Sales Analyst
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Job Description
Sales Analyst supporting customer preparation, deal execution, and GTM automation at Alpaca, a global brokerage infrastructure company. Improving sales processes, tools, and enablement.
Responsibilities:
- Support Account Executives with customer research, meeting preparation, presentations, materials, and follow-up
- Prepare account briefs and background materials for strategic customer and executive meetings
- Prepare and coordinate customer proposals, pricing materials, business cases, presentations, and deal documentation
- Coordinate internal stakeholders and deliverables to move opportunities forward
- Track customer follow-ups, action items, and internal commitments through completion
- Maintain and organize sales collateral, product materials, FAQs, competitive information, and internal resources
- Partner with Product, Marketing, Legal, Compliance, and other teams to keep sales materials accurate and current
- Develop sales playbooks, best practices, templates, and enablement resources
- Support new-hire onboarding, product education, and ongoing sales training
- Assist with sales meetings, account reviews, leadership discussions, and team initiatives
- Track priorities, strategic opportunities, and cross-functional initiatives with Sales leadership
- Improve information, materials, and resource sharing across the sales team
- Support Sales special projects and initiatives
- Identify recurring work that can be standardized, automated, delegated, or eliminated
- Build and maintain repeatable GTM workflows across CRM, AI tools, internal data sources, and document successful workflows for broader adoption
Requirements:
- 2–4 years of experience in sales enablement, sales support, business operations, account management, consulting, financial services, or a related role
- Strong organizational skills and attention to detail
- Excellent written and verbal communication skills
- Ability to manage multiple priorities and deadlines in a fast-moving environment
- Strong PowerPoint/Google Slides and Excel/Google Sheets skills
- Ability to turn complex or incomplete information into clear, polished materials
- Comfortable working directly with Account Executives, Sales leadership, and senior executives
- Strong judgment and discretion when handling customer and commercial information
- Proactive and able to anticipate needs without significant direction
- Comfortable taking ownership of projects and driving them through completion
- Familiarity with AI tools such as Cursor agents, Claude, and ChatGPT
- Familiarity with CRM and data enrichment tools such as HubSpot, Clay, and Apollo
- Comfort working with pipeline data, SQL or BI tools, and sales metrics
- Understanding of buying signals including funding events, hiring trends, regulatory changes, product launches, and competitive activity
- Preferred: experience supporting enterprise or B2B sales organizations
- Preferred: experience in fintech, financial services, brokerage, SaaS, or another technically complex industry
- Preferred: experience creating customer presentations, proposals, account briefs, or sales enablement materials
- Preferred: ability to learn technical products and translate them into clear, commercially relevant information
- Preferred: experience supporting complex sales cycles involving multiple stakeholders
Benefits:
- Competitive Salary & Stock Options
- Health Benefits
- New Hire Home-Office Setup: One-time USD $500
- Monthly Stipend: USD $150 per month via a Brex Card
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