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Added 7 mins ago
UO
Human Resources Partner
University of Waterloo
Waterloo, ON
- Full-time
Partners with senior leaders to provide strategic employment solutions in alignment with departmental and university objectives
Added 7 mins ago
PH
Chief Project Archaeologist
Pivot HR Services
Fort St. John, BC
- Full-time
This is a senior role for someone who enjoys bringing people, information, and projects together. You will work closely with Project Lead Archaeologists, the Chief Archaeologist, Project…
Added 7 mins ago
PH
Chief Archaeologist
Pivot HR Services
Fort St. John, BC
- Full-time
This is a senior role for someone who enjoys bringing people, information, and quality project fieldwork together. You will coordinate with the Chief Project Archaeologist, Project Lead…
Added 7 mins ago
R
Senior Manager, Risk and Controls
RBC
Toronto, ON · Vancouver, BC
- Full-time
Are you passionate about Risk? We are looking for an experienced professional to fill the role of Senior Manager, Risk and Controls, for the Risk and Governance team in Global Functions…
Added 7 mins ago
OI
Senior Software Engineer
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- Full-time
We’re looking for a Senior Software Engineer to join our engineering team. You’ll design, build, and ship the products and services that shape how pharma commercial teams engage with…
Added 7 mins ago
T
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Works independently in a senior/lead role on a diverse range of tasks and may be relied upon to coach/ educate others
Added 7 mins ago
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- Full-time
…identifying issues and opportunities and recommending action to senior…
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CP
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- Full-time
Position Title: Senior Financial Analyst, Properties
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- Full-time
…insights measurement strategy. The Director will partner with senior leaders across Brand, Marketing, CX and the business to identify critical business questions, translate consumer and…
Added 7 mins ago
C
Eirene Enterprise Technical Change Champion
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- Full-time
The Eirene Enterprise Technical Change Champion is a senior technology leader dedicated to driving enterprise-wide execution and operational acceleration for software vulnerability…
Added 7 mins ago
C
Senior Manager, Vendor Management
CIBC
Toronto, ON
- Full-time
The Senior Vendor Manager will be part of the Contact Centre Risk and Control Governance team and will be responsible for building and managing relationships with core suppliers who supply…
Added 21 mins ago
M
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- Full-time
Prepare recommendations and necessary materials for decision making purpose and present recommendations to Senior Management
Added 21 mins ago
Manager, Environment
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NU
B2Gold is a responsible international senior gold producer headquartered in Vancouver, Canada. Founded in 2007, today, B2Gold has operating gold mines in Canada, Mali, Namibia and the…
Added 21 mins ago
E
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eBay
Toronto, ON
- Full-time
We are seeking an inspiring Senior Manager, Data Science & Analytics to lead our dynamic team in San Jose. In this role, you will be a technical leader with vision and a domain pioneer. You…
Added 22 mins ago
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- Full-time
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Added 22 mins ago
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Added 22 mins ago
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Additional Skills for Oracle Software Developer:

Ink Foundation

Sales Operations Analyst - Payward Services

Canada

Full-time

Apply About employer

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Job details

Job type: Full-time
Experience: 3+ years of experience in sales operations, sales support, or proposal management, ideally within banking, fintech, financial services, or crypto
Posting language: English
Posted: Nov 9, 2026

Original job description

Building the Future of Open Finance

Payward - the parent company behind Kraken, NinjaTrader, Breakout, xStocks, Payward Services and CF Benchmarks - has spent the last 15 years building one of the most modern and globally accessible financial infrastructure platforms in the industry, built to advance an open, global financial system.

The team

Payward Services is an enterprise infrastructure platform that enables companies to seamlessly integrate trading, payments, funding, and digital asset services through a single unified system. It provides coordinated liquidity, custody, compliance, risk management, and settlement capabilities, reducing operational complexity for fintechs, banks, brokerages, and payment providers.

As the first dedicated Sales Operations Analyst on the team, you’ll support Business Development across PWS and xStocks so our salespeople can spend their time selling. You’ll run RFP and DDQ responses from start to finish, prepare the team for diligence meetings, qualify and route inbound leads, and keep our CRM, pipeline reporting, and customer insights accurate. You’ll report to PWS sales leadership and work closely with Business Operations, Solutions, Legal, Compliance, and Product.

