Accountabilities:

Manage end-to-end RFP and DDQ processes, from initial review and coordination through validation and final submission.

Coordinate contributions from Legal, Compliance, Security, Product, Engineering, Solutions, and other internal stakeholders, setting deadlines and ensuring timely, accurate responses.

Oversee document preparation, assembly, and formatting to deliver polished and consistent submissions.

Organize internal preparation and alignment for major client presentations and due diligence meetings, tracking action items through completion.

Qualify inbound leads, request additional information when needed, and route opportunities to the appropriate salesperson or self-service onboarding channel.

Maintain CRM data integrity in Attio, ensuring accounts, contacts, deal stages, and client outreach activities are accurate and aligned with Salesforce and other internal systems.

Build and maintain pipeline reports, including sales stage definitions, funnel metrics, and forecasting inputs, and prepare materials for weekly pipeline reviews.

Coordinate the transition from signed deals to onboarding, ensuring contracts, pricing, and billing information are complete before handoff to Solutions and Finance.

Produce weekly customer insights using call notes and CRM activity, highlighting product requests, competitor feedback, and pricing trends for Sales, Product, and leadership teams.

Develop and maintain a centralized library of approved RFP and DDQ responses, leveraging AI tools to prepare accurate and consistent initial drafts.

Identify operational inefficiencies, improve workflows, and implement automation to reduce repetitive tasks and strengthen sales operations.

Take on additional responsibilities as required to support the team's objectives.

Requirements

At least 3 years of experience in sales operations, sales support, or proposal management, ideally within banking, fintech, financial services, or the digital asset industry.

Proven experience managing RFPs, DDQs, security questionnaires, compliance questionnaires, or other complex documentation involving multiple stakeholders.

Strong project coordination skills, with the ability to manage deadlines and drive contributions across Legal, Compliance, Security, Product, and other teams.

Hands-on experience with CRM platforms; familiarity with Attio is an advantage, while Salesforce or HubSpot experience is transferable.

Ability to build and maintain straightforward reports, dashboards, and pipeline tracking tools.

Excellent writing, editing, and document formatting skills, with strong attention to accuracy and consistency.

Confident communication skills and the ability to engage effectively with senior internal stakeholders and external clients.

Understanding of institutional and B2B sales cycles within financial services.

Genuine interest in cryptocurrency and digital assets; previous experience in the sector is not essential.

A proactive, process-oriented mindset, with the ability to identify operational gaps and implement practical improvements.

Strong organizational skills, attention to detail, and the ability to manage multiple priorities independently.

Nice to have:

Experience in banking, institutional sales, or B2B infrastructure and API-based products.

Familiarity with vendor due diligence processes and security questionnaires.

Experience using AI tools or workflow automation to improve sales operations and streamline repetitive tasks.

Benefits

Remote work arrangement.

Full-time employment.

Opportunity to work in the fintech and digital asset sector.

Exposure to institutional financial services, trading, payments, and digital asset infrastructure.

Opportunity to shape and improve sales operations processes as the first dedicated specialist in the team.

Collaboration with cross-functional teams across Sales, Product, Legal, Compliance, Solutions, and Business Operations.

Inclusive, international working environment that values diverse backgrounds, perspectives, and skills.

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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