Accountabilities:

Manage end-to-end Request for Proposal (RFP) and Due Diligence Questionnaire (DDQ) processes, from initial request assessment and coordination through final review and submission.
Review incoming client questionnaires, identify relevant technical, security, and compliance requirements, and coordinate responses with the appropriate internal specialists.
Collaborate with Legal, Compliance, Security, Product, Engineering, Solutions, and other stakeholders to collect, validate, and consolidate accurate information within established deadlines.
Establish clear timelines, assign responsibilities, and proactively follow up with contributors to ensure complete and timely responses.
Oversee document preparation, assembly, editing, and formatting to ensure all client submissions are accurate, professional, and consistent.
Coordinate internal preparation for major client presentations and due diligence meetings, ensuring stakeholders are aligned and all required materials are ready.
Track meeting action items and follow up with relevant teams to ensure outstanding questions and commitments are resolved.
Qualify incoming business leads by reviewing initial information, asking follow-up questions when necessary, and directing opportunities to the appropriate sales representatives or self-service onboarding channels.
Maintain the accuracy and integrity of CRM information, including accounts, contacts, opportunity stages, and customer outreach activities, ensuring consistency across internal systems.
Build and maintain sales pipeline reports and dashboards, including opportunity stages, conversion metrics, funnel performance, and forecasting inputs.
Prepare reporting materials and operational insights for weekly pipeline reviews with sales leadership.
Manage the transition from signed commercial agreements to customer onboarding, verifying that contracts, pricing, and billing information are complete before handing over to Solutions and Finance teams.
Analyze customer interactions, meeting notes, and CRM activity to produce weekly customer insights and identify recurring product requests, competitor feedback, and pricing trends.
Share relevant customer intelligence with Sales, Product, and leadership teams to support commercial strategy and product development.
Develop and maintain a centralized library of approved RFP and DDQ responses, leveraging AI-powered tools to prepare accurate and consistent initial drafts.
Identify operational inefficiencies, improve sales workflows, and implement automation solutions to reduce repetitive administrative tasks.
Support additional sales operations and business development initiatives as required.

Requirements

At least 3 years of professional experience in sales operations, sales support, proposal management, or a related commercial operations role.
Experience within banking, fintech, financial services, cryptocurrency, or digital assets is highly desirable.
Proven experience managing RFPs, DDQs, security questionnaires, compliance documentation, or other complex proposals involving multiple internal contributors.
Demonstrated ability to coordinate cross-functional stakeholders, including Legal, Compliance, Security, Product, Engineering, and commercial teams.
Hands-on experience using CRM platforms to manage customer information, sales activities, and opportunity pipelines. Familiarity with Attio is an advantage, while experience with Salesforce or HubSpot is transferable.
Ability to develop basic reports, dashboards, and pipeline performance analyses to support sales forecasting and business decisions.
Excellent writing, editing, and document formatting skills, with strong attention to accuracy, consistency, and professional presentation.
Clear and confident communication skills, with the ability to interact effectively with senior internal stakeholders and external clients.
Understanding of institutional and business-to-business (B2B) sales cycles, preferably within financial services or technology-driven industries.
Genuine interest in cryptocurrency, blockchain technology, and digital assets. Previous industry experience is not essential.

How Jobgether works

We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.

We appreciate your interest and wish you the best!

Why Apply Through Jobgether?

Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.

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