Sales Operations Analyst

You will manage RFP and DDQ responses, coordinate contributors, and prepare diligence meetings. You will qualify and route leads, maintain Attio CRM and pipeline reporting, support deal-to-onboarding handoffs, produce customer insights, and improve sales operations workflows.

Responsibilities

• Own RFP and DDQ responses from kickoff through submission
• Coordinate cross-functional contributions and drive deadlines
• Assemble and format accurate, timely submissions
• Prepare internal teams for client presentations and diligence meetings
• Qualify and route inbound leads
• Maintain Attio CRM data integrity
• Build pipeline reporting, funnel metrics, and forecast inputs
• Manage signed-deal handoffs to onboarding
• Produce weekly customer insights from call notes and CRM activity
• Maintain approved RFP and DDQ response libraries
• Improve workflows and automate repetitive work

Requirements

• 3+ years of experience in sales operations, sales support, or proposal management
• Experience managing RFPs, DDQs, security or compliance questionnaires, or complex documents
• Ability to coordinate cross-functional stakeholders and drive deadlines
• Experience with a CRM platform
• Ability to build simple reports and dashboards
• Writing, editing, and document formatting skills
• Communication with senior stakeholders and external clients
• Understanding of institutional and B2B financial-services sales cycles
• Interest in crypto and digital assets