations, proposals, account briefs, or sales enablement materials.
- Experience supporting complex sales cycles involving multiple internal and external stakeholders.
Culture & Benefits
- Work with a globally distributed team of more than 400 members.
- Health benefits and stock options.
- One-time USD $500 home-office setup allowance for new hires.
- USD $150 monthly stipend via a Brex Card.
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