Sales Operations Analyst (Fintech)

Location: Remote; Europe and the listed locations: Brazil, Ireland, Sweden, Argentina, Romania, Cyprus, Switzerland, Portugal, Lithuania, Estonia, Canada, Hungary, APAC, Poland, Spain, and Bulgaria

Company

Payward Services is an enterprise infrastructure platform within Payward, the parent company behind hirify.global and other financial products. It provides trading, payments, funding, liquidity, custody, compliance, risk management, and settlement services for fintechs, banks, brokerages, and payment providers.

What you will do

• Own RFP and DDQ responses from kickoff through submission, coordinating technical, security, compliance, legal, and product input.
• Prepare internal teams for client presentations and diligence meetings, tracking action items through resolution.
• Qualify and route inbound leads and maintain accurate Attio CRM data, pipeline stages, funnel metrics, forecasts, and weekly review materials.
• Manage signed-deal handoffs to onboarding, confirming contracts, pricing, and billing details for Solutions and Finance.
• Produce customer insights from call notes and CRM activity, communicating product, competitor, and pricing trends to Sales, Product, and leadership.
• Maintain approved RFP and DDQ response libraries, use AI tools for first-pass answers, and improve workflows through automation.

Requirements

• 3+ years of experience in sales operations, sales support, or proposal management, ideally in banking, fintech, financial services, or crypto.
• Experience managing RFPs, DDQs, security or compliance questionnaires, or other complex documents with multiple contributors.
• Ability to drive deadlines and coordinate stakeholders across Legal, Compliance, Security, Product, Engineering, and other teams.
• Hands-on CRM experience; Salesforce or HubSpot experience is transferable, while Attio experience is a plus.
• Ability to build simple reports and dashboards.
• Excellent writing, editing, and document-formatting skills, with clear communication for senior 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, strong problem-solving ability, and rigorous attention to detail.

Nice to have

• 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 improve repetitive sales or operations work.

Culture & Benefits

• Remote, full-time role supporting a globally accessible open-finance infrastructure platform.
• Work with cross-functional teams across Business Operations, Solutions, Legal, Compliance, Product, Engineering, and Finance.
• Applications are accepted on an ongoing basis unless a specific deadline is stated.
• Qualified applicants with criminal histories are considered consistently with the San Francisco Fair Chance Ordinance.
• Job-related skills or work-style assessments may be included in the hiring process.
• Applicants may redact age, date of birth, and education attendance or graduation dates from resumes.