Financial Services Sales Operations Analyst

Jobgether

Shape commercial execution for Payward Services by coordinating complex proposals and client documentation across institutional financial services. Work fully remotely from Canada.This Sales Operations Analyst supports business development within financial services and digital asset infrastructure. The position connects Sales with Legal, Compliance, Security, Product, Engineering, and Solutions teams. You will oversee submissions, prepare client materials, qualify opportunities, and turn customer interactions into actionable commercial insights.Key Responsibilities:
Review client questionnaires and identify technical requirementsAssign timelines and follow up with internal contributorsPrepare, edit, and format professional client submissionsCoordinate client presentations and due diligence meetingsShare customer intelligence with Sales, Product, and leadershipRequirements:
Three or more years in commercial operations or proposal managementExperience in banking, fintech, financial services, or digital assetsCross-functional coordination with Legal, Compliance, and EngineeringBasic reporting, dashboard, and pipeline analysis capabilityUnderstanding of institutional and B2B sales cyclesUse proposal management, stakeholder coordination, and customer insight skills to strengthen Payward Services’ financial infrastructure sales processes.
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