The opportunity

Own RFP and DDQ responses for PWS and xStocks from kickoff through submission: triage incoming questions, route technical and compliance items to Solutions and Compliance, and make sure answers are validated before they go out
Coordinate contributions from Legal, Compliance, Security, Product, Engineering, and other internal teams, establishing deadlines and driving follow-up to ensure timely, complete responses
Oversee document assembly and final formatting to ensure every submission is accurate, polished, and delivered on schedule
Lead internal preparation and alignment for major client presentations, particularly RFP due diligence meetings, and track action items through to resolution
Qualify inbound leads, including follow-up qualifying questions where needed, and route them promptly to the right salesperson or to self-serve onboarding
Maintain Attio CRM data integrity, ensuring accounts, contacts, deal stages, and client outreach activity are accurate and consistent with Salesforce and other teams’ systems
Build and maintain pipeline reporting in Attio, including stage definitions, funnel metrics, and forecast inputs, and prepare materials for weekly pipeline reviews
Manage the handoff from signed deal to onboarding, confirming contracts, pricing, and billing details are in place so Solutions and Finance can start without chasing information
Produce weekly customer insights from call notes and CRM activity, summarizing product requests, competitor feedback, and pricing feedback, and communicate emerging trends to Sales, Product, and leadership
Develop and maintain a library of approved RFP and DDQ responses, and use it with AI tools to draft accurate, consistent first-pass answers
Identify process gaps and implement better workflows, automating repetitive work where possible
Perform additional duties and responsibilities as assigned

What You Bring

3+ years of experience in sales operations, sales support, or proposal management, ideally within banking, fintech, financial services, or crypto
Experience managing RFPs, DDQs, security or compliance questionnaires, or other complex documents with many contributors
Proven 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; Salesforce or HubSpot experience is 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 (prior industry experience is not required)
Proactive, process-oriented approach, with the ability to identify issues and implement effective solutions
Rigorous attention to detail

Nice to haves

Background in banking, institutional sales, or B2B infrastructure and API products
Familiarity with vendor due diligence and security questionnaires
Experience using AI tools or workflow automation to speed up repetitive sales or operations work

Unless a specific application deadline is stated in the job posting, applications are accepted on an ongoing basis.

Please note, applicants are permitted to redact or remove information on their resume that identifies age, date of birth, or dates of attendance at or graduation from an educational institution.

We consider qualified applicants with criminal histories for employment on our team, assessing candidates in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance.

Our commitment

Payward is powered by people from around the world and we celebrate the diverse talents, backgrounds, contributions, and unique perspectives that everyone brings to the table. We hire based on merit, seeking out people with the right abilities, knowledge, and skills for the job. We encourage you to apply for roles where you don't fully meet the listed requirements, especially if you're passionate or knowledgeable about crypto.

We may ask candidates to complete job-related skills or work-style assessments as part of our hiring process. These assessments evaluate competencies relevant to the role and are applied consistently across candidates for similar positions. Results are considered alongside experience and interviews, and are not the sole basis for any employment decision.

As an equal opportunity employer, we don't tolerate discrimination or harassment of any kind, whether based on race, ethnicity, age, gender identity, citizenship, religion, sexual orientation, disability, pregnancy, veteran status, or any other protected characteristic as outlined by federal, state, or local laws.

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More about this job

Responsibilities

Manage RFP and DDQ responses, coordinate internal contributors, prepare teams for client diligence meetings, and maintain accurate CRM data and pipeline reporting. Qualify and route leads, support deal handoffs to onboarding, share customer insights, and improve sales operations workflows.

Requirements

Requires at least three years of experience in sales operations, sales support, or proposal management, ideally in banking, fintech, financial services, or crypto, along with experience managing complex questionnaires and coordinating cross-functional stakeholders. Candidates should have CRM experience, strong writing and reporting skills, familiarity with institutional B2B sales cycles, and a proactive, detail-oriented approach.

Skills

RFP And DDQ Management
Proposal Management
Cross-Functional Coordination
CRM Data Management
Attio
Salesforce
Pipeline Reporting
Lead Qualification
Customer Insights
Business-to-Business Sales
Financial Services
Document Editing And Formatting
Deadline Management
Workflow Automation
AI Tools
Attention To Detail

Visa sponsorship

Not detected in the job text

Keywords

Payward Services
xStocks
RFP
DDQ
Sales Operations
Proposal Management
Attio
Salesforce
CRM
Pipeline Reporting
Lead Qualification
Institutional Sales
B2B Sales
Financial Services
Fintech
Banking
Cryptocurrency
Digital Assets
Vendor Due Diligence
Security Questionnaires
Compliance
Solutions
Customer Insights
AI Tools
Workflow Automation
Liquidity
Custody
Risk Management
Settlement
API Products

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