Sales Operations Analyst

Kraken Digital Asset Exchange

. Own RFP and DDQ responses for PWS and xStocks from kickoff through submission .

Posted 11/4/2026full-timeRemoteMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing RFPs and DDQs, coordinating cross-functional teams, and maintaining CRM data integrity. Proficient in producing reports and insights while ensuring compliance and effective communication with stakeholders.

Highest-signal resume keywords

RFP ManagementDDQ ManagementCRM ExperienceCross-Functional CoordinationDocument Formatting

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Proposal ManagementDocument AssemblyReport BuildingWorkflow AutomationAttention to Detail

Soft Skills

Clear CommunicationProactive Problem-SolvingCollaboration

Tools & Technologies

AttioSalesforceHubSpotAI Tools

Industry Keywords

BankingFintechFinancial ServicesCryptoB2B Sales

Tech Stack

Tools & technologies

Assembly

About the role

Key responsibilities & impact

Own RFP and DDQ responses for PWS and xStocks from kickoff through submission
Triage incoming questions and route technical and compliance items to Solutions and Compliance
Coordinate contributions from Legal, Compliance, Security, Product, Engineering, and other internal teams
Establish deadlines and drive follow-up to ensure timely, complete responses
Oversee document assembly and final formatting
Lead internal preparation and alignment for major client presentations and RFP due diligence meetings
Track action items through resolution
Qualify inbound leads and route them to the appropriate salesperson or self-serve onboarding
Maintain Attio CRM data integrity across accounts, contacts, deal stages, and client outreach activity
Build and maintain pipeline reporting in Attio and prepare materials for weekly pipeline reviews
Manage handoff from signed deal to onboarding, confirming contracts, pricing, and billing details
Produce weekly customer insights from call notes and CRM activity
Communicate product requests, competitor feedback, pricing feedback, and emerging trends to Sales, Product, and leadership
Develop and maintain an approved RFP and DDQ response library
Use AI tools to draft accurate, consistent first-pass answers
Identify process gaps and implement improved workflows, automating repetitive work where possible
Perform additional duties and responsibilities as assigned

Requirements

What you’ll need

3+ years of experience in sales operations, sales support, or proposal management
Experience ideally within banking, fintech, financial services, or crypto
Experience managing RFPs, DDQs, security or compliance questionnaires, or other complex documents with many contributors
Ability to drive deadlines and coordinate cross-functional stakeholders across Legal, Compliance, Security, Product, and other teams
Hands-on experience with a CRM platform; Attio experience is a plus, with Salesforce or HubSpot experience transferable
Comfort building simple reports and dashboards
Excellent writing, editing, and document formatting skills
Clear, confident communication with senior internal stakeholders and external clients
Understanding of institutional and B2B sales cycles in financial services
Interest in crypto and digital assets
Proactive, process-oriented approach with ability to identify issues and implement effective solutions
Rigorous attention to detail
Nice to have: background in banking, institutional sales, or B2B infrastructure and API products
Nice to have: familiarity with vendor due diligence and security questionnaires
Nice to have: experience using AI tools or workflow automation

Benefits

Comp & perks

Dogfooding is a requirement for everyone once they join Kraken
Equal opportunity employment commitment
Job-related skills or work-style assessments applied consistently across candidates
Consideration of qualified applicants with criminal histories consistent with the San Francisco Fair Chance Ordinance