Sales Operations Analyst

This is a fully remote position, open to applicants in Europe.

📋 Description

• Take ownership of RFP and DDQ responses for PWS and xStocks from initiation to submission.

• Manage incoming inquiries and direct technical and compliance questions to the Solutions and Compliance teams.

• Facilitate collaboration among Legal, Compliance, Security, Product, Engineering, and other internal departments.

• Set deadlines and ensure follow-up to guarantee timely and complete responses.

• Supervise document assembly and final formatting processes.

• Lead internal preparations and alignments for significant client presentations and RFP due diligence meetings.

• Monitor action items until they are resolved.

• Qualify incoming leads and direct them to the relevant salesperson or self-service onboarding process.

• Ensure data integrity in the Attio CRM across accounts, contacts, deal stages, and client outreach activities.

• Create and manage pipeline reports in Attio and prepare materials for weekly pipeline reviews.

• Oversee the transition from signed agreements to onboarding, confirming contracts, pricing, and billing information.

• Generate weekly customer insights based on call notes and CRM activities.

• Relay product requests, competitor insights, pricing feedback, and emerging trends to Sales, Product, and leadership teams.

• Develop and maintain a curated library of approved RFP and DDQ responses.

• Utilize AI tools to draft accurate and consistent initial responses.

• Identify gaps in processes and implement enhanced workflows, automating repetitive tasks where feasible.

• Undertake additional duties and responsibilities as required.

⛳️ Requirements

• A minimum of 3 years of experience in sales operations, sales support, or proposal management.

• Experience preferably within banking, fintech, financial services, or cryptocurrency sectors.

• Expertise in managing RFPs, DDQs, security or compliance questionnaires, or other complex documents with multiple contributors.

• Proven ability to meet deadlines and coordinate cross-functional stakeholders across Legal, Compliance, Security, Product, and other teams.

• Practical experience with a CRM platform; familiarity with Attio is advantageous, while experience with Salesforce or HubSpot is transferable.

• Proficiency in creating simple reports and dashboards.

• Exceptional writing, editing, and document formatting abilities.

• Clear and confident communication skills with senior internal stakeholders and external clients.

• Understanding of institutional and B2B sales cycles within financial services.

• A keen interest in cryptocurrency and digital assets.

• A proactive, process-driven mindset with the ability to identify challenges and implement effective solutions.

• Strong attention to detail.

• Preferred: Background in banking, institutional sales, or B2B infrastructure and API products.

• Preferred: Familiarity with vendor due diligence and security questionnaires.

• Preferred: Experience with AI tools or workflow automation.

🏝️ Benefits

• Dogfooding is mandatory for all employees upon joining Kraken.

• Commitment to equal opportunity employment.

• Consistent application of job-related skills or work-style assessments across candidates.

• Consideration of qualified applicants with criminal histories in accordance with the San Francisco Fair Chance Ordinance.