Financial Services Sales Operations Analyst

Shape commercial execution for Payward Services by coordinating complex proposals and client documentation across institutional financial services. Work fully remotely from Canada.

This Sales Operations Analyst supports business development within financial services and digital asset infrastructure. The position connects Sales with Legal, Compliance, Security, Product, Engineering, and Solutions teams. You will oversee submissions, prepare client materials, qualify opportunities, and turn customer interactions into actionable commercial insights.

• Review client questionnaires and identify technical requirements
• Assign timelines and follow up with internal contributors
• Prepare, edit, and format professional client submissions
• Coordinate client presentations and due diligence meetings
• Share customer intelligence with Sales, Product, and leadership

• Three or more years in commercial operations or proposal management
• Experience in banking, fintech, financial services, or digital assets
• Cross-functional coordination with Legal, Compliance, and Engineering
• Basic reporting, dashboard, and pipeline analysis capability
• Understanding of institutional and B2B sales cycles

Use proposal management, stakeholder coordination, and customer insight skills to strengthen Payward Services’ financial infrastructure sales processes.